A NOLA Lisa LLC Brand
Training - Leads - Revolutionary Software - Turnkey Opportunity
You've reached the pinnacle of corporate success. Your strategic insights have driven millions in value. Your experience is unmatched.
But the consulting landscape is changing rapidly—and not in your favor.
❌ Younger consultants with better tools are winning your ideal clients
❌ Project-based work limits your income potential and creates feast-or-famine cycles
❌ Clients expect measurable results, not just strategic advice
❌ You're competing on price instead of demonstrating unique value
❌ Lead generation consumes time you should spend delivering results
The question isn't whether you're qualified—it's whether you're equipped for the new reality.
Are you a Fractional CFO, COO, CMO, or CEO? Are you a business consultant with C-Suite level experience and want to start your own practice?
Do you have what it takes to be a Fractional C.E.O. - or Chief Everything Officer - to assist small to medium sized businesses to reach their growth and profitability potential?
Then YOU should be part of the APEX Executive Advisors Founders. Our exclusive Pre-Launch Founders Program gives you early access and our best opportunity to lock in your Founders status FOR LIFE.
As an APEX Executive Advisor, Instead of offering advice, you'll deliver:
✓ Quantified profit optimization with measurable ROI projections
✓ Advanced business intelligence that identifies hidden revenue opportunities
✓ Real-time financial modeling that transforms strategic recommendations into implementation roadmaps
✓ Ongoing optimization monitoring that creates long-term client partnerships
But here's the kicker— You're not just getting software. You're joining an exclusive network that feeds you qualified leads automatically. You are completely independent, yet never alone!
Your APEX Executive Advisor Membership Includes:
🎯 APEX Executive Advisor Consulting Platform - The most sophisticated business consulting and optimization platform available (normally $1,497/month)
🎯 Technology-Enhanced Consulting
Advanced profit optimization platform with real-time financial modeling
Quantified business improvement projections with measurable ROI
Professional-grade business intelligence that justifies premium pricing
Interactive client tools that create ongoing engagement
💼 Complete Business Infrastructure:
Fully branded CRM and sales funnel system
Professional website with your executive profile
Ability to build your own system within the system - fully customizing your brand, workflow, and consulting style.
Automated lead nurturing workflows
Social media management suite
Priority APEX Business Network marketplace listing
🤝 Exclusive Lead Generation Network:
Qualified referrals from our Summit17 freemium platform users. See this top quality software here: app.profittoolspro.com - and you can give away unlimited access to the Freemium Version!
Priority placement in APEX Executive Marketplace
Access to small business owners seeking fractional executives
Lead magnets that position you as the obvious choice
Ability to offer Summit17 freemium version on your website with leads flowing to you
👥 Elite Mastermind Access:
Weekly group calls with other successful advisors
Monthly one-on-one strategy sessions with me personally
Live training on advanced closing techniques
Ongoing marketing and lead generation support
📞 24/7 Premium Support:
Technical support for all platform features
Marketing consultation whenever needed
Video chat support for urgent matters
📈 Revenue Transformation
Projected average project value increase: 340% (from $15K to $50K+ projects)*
Client relationship extension: up to 18 months vs. 4-month industry average
Premium pricing justification through technology differentiation
Multiple revenue streams beyond traditional consulting
🎯 Market Positioning
"Technology-enhanced advisor" status differentiates you from traditional consultants
Measurable results delivery creates client dependency and referrals
Professional platform credibility justifies 2-3x higher fees
Exclusive network membership provides competitive advantages
⚡ Operational Excellence
70% reduction in business development time through automated lead flow
Streamlined client delivery via proven optimization frameworks
Professional reporting and analytics that impress executive-level clients
24/7 technical and marketing support for seamless operations
🏆 Long-Term Success
Recurring revenue model through ongoing optimization monitoring
Referral generation through demonstrable client results
Scalable business model that grows without proportional time investment
8-Figure Business Builder | Strategic Consultant | Technology Innovator
After leading and building multiple successful companies and serving as a high-ticket consultant and Contracted Executive, Lisa identified the critical gap between traditional consulting and business coaciand what today's business owners actually need.
