PORTFOLIO & PROVEN RESULTS

Transforming Advisory Expertise into High-Converting Systems

Explore complete end-to-end client acquisition transformations: before & after profiles, custom authority lead assets, executive banners, and integrated practice systems.

CASE STUDY 01 • CANNABIS FINANCE & PE

Mordy Spero

President, Anchor & Aura CFO | Fractional CFO for Cannabis & PE
14 Inbound Inquiries
800+ Leads Captured
$12k/mo Target Retainers
Challenge: Outdated resume-style profile hiding 15+ years of strategic cannabis finance authority.
Solution: Institutional profile rewrite, custom executive banner, and 280E tax roadmap lead magnet.
Outcome: 14 qualified CFO inbound inquiries without cold outreach or Zoom discovery friction.

“After the Zelyk audit I realized I was actively pushing away the exact clients I wanted. The profile they built looks and reads like someone in a completely different league.”

Profile Transformation ← Drag to Compare →
linkedin.com/in/mordy-spero
Mordy Spero After Profile Mordy Spero Before Profile BEFORE AFTER

Engineered Authority Posts & Lead Magnets

Custom Executive Banners & Featured Section Architecture

Mordy Spero Executive LinkedIn Banner

Multi-Slide Authority Carousel Framework

linkedin.com/posts/mordy-spero-cannabis-cfo
Mordy Spero Multi-Slide Carousel

Integrated Practice Gateway • Anchor & Aura CFO

anchoraauracfo.com
Anchor Aura CFO Practice Gateway
CASE STUDY 02 • PE OPERATIONS & EBITDA GROWTH

Gregg Mischner

Fractional COO & CFO for Private Equity & Mid-Market
2 Inbound Retainer Calls
0 Outreach Required
PE Fit EBITDA Value Model
Challenge: Impressive corporate career credentials without a clear inbound conversion signal for PE principals.
Solution: Repositioned around EBITDA value creation, post-merger blueprints, and organic authority playbooks.
Outcome: Two qualified inbound retainer conversations in the first 3 weeks with zero outbound messaging.

“Three weeks after the system went live, I had two inbound messages from founders I had never spoken to before. No outreach on my end. Just the profile doing what it was built to do.”

Profile Transformation ← Drag to Compare →
linkedin.com/in/gregg-mischner
Gregg Mischner After Profile Gregg Mischner Before Profile BEFORE AFTER

Engineered Authority Posts & Operating Playbooks

Custom Executive Banners & Featured Section Architecture

Gregg Mischner Executive LinkedIn Banner

Multi-Slide Authority Carousel Framework

linkedin.com/posts/gregg-mischner-pe-operations
Gregg Mischner Multi-Slide Carousel
GET YOUR FREE VISUAL AUDIT

Ready to turn silent profile views into $6k–$15k retainers?

We personally review your positioning and deliver a custom visual PDF audit within 48 hours with zero calendar friction and zero sales pitches required.

Zero Sales Pressure
48-Hour Turnaround
Built for Fractional CFOs