Our newest whitepaper shines a light on a problem most advice businesses suspect—but have never quantified.

𝐓𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 𝐆𝐚𝐩: 𝐓𝐡𝐞 𝐂𝐨𝐬𝐭 𝐨𝐟 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐁𝐥𝐢𝐧𝐝 𝐒𝐩𝐨𝐭𝐬 𝐢𝐧 𝐀𝐝𝐯𝐢𝐜𝐞 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬

Our research reveals that the typical advice business is leaving 11% of its profit potential on the table.

Not because of lack of talent.

Not because of lack of clients.

But because of something far more subtle—𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐥𝐞𝐚𝐤𝐚𝐠𝐞 𝐡𝐢𝐝𝐝𝐞𝐧 𝐢𝐧𝐬𝐢𝐝𝐞 𝐭𝐡𝐞𝐢𝐫 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬.

Consider a $5M advice business with a profit margin of 28%.

On paper, it delivers $1.4M in profit.

In reality, it’s missing an additional $550,000 in profit potential every single year.

And when you look at the long-term impact, these gaps compound. They can also quietly strip away over $3M in potential Enterprise Value.

But here’s the good news.  We discovered these opportunity costs aren’t set in stone. They’re reversible.

In our upcoming whitepaper, we unpack the drivers of the Profit Gap and reveal the performance levers leaders can pull to close it, recover value and unlock their business’s full potential.

More to come.....