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Win, Grow and Delight with Advisory Services

We believe that the profession now realises that Business Advisory services are now vital for its future, so that no matter where you are now, Business Advisory Partner can provide you with the knowledge and information you need to take your next steps towards the provision of structured and profitable advisory services in your firm. Business Advisory Partner is dedicated to assisting you preserve your status as Most Trusted Adviser (MTA). Our goal is to help partners and seniors in accountancy firms develop and hone best practice Business Advisory services for their clients.

Sure, being a trusted adviser is ok but being the MOST Trusted Adviser is how you become indispensable to your clients. We have experienced and witnessed the real human and financial benefits from the delivery of Advisory Services for clients, the accountant and the firm.

Having worked with firms implementing structured Business Advisory services over the last 15 years some of the real benefits enjoyed by partners include:

  • Engaging with clients and getting to know what really matters most to them
  • Actually being in the room when strategic decisions are being made
  • Being seen by your clients as indispensable to their future success
  • Being valued and respected by your clients
  • Collecting top charging rates for your time with no fee resistance
  • Easily winning quality new clients through your business advisory niche
  • Increasing annual client spend simply by being the Most Trusted Adviser
  • Nurturing client relationships ensuring retention and no surprises
  • Performing intellectually stimulating, interesting, non-repetitive work
  • And most importantly having real FUN!

Our Team

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Richard Walters

United Kingdom

Richard is a Chartered Accountant who went from start-up to acquisition by a top 10 global firm in under 20 years. He is one of the world’s leading experts on strategic planning for owner managed businesses and has led the way as the inventor and designer of the Complete Advisory Solution, which has been successfully used by accountants in practice with their clients for over a decade now in the UK, Ireland, Canada, South Africa and the USA.
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Micheal O'Neill

Ireland

Micheal has built OmniPro, with his brother Des, from start-up to the largest independent provider of training and consultancy to Irish accountants. His core belief is simply this: accountants can (and do) change lives through the business advice they provide clients. And so, Micheal wakes up every morning to bring accountants outstanding tools, advice and training so that they create great businesses for themselves and in turn for their clients too.

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John Thompson

United Kingdom

John’s focus is to help professionals develop new revenues and differentiate themselves through high-quality engagement working in the backdrop of change driven by the Digital Revolution.

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Tony Sandbach

United Kingdom

Tony is a qualified Business Coach and is passionate about the power of facilitation and coaching in helping people achieve their goals and is able to draw off his extensive experience with CAS.

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Ed Souers

United States

Ed says CAS drastically changed his working life and helped him develop business advisory services expertise. He now works with other accountancy firms helping them help their clients.

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Matt Souers

United States

Matt's focus is on helping accountants help accountants. He works with Ed Souers in Oodles and his studies of accounting and entrepreneurship provide him with a unique perspective.

“It is clear that the role of the accountant is no longer as valued by clients as it was previously. Real change is imminent and those who don’t understand the challenges and how to react, will be left behind. The biggest threat is that we allow the fact that we are still busy with traditional services to get in the way of starting to make changes now, in order to succeed in the future.”

Richard Walters, Business Advisory Partner