• Wade Myers

Advisors and Consultants


Quickly and easily deliver stunning results to clients

Our web app features allow you to leverage decades of work that went into building a very powerful startup financial model that you can easily deliver to - and collaborate with - your clients via our SaaS app


Upsell your expert advice using our app as your platform

Our app's features and reports allow you to quickly drill into the business model details, get a grasp on your client's overall plan, and offer a value proposition for how you can help with your strategic startup advice and mentoring


Spend more time on client strategy and less time on grunt work building a model

Your time and expertise is valuable and our app allows you to spend less time building a model from scratch - a lower-valued task - and more time consulting strategically with your clients to help them improve their overall business planning and business model strategy


Easily manage all clients in your advisor dashboard

Whether you have subscribed directly to our app or you have been added to a client's subscription, all of the financial models you are working on (and your past models) will appear in your Subscriber Dashboard as shown below:


Get Started

Start by getting to know our app using a free trial! And contact us to discuss advisor bulk pricing.

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WHY SFM
We believe entrepreneurs should have the best possible resources to help plan and launch their businesses. And we believe those resources should be easy to understand and easy to use. And because entrepreneurs usually have limited resources, we believe those resources should be very affordable for you.

YOUR SUCCESS IS OUR MISSION.

HOW
We help you achieve your goals to clarify and communicate your plan, raise the capital you need, launch your business, and experience success as an entrepreneur.

WHAT
We’ve built what we believe is the finest business planning tool available (and our customers agree) and we want to put it in your hands at a price you can afford. What more could an entrepreneur want?

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