What We Do
The Envisioning Brand to the Future OS Culture OS Exit & Valuation Viral PR Playbook
Prophetic
Overview Storytelling Becoming
Our Work
Case Studies All Work
What We Think
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Who We Are
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Client Access
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For Advisors

Be the advisor
who saw it first.

There are risks crushing your clients’ companies that never show up on a valuation report. We give you the tools to find them under your own name, do the deep work behind you, and keep you the hero of the story from the first conversation to the last.

Become a Certified Advisor → Talk with Patrick
What We Create for You

Everything you need
to open the door.

The tools in your world hand a client a number or a score. These find what the number misses, and every one of them carries your name.

Your Edition of the Book
The Genius You Already Own, co-branded
A short book an owner will actually finish. It honors what they built, names the drag they can feel, and ends with one simple step. Your edition carries your name on the cover, a personal letter from you up front, your contact page at the back, and a QR code that opens your own audit.
Your Audit Portal
The 800-Point Audit, under your name
Your firm’s name and logo on every page your clients see, at your own address, with “Powered by Lumeritus” discreetly beneath. Leadership and the team each score eighty statements, and every person gets an instant scorecard. Add your advisors, each with a personal link. The audit is free for your clients.
Your Certification
Fluent in the five rooms
About a day of training, live or online, then a short certification workshop. You’ll learn to open the conversation, read what the audit found, and present it with confidence, and you’ll know exactly where you stand at every step. About certification →
You Stay in the Lead

You see everything,
the whole way.

Bringing us in should never cost you the relationship. Every step is built to keep you informed, involved and out in front.

01

You know the moment it starts

You’re notified when a client begins the audit, and your dashboard shows who has been invited and who has finished.

02

You see the full picture

Every result by name and role, with leadership beside the team on the ground. The gap between them is often the first finding.

03

You present the findings

Findings are presented, never simply delivered. Walk your client through them yourself, or alongside a Lumeritus strategist.

04

You’re in the room

Certified advisors who stay involved can join the Envisioning itself, as a voice the facilitator draws into the conversation.

05

You keep the relationship

We never come between you and your client. The findings open conversations that are yours to lead, from succession to the timing of a sale.

06

You stay current

Certified advisors renew each year with a short update on what has changed, so you always carry the newest version of the method.

How It Works

Five steps.
You lead every one.

You introduce. We do the deep work behind you. Your client can stop at any step.

1
You open the door
Hand a client your edition of the book, send your audit link, or share it from a stage.
2
Their team takes the audit
Leadership and the people closest to the work each score eighty statements on evidence, in less than half an hour.
3
We read every answer
Our strategists read every response, find where the voices diverge, and sit down with your client’s leadership. You see it all.
4
You present the findings
On your own or alongside us, in a conversation, never as an attachment.
5
They decide what’s next
If they want to go further, we do the deep work behind you, and you stay in the loop the whole way.
We make you more valuable to your client. We never come between you.
Become a Certified Advisor →