Course 02 · Advisory Expansion
100K to $1.5M Roadmap
The staged path from solo compliance work to a leveraged, multi-service firm.
One-time purchase
$39
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What this course covers
Most firms are still 80 percent compliance work. This course lays out the staged path from a solo compliance practice to a leveraged multi-service firm — the same roadmap Chris used to build Sentinel.
Each lesson is one revenue stage with its own constraint to break, from foundations at $100K through tax planning, advisory, and the full $1.5M model. You leave knowing where your firm sits and what transition comes next.
What you leave with
A growth roadmap that ties service mix, staffing, pricing, and owner time together.
Included with the course
- Full video lessons taught from real firm workflows
- Module resources, worksheets, and implementation notes
- A concrete next step for your firm after every module
- Lifetime access after you open the course — no subscription required
Syllabus
6 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
The Full Firm Blueprint
The destination model first: the leveraged, multi-service firm, and the staged revenue path from $100K to $1.5M.
~25 min
- 02
The $100K Firm
Foundations, capacity, and scope control: earning the first $100K without building the wrong firm by accident.
~25 min
- 03
The $250K Firm
From operator to owner: the leverage, delegation, and system decisions that break the owner-does-everything ceiling.
~25 min
- 04
The $400K-$600K Firm
The tax planning production system: planning as a repeatable value engine instead of a favor for the best clients.
~25 min
- 05
The $1M Firm
Advisory and financial planning leverage: layering recurring advisory relationships on top of the planning engine.
~25 min
- 06
The $1.5M Firm
The full Sentinel model: books, tax, planning, and wealth run by a small expert team with AI agents in the production layer.
~30 min
Related courses
Course 03
Pricing, Packaging, and Offer Design
Build profitable offers, scope boundaries, renewal rhythm, and client agreements.
Course 06
The Client Onboarding Experience
Move clients from signed proposal into a clear, repeatable ongoing relationship.
Course 13
Financial Planning Deep Dive
Connect tax, bookkeeping, and planning into a broader household advisory model.
Ready when your firm is.
Get started free, preview the Academy, and buy this course when it matches the problem in front of you.