IOA SMART ADVISOR SOFTWARE
Win More Clients. Convert More Prospects. Build Your Advisory Business.
How It Works – A Simple 4-Step Process
Step 1: Select the assessment module you want to use.
Step 2: Send the unique link to your client.
Step 3: Your client completes the questionnaire. You get notified instantly.
Step 4: Log into the dashboard, generate a detailed report, and impress your client with actionable insights.
HOW DOES THE SOFTWARE BENEFIT PROFESSIONAL BUSINESS ADVISORS?
The Perfect Software Solution to Complement your Certification. The easiest way to offer professional business assessments and win more clients!
Key Features
✅ Automatic Health Check – Instantly assess the health of your business with our automated online assessment tool.
✅ Solution Generator – Automatically generates tailored solutions for the problems identified within your business.
✅ Gap Identification – Pinpoint key areas where your business is lacking or could improve.
✅ Lead Generation Magnet – Attract new business opportunities by showcasing your business’s performance and solutions.
✅ Business Insights – Gain valuable data and insights that can be used to drive conversations with potential clients.
Why Choose IOA Smart Advisor?
✅ Easy to Use: Designed for both tech experts and beginners, making it simple for anyone to perform an in-depth business analysis.
✅ Scalable: Suitable for businesses of all sizes, from startups to large enterprises.
✅ Reliable: With 99.9% uptime, IOA Smart Advisor provides a consistent, high performance solution.
✅ Customizable: Tailor the software to meet the specific needs of your business.
✅ Affordable: Competitive pricing with no hidden fees.
The Software includes Four Powerful Modules to Elevate Your Advisors Services
WHAT'S IN THIS SOFTWARE?
BENCHMARK SCORECARDS
GROWTH FUNNEL SALES CALCULATOR
BUSINESS VALUATION CALCULATOR
EXIT & SUCCESSION READINESS ASSESSMENT
COURSE TOPICS
The Benchmark Scorecards assess a business across seven key areas using 68 questions to identify strengths and improvement areas. It helps optimize operations, reduce risks, and support growth. Advisors appreciate the easy-to-use framework for delivering impactful assessments.
- Assesses Sales & Marketing strategies and effectiveness.
- Evaluates Strategy & Planning for long-term success and alignment.
- Measures Customer Satisfaction and loyalty.
- Analyzes Financial Stability and business viability.
- Reviews Compliance & Risk Management practices to identify potential issues.
The 6-Way Funnel Profit Improvement Calculator helps advisors identify revenue growth opportunities by analyzing sales data. It provides insights on key growth levers and optimized revenue targets. Advisors value its ability to turn complex data into clear, actionable strategies for profitability.
- Analyzes and improves the sales pipeline to identify revenue growth opportunities.
- Inputs data like conversion rates, customer numbers, and profit margins for actionable insights.
- Compares existing vs. forecasted data to identify gaps and opportunities.
- Identifies four key growth levers for increasing revenue.
- Generates optimized revenue targets to drive profitability and efficiency.
The DCF Business Valuation Calculator estimates a company’s value using financial metrics and industry benchmarks. It helps advisors guide clients in market positioning and investor attraction. Advisors value its quick, data-driven approach for strategic discussions.
- Estimates business worth using financial metrics and industry benchmarks.
- Evaluates revenue, profitability, growth rates, and risk factors.
- Considers non-cash adjustments for a comprehensive valuation.
- Provides a financial roadmap for decision-making, though not a formal valuation.
- Helps assess market positioning, attract investors, and plan for future growth.
The Exit & Succession Readiness Assessment helps business owners prepare for a profitable exit by evaluating key areas like financial health and leadership. It identifies risks and opportunities for a smooth transition. Advisors value its ability to maximize business value before a sale.
- Evaluates financial health, operational efficiency, and client relationships for exit readiness.
- Assesses leadership succession and compliance for a smooth transition.
- Identifies risks and growth opportunities to position the business for a successful exit.
- Guides business owners through the exit planning process for maximum value.
- Simplifies succession planning, helping advisors maximize business value before a sale or transition.
Elevate Your Skills with The Institute of Advisors IOA SMART ADVISOR SOFTWARE
Build your confidence
Master the skills of marketing as a business advisor or consultant with full training provided
Stand out from the crowd
Our Microcredential and certification will help you to stand out from your competitors as a professional.
