PRESIDIO — INTERNAL STRATEGY
Everything We Are Building.
In One Place.
The full Presidio growth strategy — interactive tools, frameworks, and documents built for the leadership team. Updated as the firm grows.
GROWTH STRATEGY
OPERATING MODEL
Org Chart & Operating Model
Five-chief structure, diamond team model, gap analysis, KPIs, and the 2026 hiring plan.
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FIRM VALUE
Roadmap & Valuation
Firm value at every AUM milestone. Diamond model scale. Multiple scenario analysis from 10x to 30x.
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GROWTH ARCHITECTURE
Two-Lane Growth Model
Retirement lane and EntrePlaybook lane. Three generations, six avatars, channel map, content engine.
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FIRM OVERVIEW
PCM Tom
Presidio Capital Management firm overview and strategy presentation.
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UNIFIED STRATEGY
Presidio Unified Overview
Comprehensive firm overview bringing together strategy, growth, and client positioning in one view.
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GROWTH TIMELINE
Presidio Timeline
Firm growth timeline and milestone tracking. Visual history and forward-looking roadmap in one view.
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QUARTERLY ROCKS
Q2 ROCKS
Q2 Quarterly Rocks
Q2 priorities, owners, and accountability tracking for the Presidio leadership team.
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Q3 ROCKS
Q3 Quarterly Rocks
Q3 priorities, owners, and accountability tracking for the Presidio leadership team.
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Q4 ROCKS
Q4 Quarterly Rocks
Q4 priorities, owners, and accountability tracking for the Presidio leadership team.
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CLIENT STRATEGY
CLIENT TIERS
Compass to Meridian
Five-tier client architecture from Presidio Compass to Presidio Meridian. Service model, promotion triggers, and graduation language.
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ICP FRAMEWORK
Ideal Client Profiles
Six avatars across two lanes. What they say vs what they mean. Messaging hooks, content themes, and how they find us.
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RETIREMENT FUNNEL
DM to PMA
Five-stage retirement client funnel with Hormozi offers at every decision point. Conversion rates and leak fixes at each stage.
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GROWTH FUNNELS
DUAL FUNNELS
Advisor + Client Funnels
Two funnels, both ending at AUM. Advisor recruiting from the street to onboarded. Client acquisition from seminar or content to PMA.
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ADVISOR RECRUITING
The Advisor Opportunity
Scrolling advisor-facing recruiting page. Growth story, differentiators, the model, and the three-stage roadmap.
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ADVISOR DECK
16x9 Recruiting Deck
Nine-slide keyboard-navigable presentation deck. Built for projector or large screen. Use arrow keys to advance.
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SALES PROCESS
Presidio Sales Process
End-to-end sales process from first touch to signed PMA. Stages, owners, and conversion targets.
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GSO PLAYBOOK
Grand Slam Offer Playbook
Hormozi GSO framework applied to every Presidio audience and decision point.
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CLIENT STRATEGY
CLIENT TIERS
Compass to Meridian
Five-tier client architecture. Service model, promotion triggers, and graduation language.
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ICP FRAMEWORK
Ideal Client Profiles
Six avatars across two lanes. Messaging hooks, content themes, and how they find us.
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WHO WE SERVE
Who We Serve
Primary focus and broader practice. Executives, founders, and stewardship clients defined.
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CAREER ARCHITECTURE
Career Architecture
Presidio team structure, career paths, and role definitions across the firm.
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CONTENT STRATEGY
Content Strategy
Content engine mapped to each audience. LinkedIn, YouTube, vault, and webinar strategy.
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CLIENT TOOLS
PATHFINDER ASSESSMENT
Pathfinder Assessment
Client readiness and discovery assessment. Identifies where a prospect stands and routes them appropriately.
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EQUITY CALCULATOR
Equity Calculator
RSU and equity compensation calculator for tech executives and pre-retirees.
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RETIREMENT RUNWAY
Retirement Runway
Retirement income planning tool. Models how long assets last under different scenarios.
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DOCUMENTS & REFERENCES
PDF — CEO REVIEW
CEO Executive Summary
Full growth strategy PDF. Funnel architecture, content sequencing, ICP lanes, 2026 execution plan. Dark theme.
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PDF — INTERNAL
Advisor Recruiting Playbook
The knockout meeting. 1:30–4:30 plus dinner. Five segments, talking points, what to know, what to avoid.
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PDF — VIDEO SHOOT
CEO Interview Questions
47 questions across 10 sections for the Magellan commercial video shoot. Print-friendly white background version.
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TOOLS
PRESIDIO AT A GLANCE
$500M
CURRENT AUM
$1B
3-YEAR TARGET
$1.5M
CLIENT MINIMUM
5
CLIENT TIERS
2
GROWTH LANES