Elite Custom Consulting

By Invitation Only

• 3 Consulting Calls with 3 Industry Experts
• 2 Weeks
• 1-1 with ONLY Your Firm

Jeff Kaye
31 Year Industry Veteran

Karen Schmidt
19 Year Industry Veteran

Greg Doersching
26 Year Industry Veteran


Step 1: Solidify Your Vision
Call #1: Jeff Kaye

  • Analysis of current firm model and structure
  • Audit of current market coverage and future areas for growth
  • Advisement as to future organizational design and ways to maximize market mastery as well as revenue

Step 2: Understand your Roadmap
Call #2: Karen Schmidt

  • Turn vision into execution: what immediate changes should be made for instant gains
  • What future strategic adjustments should be made (roles, outsourcing, expectations, compensation plans, etc)

Step 3: Turbo-Boost your Engine
Call #3: Greg Doersching

  • How to accelerate new clients coming in the door (without you making more calls)
  • What recruiting and client development techniques are actually working right now
  • How to create competition separation


  • Three 90-minute individual consulting calls with our subject matter experts
  • Premium level access to Next Level Exchange for duration of program (20 hour Foundation Training, 180+ hours of on-demand training by Big
  • Billers and Industry Trainers)
  • Access to 40+ Owner Therapy Webinars (supplemental topics for owners/leaders)
  • Proprietary documents related to any topics discussed on consulting calls


INVESTMENT: $2,500 * Credit cards accepted and payment plans available

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