SERVICES

FINANCIAL BENCHMARKING

Is your business as strong as it should be?
Here’s how you find out.
  • Benchmarked to 100s of dealers
  • Identify Opportunities and Threats
  • Concrete Suggestions for Improvement
  • Introduction to The VITAL Method
  • Learn More…

MEMBERSHIP PROGRAMS

The essential tools for success.

  • Success Team: VITAL Coach, QB Process Manager, Concierge
  • VITAL Learning Portal access
  • Resource Knowledgebase
  • Private VITAL Slack group
  • (6) Coaching and (6) Financial Services meeting credits per year
  • Quarterly IMPACT speaker series

  • Monthly LIVE Ask The Expert series
  • Cloud Dashboard subscription
  • Monthly recorded dashboard review

  • Access to Partner VIP black-book and discounts

The power of Group Intelligence

  • ALL TOOLBOX Features, plus:
  • Monthly CEO Peer Group mastermind
  • Private CEO Peer Group Slack
  • Access to Private Speaker sessions & workshops
  • The power of Group Intelligence

The clearest path to Business Excellence

  • ALL COMMUNITY Features, plus:
  • Fractional CFO services
  • Monthly In-Depth financial review, budgets & forecasts
  • Annual 1 on 1 financial planning
  • Exceptional support & accountability
  • Team Culture Index inventory and review 

FEATURE COMPARISON

Features
Toolbox
Community
Accelerator
Success Team: Coach, QB Process Mgr, Concierge


VITAL Learning Portal Access


Resource Knowledgebase


Private VITAL Slack Group


(6) Coaching and (6) Financial Services Credits per year


Cloud Dashboard Subscription


Quarterly IMPACT speaker series


Monthly LIVE Ask The Expert series


Monthly Recorded Dashboard Review


-
Access to Parter VIP black-book and discounts


Monthly CEO Peergroup Mastermind
-

Private CEO Peer Group Slack
-

Access to Private Speakers and Workshops
-

Fractional CFO Services
-
-
Monthly In-Depth Financial Review, Budgets, & Forecasts
-
-
Annual 1 on 1 Financial Planning
-
-
Team Culture Index Inventory & Review
-
-



Guiding business leaders through education, data and experience is The VITAL Method.

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