Step by step marketing
The course provides a practical step by step process, including forms, templates and resources to get started immediately.
Unlock Business Growth with IOA Smart Advisor: A Game-Changing Tool for Business Advisors and Consultants
Business advisors and consultants can greatly benefit from IOA Smart Advisor, a powerful software designed to enhance their advisory services. With its streamlined, four-step process, the software simplifies client engagement and reporting, allowing advisors to focus on what matters most: delivering value and driving business growth.
The four key modules: Benchmark Scorecards, Growth Funnel Sales Calculator, Business Valuation Calculator, and Exit & Succession Readiness Assessment, equip advisors with actionable insights and data-driven recommendations that help clients optimize their operations, improve profitability, and plan for the future.
By leveraging these tools, advisors can provide high-quality, professional assessments with minimal effort, impressing clients and increasing conversion rates. IOA Smart Advisor enables business consultants to offer strategic, structured advice that positions them as trusted experts, ultimately helping them grow their client base and expand their advisory business.
Quick Tips From Our Successful Advisors
Reviews on the Institute of Advisors
The easiest way to offer professional business assessments and win more clients!
Michael Altenburger2024-06-26To the point - a must have for every consultant, coach or advisor! Back in my university days I had to work my way through tons of text books most of which were not nearly as dense with information as Peter Hickey's latest output. It seems that those academics were paid for their output according to the thickness of the book.All of Peter's writing provides deep insights and gets straight to the point. No time wasters and lots of actionable exercises.Karin Rook2024-06-18Resourceful, practical and comprehensive If you are looking for resources to plan for your new coaching or advisory practice, need a playbook to set up your new advisory or want to learn about the tips and tools ttah can help you to refine your existing professional service company, you have come to the best place to learn from the master of business advisory.Peter Hickey is one of the best thought leaders in Australia in Business Planning, Business Value Growth and Exit Planning and Peter is lifting the Business Planning Advisory globally to the highest professional level. You don’t want to miss out on this guide to success if you are serious about starting and building a successful business advisory.The success tips, followed by personal skills tips and sales tips are my favourite part of this practical and comprehensive guide to success. With a positive mindset the world will be transformed.Cathy Costello2024-06-17Ingenious What an ingenious array of artefacts and anecdotes, that only Peter Hickey could deliver !Greg Johnson2024-06-17A must read for every business Consultant "The Consulting and Advisory Guide to Success" is a must-read for anyone looking to embark on or enhance their business advisory journey. This book, crafted by Peter Hickey who I know to be a proven successful consultant and entrepreneur, is a comprehensive and insightful resource that brilliantly sets out all that is needed in starting, building, and growing a successful advisory practice.bob st julian2024-06-15Practical sense Great read. It wasn't full of theory. Rather practical and useful tips to help me do my job. My kind of book that I really got a lot out of and will use as a tool.Greg Boyer2024-06-14A Comprehensive Blueprint for Aspiring Consultants and Advisors Peter Hickey's "The Consultant & Advisors Guide to Success" is a must-read for anyone looking to build a thriving consulting and advisory services career. With a reputation as a world-class expert in helping advisors and consultants create successful businesses, Peter delivers a comprehensive and insightful guide.The book begins with a strong foundation, addressing the crucial steps for getting started in the consulting industry. Peter's straightforward and actionable advice demystifies the initial hurdles and provides a clear path for aspiring consultants. His emphasis on cultivating a success-oriented mindset is particularly noteworthy. He understands that a positive attitude and mental resilience are fundamental to achieving long-term success, and he provides readers with practical strategies to develop and maintain this mindset.One of the standout sections of the book is on skill development. Peter breaks down essential personal and sales skills, offering valuable tips and exercises to help readers enhance their capabilities. Whether you're just starting out or looking to refine your existing skills, this section is packed with actionable insights that can immediately be applied to your professional practice.Marketing is another critical area covered extensively in this guide. Peter expertly navigates the basics of marketing, making complex concepts accessible and easy to understand. His approach to education-based marketing is particularly innovative, highlighting the importance of providing value and building trust with potential clients through informative and educational content.What sets "The Consultant & Advisors Guide to Success" apart is its practical focus. Peter's advice is not just theoretical; it's grounded in real-world experience and proven strategies. The book contains examples, case