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Description
Certainty Precedents
Proven certainty advice frameworks to build your own enagement precedents
Each of the Pricing Precedents listed here are proven templates for Certainty Advice teams to build their own suite of pricing precedents for the unique advice niches they advise. These precedents serve as the ‘base’ pricing templates when teams are determining their own pricing for each client.
All Tutorials
SME Precedent - Succession/Retirement of Founder
This session presents a success set of engagement precedents for a common small business succession/retirement. There are business planning elements, business valuations, as well as the common taxation, cashflow, personal risk and succession support. Complexities are significant as founders approach difficult 'letting go' stage as many years of habits need support and solid planning.
"Simple" Pre-Retiree Precedents
This session presents a video and successful Terms of Engagement precedents for a 'common' pre-retiree couple. Retirement planning is a priority for one member of the couple while the other only plans to 'wind down' a bit from her work. They also wish to continue holiday planning, there's some family weddings coming up and property renovations in response to changing household structure. A number of consistent complexities are present, common for a couple at this stage of life.
"Simple" Retiree Precedents
This session presents a video and 'simple' Terms of Engagement for new Retiree Certainty Clients with little complexity. Aspirations are retirement with travel, property downsizing and planning for travel (post Covid-19 of course).