You already know things your CAS clients would pay a premium to hear.
Not the bookkeeping. Not the monthly close. The real value is in the judgment call that keeps a business owner from making a decision they would have regretted for a decade, the restructuring idea that surfaces six figures of cash flow during a routine review, the succession warning that nobody else in the room had the standing to give.
You have done that work a hundred times. Most of it was absorbed into engagements your software could have handled, at rates that do not reflect the value of the conversation.
That is the challenge inside your CAS practice — and it is neither a talent issue nor a relationship problem. It is the fundamental distance between the value your firm creates each week and the revenue it actually collects for it.
Many CAS practice owners assume the cause is effort, or staff capacity, or a soft market. After watching several hundred CAS practices over the last ten years, I can tell you the cause is almost always one of six structural breakpoints that appear in a predictable order in firms that built CAS the way the profession told us to.
Model misalignment.
Positioning the buyer cannot decode.
Pricing that erodes by the second year.
Delivery gaps the team works around quietly.
Demand that has to be hunted instead of surfacing from the relationship.
And underneath the other five, the identity shift the owner has not yet made.
The TRUE Advisor® CAS Mastery Series is six one-hour sessions, one for each breakpoint, in the order they actually appear inside a real firm, with what to do about each one. Six CPE credits. Built for owners with existing CAS revenue who can see the practice is not yet performing the way it was supposed to.
The full series is $195 through the end of the day Saturday, May 9. After Friday, it goes to $295 and stays there.
One last thing for the firm owner reading this, wondering whether the practice is far enough along for the series insights to apply. That is the same question almost every owner asks, and the answer is almost always yes. The series is built for firm owners who can see that something in their CAS practice is not yet performing the way it was supposed to. It is not built for owners who have already solved the six breakpoints. If you had solved them, you would not have read this far.
See some of you at the webinars.
P.S. The early-bird closes Saturday, May 9, at midnight Eastern.
