Title Advisory Incubator™ | Complimentary | Executive Overview For Interested Parties ✅

Operating Models: Two Models For Revenue Advisory. Advisory firms don’t all look the same. Some stay lean, highly profitable, and simple. Others scale into multi-million dollar enterprises with dozens of moving parts. Inside the Incubator, you’ll see both playbooks. You decide which one to build. Model 1: The Lean & Nimble Advisory Desk (~$70K profit every 4 clients, 2-person core team) ● Team Structure ○ Closer (Commission-Only, 11%) Brings in ~4 new engagements per month. Paid only on collected cash. → Average take-home: ~$11K/month. ○ Ops Lead (~$8K/month) Runs infrastructure, vendors, and team. Ensures fulfillment is smooth. ● Vendors (Hired per Account) ○ Client Communications Manager ○ Data Specialist (lists + enrichments) ○ Copywriter (dedicated) ○ Inbox Managers / Meeting Coordinators ○ Internal campaigns to keep Closer busy ● Economics per 4 Clients (90-Day Engagements) ○ Engagement Price: $50K each ($25K upfront + $25K milestone at 45 days) ○ Total Revenue: $200K per 4 clients every 90 days ■ $100K collected upfront (month one) ■ +$100K collected at 45-day milestones as targets are hit ○ Fixed Costs: ~$19K (Ops Lead + Closer commissions) ○ Variable Costs (vendors + infra + tech): ~$30K ○ Total Costs: ~$49K ○ Net Margin: ~70% ($140K profit per 4 clients / 90 days ≈ ~$46K/month) This is the “pay as you close” model. Cash-flow positive from day one, milestone payments doubling the cash inflow mid-engagement. Ideal if you want speed, profitability, and freedom to layer in finance commissions. © Advisory Incubator, Inc. – All rights reserved. No part of this document may be copied, shared, reproduced, or sold without the express written consent of Advisory Incubator, Inc.. Any unauthorized use, duplication, or distribution will be subject to legal action. This material is provided under a limited End User License for educational and informational purposes only. It may not be used for any commercial purpose outside of your direct participation in Advisory Incubator, Inc. programs.