Chief Proactive Advisors
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An asset financing & consultant services company for businesses, since 1965 has served clients of more than 300.000+ companies from around the world.

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TRANSITION YOUR BUSINESS AND YOUR LIFE.

TRANSITION YOUR BUSINESS AND YOUR LIFE.

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View Courses
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Achieve the Success You Deserve.
Achieve the Success You Deserve.

An asset financing & consultant services company for businesses, since 1965 has served clients of more than 300.000+ companies from around the world.

Learn More
Customize Your Course
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We help business owners and professionals

Achieve life-work balance on their own terms with a system focused on proactive and personalized planning.

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Take The First Step to Clarity

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For Sponsors & Event Planners

The curriculum is set. My followers are vast. Let’s set up and promote a great event together!

For Business Owners & Professionals

Want a more profitable and fulfilling practice or career? Want professional growth? Looking for business & tax strategies and advice? We got you covered.

We believe in exploring all the angles

All the options, and all the opportunities available to optimize success and life.

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"I am on a mission to help professionals enjoy their work, their lives, and their businesses..."

Sean M. Duncan, CPA, President and Founder of SMD Consulting & Accounting, LLC and Chief Proactive Advisors, LLC, built his reputation as a thought leader in the accounting industry by focusing on advising, teaching and planning for overwhelmed accountants, bookkeepers and CPAs.

View Sean’s Story


Core Professional Allies

Accelerate Your Growth

Workshops

Don’t Just Learn, Take Action! Sean has developed a variety of ½ day, full day, and 2-day workshops

Master Classes

The Chief Proactive Advisor Program is a nationally recognized curriculum proven to create positive change in businesses and lives.

Courses

The Chief Proactive Advisor Program brings structure and clarity to help navigate the unstructured world of business ownership and career development.

Keynotes

Whether in connection with the Master Class or on their own, Sean brings valuable insights and material cultivated over 25+ years in business consulting accounting to audiences

Panel Discussions

Sean frequently appears at conferences and events with other professionals to collaborate and share their insights with audiences, teach, entertain, answer questions, and present life changing opportunities.

Event Appearances

For those organizations looking to have an expert or influence appear on their television broadcast, radio show, podcast, or other media platform

Get in Touch

We're ready to help you get to the next level

The Chief Proactive Advisor program was designed to free an overwhelmed CPA firm from the grind. In doing so, we noticed it actually applies to most businesses. Now I want to share these insights with you.
  Connect with Sean

We believe that careers should be vehicles that allow us to put our dent in the universe. Join us in changing the culture of your organization and enjoy a better workplace!

Take The First Step to Clarity

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