San Antonio, Texas Dec 11, 2025 (Issuewire.com) - Revolutionary training + coaching + AI-powered tools designed to help advisors uncover hidden cash, transform client conversations, and deliver measurable financial results.
Cash Flow Mike today announced the upcoming release of the Clear Path To Cash™ Advisory System, a patent-pending platform that integrates professional advisory training, live coaching, an enterprise-grade financial analysis suite, and specialized AI agents—all built around Mike’s proven methodology for helping small businesses improve cash flow, profitability, and owner value.
Clear Path To Cash is not just an app—it is an entire advisory operating system purpose-built for accountants, bookkeepers, fractional CFOs, coaches, and SBDC advisors who want to make a real financial impact on the clients they serve.
The Problem: Advisors Need Better Tools to Deliver Real Outcomes
Most financial professionals want to provide deeper advisory services, but lack:
• A structured methodology for client conversations
• Tools to quickly analyze financial statements
• Systems for spotting burning issues and prioritizing action steps
• A repeatable way to show measurable ROI to clients
• Technology that connects the advisory workflow end-to-end
At the same time, small business clients often cannot articulate their real problems, making advisory work confusing and time-consuming.
The Solution: Clear Path To Cash™
The Clear Path To Cash System provides the complete framework advisors need to deliver predictable, measurable, high-value advisory work.
It includes:
✔ Proprietary Methodology — The Elevation Sequence + The F.I.X. Framework
Built from Mike’s books and decades advising clients, the methodology teaches advisors how to:
• Find burning issues using structured conversations
• Identify the correct financial tools to diagnose root causes
• Execute action plans that produce measurable cash and profit improvements
This core framework is now supported by guided workflows inside the software.
✔ World-Class Training & Coaching
Members receive:
• Step-by-step coaching on advisory delivery
• Practical demonstrations using real client scenarios
• Tools for pricing, forecasting, inventory management, and cash optimization
• Access to live weekly sessions to reinforce skills
Advisors learn how to think, what to say, and which tool to use next.
✔ 40+ Professional Advisory Tools — Unified in One System
Including:
• Financial Doctor (ratio diagnostics + scoring)
• Mining Your Business for Hidden Cash
• The Fast Money Formula & Financial Gap Map
• Pricing Engines & Bid Tools
• Inventory Master with market-price analysis
• Valuation, Exit, and Transferable Value Planning
• Results-Driven Planning Model (reverse engineering the income statement)
• 13-Week Forecasting & Cash Optimization
Every tool is designed to help advisors uncover real financial opportunities—often $50,000+ in hidden cash per client.
✔ Patent-Pending AI Advisory Architecture
At the center of the new platform is a patent-pending combination of:
1. Private Workspace
A protected advisor-only interface for:
• Real-time note taking
• AI-assisted coaching during client meetings
• Tracking behavioral patterns and burning issues
• Storing advisor insights invisible to clients
2. 12 Specialized AI Agents
Each trained on a specific category of advisory work:
• Inventory, pricing, cash flow, debt optimization
• Forecasting, valuation, operations
• Burning issue detection
• Action sequencing and decision support
3. AI Next Step™ (Advisor Navigation Assistant)
Analyzes all client data and recommends the most strategic action with one click.
4. Embedded AI Agents in Every Tool
Ask the Inventory Agent inventory questions.
Ask the Pricing Agent about margin scenarios.
Ask the Cash Flow Agent how to optimize the next 13 weeks.
Advisors get expert guidance instantly—without leaving the tool they’re working in.
Real-World Impact
Early users have already reported:
• “We found $65,000 in hidden cash before the meeting ended.”
• “Clients are implementing recommendations instead of ignoring them.”
• “This feels like having a senior partner with me in every client meeting.”
• “The AI Next Step alone saves me an hour of prep per client.”
Competitive Advantage
Clear Path To Cash stands apart because it unifies methodology + training + AI + financial tools.
Unlike other software, it is:
Advisor-first — built for professionals, not DIY business owners
Methodology-driven — grounded in the Elevation Sequence & F.I.X.
AI-augmented — not generic ChatGPT, but domain-trained agents
Outcome-based — designed to find and measure cash improvements
Patent-pending — with proprietary workflows, no competitor offers
Pricing & Availability
Launching publicly early 2026, with options for:
• Legacy app membership
• New AI-powered Clear Path To Cash System
• Standalone 13-Week Forecasting software
All include access to video courses, the events calendar, and advisor community support.
About Cash Flow Mike
Cash Flow Mike (Mike Milan) is a leading authority on cash flow advisory services, having trained over 25,000 financial professionals, written multiple books on advisory conversations, and developed the Clear Path To Cash methodology used nationwide by CPAs, SBDC advisors, and business coaches.
His mission is simple:
Help advisors deliver measurable financial impact that transforms small businesses.
Media Contact
Mike Milan *****@cashflowmike.com http://www.jeffreyrobertson.com
