Joey Coleman 8-Phase Advisory Platform — AI-powered diagnostic engines, field guides, and intermediary briefings for financial advisors.
8-phase succession planning diagnostic for business owners with funded agreement analysis, CEPA scorecard, and AI-generated advisor briefings.
Succession · Buy-Sell AgreementsKey executive risk diagnostic with coverage calculator, Section 162 analysis, and AI-powered protection case builder.
Key Person · Section 162Phase-by-phase advisor training with theory, scripts, objection handling, and curated resources for succession conversations.
Training · Scripts · ObjectionsAdvisor training for key person protection cases — identification frameworks, valuation scripts, and Section 162 structuring guidance.
Training · Key Person · Section 162