Lisa's Background:
*20+ years C-Suite leadership experience
*Built and sold 2 companies, including a software company
*Created the Summit17 profit optimization methodology and small business software
*Generated over $125M in client value through strategic initiatives
"I built APEX because I was tired of seeing brilliant executives struggle with outdated business models. Your experience deserves better than commodity pricing and project-based limitations." ~Lisa Fitzpatrick, CEO
Here is a full list of the powerful APEX Executive Advisors software platform capabilities:
(Please note, not all features are available immediately during pre-launch beta. All capabilities scheduled to be online by October 1, 2025. Feature updates are scheduled weekly. Beta access available July 25 or earlier. All bolded items available with Beta-Launch.)
17 major small business categories with subcategories, giving more than 100 identified SMB impact areas to increase profitability for small to medium businesses
Email reminders for next actions, overdue tasks, and other reminders to help clients stay on track.
A repository library to share courses, documents, and training videos with the user. This repository should have the ability for Admins to designate a file, course or video as view only or allow downloads.
The action plan area is where the strategies for each Lever are accessed. The user accesses them through a drop-down and chooses which one they are going to work on in their timeline.
Up to 4 levels deep in increasing complexity and difficulty to fit every business for strategic action plan templates
Roadmaps, action plans, and timelines are adjusted real time based on action plan strategies chosen. Use AI to assist.
goal-setting and progress features,
AI-Powered Financial Storytelling Dashboard, (coming soon)
Animated graphs for testing scenarios,
Financial Wellness Report Generator, (coming soon)
Scenario Comparison, (coming soon)
Integrate sensitivity analysis for risk assessment (coming soon)
Industry Benchmark Comparisons, (coming soon)
Smooth Onboarding Experience for your clients,
Contextual Help Tooltips with AI-Powered Insights and to explain complex financial metrics or strategies,
Cashflow projections and timeline analysis, (coming soon)
Strategy and Financial Coaching Chatbot with Emoji Reactions contextual to the strategy or financial metric the user is currently working on, (coming soon)
Smart Notification Center with Personalized Financial and Strategy Insights,
Personalized financial success journey map,
Data Export functionality for PDF and Excel formats for reports, roadmaps, and financial scenarios ,
Gamified Goal Setting with Achievement, (coming soon)
Animated Financial Journey Map with Milestone Celebrations (coming soon)
Create In-depth Roadmap and Milestones Plan Report to present to lenders and stakeholders
Ability to create templated programs and custom programs that include the Clients roadmaps and action plan.
Ability to expand existing action plans and roadmaps that Client may have created in the self-guided app
Ability to choose and add to action plans and roadmap journeys all 4 levels of implementation strategies
Ability to add custom actions, roadmaps, and stakeholder plans for Client specific to their assessment
Ability to create and expand upon existing assessment templates
Ability to create online sessions of 15 minutes, 30 minutes, 60 minutes, and 90 minutes.
Ability to create special breakthrough sessions of 2 hours
Ability to create special offsite sessions of 1 or more days
Ability to create custom programs for Clients that include sessions at specific times and/or milestones.
Intuitive Scenario or action plan Builder, (Drag-and-drop coming soon)
Consultant Session Calendar for all clients
Calendar integrations with Google, Outlook, and iCal
Automatic session integrations with Google Meet and/or Zoom
Ability to put Clients in a group session and customize the program and group sessions and add to calendar. Clients can see their progress and assignments in the group
Ability to attach on site and virtual sessions to the action plans
Ability to create tasks for the client during the sessions that can associate with the strategies or be completely customized.
Ability to create layered tasks to be given and completed outside the sessions
Ability to view any notes or documents shared by client
Ability to add to repository for their own clients as a whole that are not available to other consultants in the system.
Ability to add to repository for their own clients individually that are not available to other clients
Intuitive capabilities to create custom forms, journeys, actions plans, tasks, and other content using templates, built in strategies, levers, roadmap journeys and more for their clients.
Ability to sign up Clients with a built in payment authorization in your CRM and push them to your Platform
A private notes section specific to each client accessible only to the Consultant
A shared notes section specific to each client
AI to assist consultants contextually as they work in sessions, assign tasks, or create custom roadmap journeys, making them sound in every area like an expert. Clients will not be able to see this level of chatbot/AI assistant.
A consultant dashboard to see all clients metrics with a drill down dashboard for each individual client
Ability to create a team of Consultants under your brand (Upgrade required)
Standard Program Pricing:
$997/month for first 3 months, then $1,497/month
Early Bird Pricing:
$497/month for first 3 months, then $997/month (guaranteed for life)
Lifetime Guaranteed Pricing - Never Pay More - Even As We Upgrade Systems or Increase Value!
