Pierre Dion CEPA, CFC

How We Help Your Clients
1. Cost Reductio & Profit Maximization
One of the simplest ways to increase profitability is by cutting unnecessary expenses, but many businesses don’t have the time or expertise to audit their costs and negotiate better rates.
That’s where we come in.
✔ Average Savings of 28% – We analyze 14 different expense categories (telecom, merchant
services, shipping, utilities, waste management, and more) to identify cost-saving
opportunities.
✔ 80% of Clients Stay with the Same Vendor – We help them save money without
disrupting their existing relationships.
✔ 100% Risk-Free – Our services are contingency-based—if we don’t find savings, they don’t
pay. We only share in the savings so our services are self funded.
✔ Vendor-Agnostic & Fully Independent – Unlike other firms, we have no affiliations with
vendors and receive no compensation from them. Our only goal is to secure the best possible
savings for your clients.
Since 1998, we have helped over 30,000 businesses across North America uncover savings
and improve profitability. This is an easy way for you to add value to your clients and position
yourself as a trusted resource.

2. Franchise Ownership & Expansion
Many business owners are looking to diversify their income, expand their business model, or
transition into entrepreneurship. We work with 800+ industry-leading franchisors across
70+ industries, including:
✔ Home Improvement
✔ Pet Services
✔ Senior Care
✔ Health & Wellness
✔ Children’s Services
✔ Sports & Fitness
…and many more.
Our consultation is completely free, and we are compensated by the franchisors at no extra
cost to your clients. Whether they want to franchise their existing business or invest in a new
franchise, we provide expert guidance to help them make the right decision with confidence.
3. Exit & Succession Planning
For clients looking to sell their business, we help increase business value, optimize operations, and ensure a seamless transition. Whether they plan to sell for maximum profit, pass the business down to family, or transition ownership to employees, we create a strategy that meets their long-term goals.
By addressing profitability and operational efficiency before an exit, we ensure your clients get the best possible valuation and transition plan.
4. Acquisition & Investment Strategies
If your clients are looking to expand through acquisitions, we help them identify, evaluate,
and acquire profitable businesses. Whether they’re looking to grow their portfolio or
transition into business ownership, we provide insights and support to ensure successful
investments.
Why Partner With Me?

I know that your reputation is everything, and you only refer your clients to trusted
professionals who deliver real value. Here’s why working together makes sense:
✔ Enhance Your Advisory Services – Offer your clients a powerful solution to increase
profitability and business value.

✔ Strengthen Your Relationships – Help clients save money, grow, and exit successfully,
positioning yourself as a valuable resource.
✔ Partner Referral Program – I offer a commission-based referral program, allowing you to
create an additional revenue stream while helping your clients succeed.
✔ Client-Centric Approach – I take great care of every referral and am committed to
delivering exceptional customer service and measurable results.