Basic
ACTIVATION  &  DASHBOARD
FREE

1

Membership Activiation

Member Dashboard Access

Listing Notifications

Complete Listing Profiles

Members-Only Content

1-to-1 Buyer Coaching Program

Tailored Buyer Profiling

Financing Orientation 

Secure Deal & File Portal

Exclusive Intranet

 Premium
BUYER COACHING  &  PORTAL
$49 
/ mo.
$499
/ yr.

2

Membership Activiation

Member Dashboard Access

Listing Notifications

Complete Listing Profiles

Members-Only Content

1-to-1 Buyer Coaching Program

Tailored Buyer Profiling

Financing Orientation 

Secure Deal & File Portal

Exclusive Intranet

Consulting
CONSULTING SERVICES
Call for Details

3

Practice Sales Consulting

Practice Valuation

Client-by-Client Sales

Private Seller Coaching

Listing Startup - Estate Plan

Unify Wealth for CPAs

Phone: 1-855-266-PLAN (7526)

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