Founding Position
Founder Spots 1-5
Founder Spots 6-10
Founder Spots 11-20
Founder Spots 21+
(Through 12/31/2025)
Founders Investment
$4,997/year for life
$5,997/year for life
$7,997/year for life
$9,997/year for life
.
Payment Plan Option
3 payments of $1,697
3 payments of $2,100
3 payments of $2,700
3 payments of $3,500
.
Annual Savings
Save up to $12,967 Per Year For Life
Save up to $11,967 Per Year For Life
Save up to $ 9,967 Per Year For Life
Save up to $ 7,967 Per Year For Life
.
Welcome to the exciting world of Fractional Executives (FE) and Fractional Business Consultants (FBC). We are offering an opportunity for you to leverage your years of experience and knowledge into a career helping business owners grow profitably in a systematic way. Your upper management and C-Suite experience will allow small businesses who normally couldn't afford an executive, to access your powerful expertise in an affordable and systemized way. All the while allowing YOU to stop trading time for money and increase impact and your reach.
Every small business needs the experience and expertise of a seasoned C-Suite Professional. The problem is, not many can afford it. That is where YOU come in. Leveraging the power of the proprietary Profit Acceleration Software, you can offer your clients the benefits of a seasoned CEO, CFO, COO, CMO, and MORE at a fraction of the cost they would normally have to pay.
Some of our Fractional Executives supplement their income in addition to their salary. Our most successful FEs give up the Time for Money quagmire and leverage their skills to multiple clients. Let's say you are making $100,000 per year with your current employment at an average of 50 hours per week. Most small businesses cannot afford that. But they can afford $25,000 per year for an average of 10 hours per week. You are already $25k per year ahead, not including the benefits and advantages of having your own business. Now add our client's proprietary systems, training, and software and we can show you how you can take on dozens of clients, give a superior service, and get out of the time for money cycle.
This is an opportunity to be in business for yourself. As with any business there are costs associated. With the Fractional Executive Focus and Profit Acceleration system, we offer all of the software, training, ongoing 24/7 support, systems, MasterClasses, lead generation and management tools, websites, and much more. This is a turnkey opportunity you can start and run from anywhere, with low startup costs and all with no inventory or similar overhead costs. Ask about our scaled pricing and you can get started for less than the cost of a fast food meal per day for your first month.
APEX is the only platform designed specifically for fractional executives that combines advanced profit optimization technology with proven lead generation and a supportive mastermind community. We don't just give you software—we build your entire consulting business infrastructure.
APEX members should be able secure their first new client within 30-60 days. The platform credibility and lead flow typically generate immediate opportunities. However, the real transformation happens over 3-6 months as you fully integrate the technology and optimize your service delivery.
Our platform is designed for executives, not programmers. Plus, you get full onboarding support, 24/7 technical assistance, and ongoing training. Most members are fully operational within their first week.
Less time than traditional consulting. The automation and systems actually reduce your administrative burden while increasing your revenue.
You receive qualified referrals from our Summit17 platform users, priority placement in our executive marketplace, access to our business owner network, and professional lead magnets. The goal is to eliminate cold prospecting from your business model.
Yes. We offer a 90-day satisfaction guarantee. If you're not completely satisfied with the progress on the platform and are not seeing results, we'll refund your investment in full. However, given our selective acceptance process, refunds are rare. **
Overview
We are seeking a highly skilled and experienced C-Suite Executive to join us as in the growing opportunity as a Fractional Executive (FE) or Fractional Business Consultant (FBC).
Your C-Suite experience will play a critical role in shaping the financial and/or operational strategy of small businesses, ensuring fiscal responsibility, and driving their growth through effective consulting and management.
This is an In-House position in our Agency - APEX Profit Advisors. We pay all up-front training and software costs. You would work as an independent contractor on solely a commission basis.
This position requires a strategic thinker with a strong background in operations, marketing, accounting, and/or finance, capable of leading and inspiring overall operations and guiding companies through the inevitable landmines of a growing business.
The business owners need you and your guidance.
Schedule: Choose your own hours
Experience: C-Suite or Upper Management, 4+ years (Preferred)
Work Location: Remote
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**Refunds subject to verification of client engagement and sales. Refund will not be granted if your sales exceed 75% of your initial investment. Beta Founders' Program includes 75% of all listed milestones and software listed in the Software Features section of this webpage completed within 90 days of sign-up.
NOLA Lisa LLC dba APEX Executive Advisors
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*Nothing on this site should be interpreted as an income claim or guarantee. Results vary and require consistent action.
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