Fireside chat
100+ business plans at $3,360 each. How Morgan did it.
A 40-minute live conversation with Morgan Wilson. The pricing, the packaging, the sales conversation, and what he'd do differently if he started over tomorrow.
Brad Turville · Morgan Wilson
Host + Guest
Host + Guest
What we'll talk about
What we'll actually cover.
- The first ten plans. How Morgan landed the first wave. What he was selling, what he was charging, who said yes and why.
- Pricing the package at $3,360. How that number came together, what it includes, what got left out, and how it held against client pushback.
- The conversation that closes the work. The structure of Morgan's sales conversation. What he says, what he listens for, what he won't do.
- What he'd do differently now. A year and 100 plans later. What he stopped doing, what he doubled down on, what he wishes he'd started with.
Who it's for
Who should be in the room.
For / not for
For
Accountants who want the unvarnished version, not the polished one. Owners and principals running independent firms doing $500K to $5M who are interested in business-plan or advisory packaging, and want to hear how it actually played out for someone in the seat.
Not for
Not a how-to webinar. Morgan is going to be honest about what worked and what didn't. If you want a step-by-step playbook, register for Build A Modern Firm instead.
Speakers
Who's running it.
Host
Brad Turville
Modern Firm Practices
He runs Modern Firm Practices, working with accountants in Australia and New Zealand. He hosts these live conversations: short, honest interviews with people who've actually done the thing.
Guest
Morgan Wilson
creditte chartered accountants and advisors
Morgan Wilson is the founder of creditte, an accounting firm owner who has delivered over 100 business plans, and creator of strukcha, the structure diagram tool for Australian accountants.
CAANZ webinar 25 June · Online · 60 min
AI Ready: Know where AI is now.
A live CAANZ panel on where AI actually sits in firms right now. What it can do today, how CAs are using it with clients, where firms are seeing value, and how to approach it safely. Brad is the host. Registration is on the CAANZ site.
Details Conference talk 10 Sept · Auckland · in person
Converting the Sceptics
Your longest-standing clients are often your hardest to move. Brad's AIM Conference session gives advisors the tools to bring resistant clients along without feeling pushy: objection-handling scripts, a simple ROI framing, and seed-planting phrases to use during compliance work that open the door to advisory conversations naturally. Registration is on The Gap site.
Details