studies, and actionable steps that readers can immediately implement to see tangible results.Overall, Peter Hickey's guide is invaluable for anyone in the consulting and advisory field. Its clear, concise, and comprehensive approach makes it an essential addition to any consultant's library. Whether at the beginning of your journey or looking to take your business to the next level, "The Consultant & Advisors Guide to Success" provides the roadmap to achieve your goals and build a successful consulting practice.If you're serious about your consulting career, take advantage of this world-class guide. It's a game-changer.Simon Prowse2024-06-14Consultancy and Advisory A great comprehensive guide to setting up a successful business consultancy business. Fred’s journey is easy to follow and written in plain English with clearly identified steps. The aurthur clearly has a wealth of knowledge and experience in the field of business advisory. This book is a must for any aspiring business coach and advisor.frankie w.2024-06-14This one is a must read for all you advisors out there! Peter draws from his immense experience in the industry to deliver an insightful and detailed guide! I love how he draws from real world examples from his own experience and does so in a clear and concise manner. The guide's personal insight into education-based marketing strategies really stuck with me, and has completely changed the way I navigate relationships in business. 10/10!Robb Dorey, New Zealand2024-06-14A 30 Year View on Success in SME Business Advisory Peter Hickey is a legend in the SME advisory space in Australia, New Zealand USA and beyond. Peter's book is a great read as it show greatness and impact are not an event but a journey! Peter's journey is a great read for business owners and anyone interested in the advisory space.David Hume2024-06-13Great Book for Consultants - Highly Recommend! This is a great book for current or aspiring consultants/advisors that offers clear and actionable strategies for building and growing a consulting practice. Peter's very practical insights and real-world examples make this an awesome tool for anyone looking for success in the consulting industry. Highly recommend!
Learn the secrets of how advisors around the
world are generating 6 figure advisory practices
- 12 months free membership valued at 499 RRP
- Hundreds of practical tools & resources
- A Certification completely self-paced
- Complete in under 12 weeks
- Your own personal student success manager
- No time wasting
- How to focus on the big picture strategic
framework and what forms to use
The Institute of Advisors runs courses in over 10 countries
around the world
The Institute of Advisors is a body representing professional Business Advisors around the world, founded in 2009 with the aim of raising the standards in Business Advisory services.
The Institute of Advisors runs certification courses in 10 countries around the world and is the leading global educational body with headquarters based in Australia.
Karin Rook
Julphi Pty Ltd
“If you are stuck and considering a career in business coaching and advisory, take the leap and do the course! Advisory is a growing industry and by having a professional standardized approach like the Institutes of Advisors’ allows you to thrive!”
Lori Parkins
Parkins Financial
“What I most liked about the course was that it pointed me in the direction that I really needed to focus on. Immediately after the course I had an opportunity with a client to build a 90 day plan on how to change her approach to marketing for new clients and other customers”
Dario Zanichelli
Chicagoland CPAs
“I highly recommend this course for beginners in consulting for small to medium sized businesses”
The goal of the Institute
of Advisors is to
Is to lift the quality of advice and give advisors a practical framework to help build a more successful practice and have better, more positive outcomes for
business owners.
- The Institute of Advisors is a body representing professional Business Advisors around the world, founded in 2009 with the aim of raising the standards in Business Advisory services.
- The Institute of Advisors runs certification courses in 10 countries around the world and is the leading global educational body with headquarters based in Australia.
- The Institute acts as a body to lobby government as well as educating professional associations on a higher level of professional standards across the business advisory industry.
The goal of the Institute is to have as many advisors and accountancy firms certified as business advisors by the end of 2021.
The Marketing course is a completely self-paced online program, allowing you to fit it in with your lifestyle. But the course is complemented with live webinars, where we bring advisors together from all around the world. Our platform and events ensure you are successfully implementing and applying the principles, methodologies and the technology provided.
There is over 40 hours of online material & exercises + live, optional webinars.
The certification must be completed within a 12 month period but as it is self-guided you can complete it as quickly as you like.
Anyone wishing to build a consultancy or advisory practice targeting small to Medium sized business.
• Accountants / bookkeepers,
• Business advisors,
• Ex business managers,
• Consultants and business coaches,
• Ex business owners,
• Financial & wealth planners,
• Professional advisors such as M&a, business brokers & lawyers