For Advisors
"An advisor is not a consultant who arrives with a deliverable and exits. An advisor stays. You sit alongside the business owner across months and years, building the kind of accumulated context that no engagement letter can describe. Your value is not a report — it is judgment, continuity, and the trust that comes from being in the room when the real decisions happen. You have seen the constraint. You have been managing around it for months. The $89 Business Constraint Diagnostic gives you the written structural finding that names what you already sense — so every session from this point forward is aimed at the structural cause rather than the symptom your client keeps bringing to the table."
— Lawrence M. Schneider, Founder & CEO, Schneider Axiom Institute — Founder of U.S. Lock Corporation, now owned by The Home Depot
The $89 Business Constraint Diagnostic gives every advisor in every practice category a systematic written finding that names the governing constraint in their client's business — in 72 hours — before the next session is designed around the symptom rather than the structural cause. Find your practice category below. Every page was written specifically for your advisory context.
Select Your Advisor Practice Category
Every category below links to a page written around the specific constraint patterns most common in that advisory context.
Executive Coaches and Business Coaches
Your client is doing excellent work in the sessions. The governing constraint has never been named. The diagnostic names it before the coaching plan is designed.
SMB Business Coaches
Your most committed client is doing the work. The same problems keep returning. The constraint governing their ceiling has never been identified before the coaching plan was built around it.
Financial Advisors and Wealth Managers
The financial plan is sound. The business funding it is not producing what the plan requires. The constraint governing that gap has a structural name.
Insurance Advisors
Every recurring claim is a structural constraint expressing itself as a risk event. The diagnostic names the structural cause before the next renewal — not just covers it.
Family Business Advisors
The business problem and the family dynamic are so intertwined your client cannot tell them apart. You can. The diagnostic gives you the written structural finding to present it as a business problem — not a family wound.
Vistage Chairs and EO Forum Facilitators
Your member has been bringing the same problem for three sessions. The group gives excellent input. The governing constraint has never been named before they walk into the room.
CEO Peer Groups and Mastermind Facilitators
The most valuable thing you can give a member before they walk into the room is a document that names their constraint. The diagnostic produces that document in 72 hours.
EOS Implementers and System Practitioners
Your client is running EOS correctly. The governing constraint preventing the system from producing the results it was designed to produce has never been identified before the rocks were set.
M&A Advisors and Business Brokers
Your seller's business is worth more than their current EBITDA reflects. The governing constraint has been suppressing the valuation for years. Name it 12 to 18 months before the listing.
Exit Planning Advisors
The exit plan is well designed. The structural constraint suppressing the valuation it was designed to achieve has never been named before the timeline was set.
Commercial Real Estate Advisors
Your client believes the right space solves the problem. You know it usually does not. The diagnostic tells you whether the space decision will address the structural constraint before the lease is signed.
Your Clients Are in This List. Their Constraint Has a Name.
Every segment below links to a page describing the governing constraint most common in that operating context — the same constraint your client has been working around without naming it. Find their segment. Then find yours.
Ready to Deploy the Methodology Professionally?
The $89 diagnostic gives you the structural finding for a single client engagement. The CAS — Certified Axiom Strategist — gives you the certified methodology to deploy the same diagnostic precision in every client engagement you take on, with Referral Network eligibility and the credential that makes the difference visible before the proposal is submitted.
Learn More About the CAS — $1,997 → Compare All Programs →Are You a CPA, an Accounting Professional, or Part of an Accounting Firm?
SAI has built dedicated programs specifically for your role in the accounting profession. Find yours below.
For Advisory Practice Leaders in Accounting Firms
What Can a CAE-Holding CPA Do in a Client Conversation That No Competitor Without It Can Do?
Take the client from the financial presentation of their problem to the governing structural source producing it — across all seven constraint classes — before a single advisory recommendation is designed. No competing practice currently offers this.
See the Advisory Capability →For Individual CPAs
The Numbers Have Always Been Right There. The CAE Gives You the Instrument to Take Them Further Than the Profession Ever Has.
Not a better accountant. A different category of advisor entirely. The first in your profession trained and certified to cross the line the accounting profession has been standing at for a hundred years.
See What the CAE Does for Individual CPAs →Not Sure Where to Start?
Complete the $89 diagnostic on your own practice first. Every advisor who introduces the diagnostic from personal conviction sees higher client engagement than one who introduces it as a recommendation. Experience it yourself before deploying it with a single client. Either path gives you the written structural finding that changes what every advisory session produces from this point forward.
Every category above leads to the same diagnostic. The constraint has a name. The report delivers it in writing, in 72 hours. Start with your category — or start with the diagnostic. Either path gives you the written structural finding that changes what every advisory session produces from this point forward.
Strengthen the individual.
Strengthen the family.
Strengthen the company.
Strengthen America.
Schedule Coffee with Larry
If you want to discuss how the diagnostic fits your advisory practice — or whether the CAS is the right credential for your situation — this is where that conversation begins. Free. 15 minutes. No agenda.