CEO Capital Strategies Inc. began it's business by introducing to Advisor's the CEO Model. The CEO Model was built and founded by Dave Velanoff and has proven to be a successful business model in the advisor market. In addition to the CEO Model, Dave began consulting on additional business services such as Business Plans, Advisor Placement Support, Business Acquisitions and Capital Referral Facilitation.
Due to the large client demand, Dave began expanding its services and outsourcing them to a third party Consulting business, COADA. The success from this initiative has driven CEO Capital Strategies Inc. to further provide additional outsourced consulting services by seasoned industry professionals.
These services are outsourced to Associate Consultants in the following areas:
- Legal Consulting
- Financial Industry Risk Management
- Business Operations
- Process Documentation
- Training Development
- Project Management
- Business Coaching
- Proforma Creation
- Outsourced Human Resources
- Bookkeeping
For more information about the services, please refer to the website's service descriptions.
The rapid growth of the business has lead Dave Velanoff to outsource CEO Capital's Operational component of the business to COADA.
For more information about COADA please see below.