You already obsess over vision, people, and culture. Now obsess over enterprise value with the same rigor

Yes — provided they're approved by ProfitShapers. We keep the bar high on the advisors who run engagements on the platform, because the operating cadence and the enterprise value read are only as good as the rigor of the work going in. Have your advisor reach out and we'll walk them through the approval process.

Absolutely. Many CEOs run ProfitShapers self-directed. We recommend leaning into the onboarding process so your cadence is set up correctly from the start, and using TerraSage AI throughout the year to cut through noise and stay focused on what moves the number. Optional fractional advisory support is available — onboarding, quarterly sessions, annual planning — whenever you want a seasoned advisor in the room.

Yes. Tell us about your business and what you're looking for, and our team will personally introduce you to an approved advisory firm with the experience to run your engagement on the platform. Introductions are currently curated by us directly — a real conversation, not a directory listing — so you spend time meeting the right firm, not screening a list.

Your trial runs at the full Transformation level — every client-facing app is active from day one, so you experience the complete platform rather than a stripped-down starter, then choose the plan that fits when you convert. During the trial you can talk to us anytime about onboarding support, optional fractional advisory help, or an advisor introduction.

Exactly who you decide — and nobody else. Run open book, where the whole organization sees the financial picture; run closed book, where financial visibility stays with you (and, if you choose, your CFO or finance team); or set custom visibility by user and by team. It's a setting you control in the Hub, adjustable at any time — so adopting the platform never forces a transparency decision you haven't made.

You do. Your company's strategic plan, Rocks, KPIs, leadership pulse, and the rest of the operating substrate are your data. The platform is the workspace; the substance is yours.

Nothing changes for your team. Your organization, your operating history, and your data live with you in ClientHub — not with the advisor. If an engagement ends, you keep your workspace and the cadence your team runs continues uninterrupted. The platform stays yours, regardless of who advises you.

Send them our way. The approval process is straightforward, and an advisor who already knows your business is exactly the kind of partner we want in the network. We'd rather help your existing relationship adopt the platform than ask you to switch.