How ProVisors works

Proven Results

The innovative ProVisors system accelerates business results by harnessing and simplifying best practices in the development, nurturing and leveraging of relationships. Members follow a few easy steps to get a high return on the amount of time they invest.

How ProVisors works

Proven Results

The innovative ProVisors system accelerates business results by harnessing and simplifying best practices in the development, nurturing and leveraging of relationships. Members follow a few easy steps to get a high return on the amount of time they invest.

The powerful principle of reciprocity.

ProVisors members are both go-getters and go-givers. Our system enables the reciprocity that makes high-level business and personal relationships thrive. You give generously and others respond in kind. Per one of our founders, “We don’t chase leads, we sow seeds!”

The art of making deep connections in less time.

Each monthly ProVisors meeting is structured to maximize interconnectedness in the 1 ½ hours the group spends together. That’s not all. Every month, you have a “Troika” set up for you and two other attendees, to get to know each other better.

A carefully curated referral network.

ProVisors members are carefully vetted for reputation, experience, integrity, commitment to reciprocity and other factors. Each group is curated to maximize cross-referral opportunities across disciplines, both within your core group and when you “guest” at other ProVisors groups.

The concept of building trust by giving recognition.

At every monthly ProVisors meeting, members give “testimonials” recognizing people who give referrals. The latest neuroscience confirms that public, personal recognition after a goal has been met increases trust and inspires others to aim for excellence.

YOUR COMMUNITY OF TRUSTED ADVISORS

From managing partners of leading middle-market firms to owners of consultancies, the percentage mix of professions within each group is curated based on ProVisors’ proven formula to maximize cross-referral opportunities.

Pie chart of advisor specialties
Pie chart of advisor specialties

Composition of each ProVisors group

Law
Banking
Bankruptcy
Business Transactional
Business Litigation
Criminal
Elder Care
Employee Benefits
Entertainment
Environmental
Estate Planning
Family Law
Franchising & Licensing
Healthcare
Immigration
Intellectual Property
International
Labor / Employment
Legal Malpractice
Mediation
Mergers & Acquisitions
Nonprofit
Personal Injury / Malpractice
Real Estate Transactional
Real Estate LitigationReceiverSecurities
Taxation

Accounting
Audit
Business Management
Consulting
International
Litigation Support
Taxation

Consulting
Business Coach
Business Service
Communication
Data Research
Elder Care
Family Business
Import / Export / International
IT – Computer / Forensic
Licensing
Litigation Support
Management
Nonprofit
Security / Investigation
TPA / Actuarial Services
Transportation / Logistics
Turnaround / Crisis / Liquidation

Marketing
Advertising
Marketing/Communication/Branding
Public Relations

Human Resources
Benefits / Compensation
Corporate & Personal Training
Executive Recruiting
Human Resource Services
Interim Management
Outplacement
Professional Employer

Investment Management
Financial Advisor / Wealth Management
Investment/Portfolio Management
Mergers & Acquisitions
Private Banking

Commercial Real Estate
Appraisal
Brokerage
Developer
Property Management

Financial Services
Asset Appraisal
Business Broker
Business Valuations
Debt / Equity Placement
Equity Sponsor / Mezzanine Lender
Forensic Accounting
Mergers & Acquisitions
Private Equity / Buyer

Banking & Finance
Asset Based Lender
Commercial
Equipment Leasing
Factor Financing
International Banking
Mortgage / Real Estate Financing
Trust Department
Private Banking

Insurance
Commercial / Personal
D&O / E&O
Employee Benefits
Life & Disability
Long Term Care

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Call us with any questions:
(888) 684-4447