Slipstream Group

What Slipstream Group does

Slipstream Group is a Brisbane-based business coaching company that exclusively serves owners of accounting and financial planning firms across Australia. Founded by CEO Sharon McClafferty, who began working in the financial services sector in 2006, the company operates a hybrid group-and-one-to-one coaching model delivered by coaches who have personally built, operated, and successfully exited their own practices in the same verticals. The core product portfolio consists of three flagship workshops — Breakaway (two-day business planning), Pathway to Succession (one-day exit planning), and Project Uplift™ (a trademarked 12-step pricing methodology) — supported by annual coaching retainers and a free 60-minute strategy session as the funnel entry point.

The operating model combines in-person workshops held across Brisbane, Melbourne, Perth, and Sydney with ongoing retainer engagements. Slipstream uses CoachAccountable for coaching delivery and Syft for financial benchmarking across client firms, but does not develop proprietary AI or ML technology; its competitive differentiation rests on practitioner-experienced coaches, a 15-year benchmarking dataset from 100+ client firms, and codified methodologies such as the trademarked Project Uplift™ process.

Revenue is generated through four streams: annual coaching retainers (custom-priced), paid workshops (Breakaway at A$4,950+GST, Pathway to Succession at A$3,750+GST general admission with discounted rates for existing clients), freemium entry points (complimentary strategy sessions, on-demand webinars), and downloadable resources. The go-to-market is sales-led, combining direct outreach, content marketing via the High Agency podcast, partnerships with professional bodies (CA ANZ, CPA Australia) and platforms (Morningstar, Xero, Netwealth), and a community-driven referral model. Slipstream is privately held with no disclosed external investors and operates with 1-10 employees.

Name

Slipstream Group

Legal name

Slipstream Group

Website

https://slipstreamgroup.com.au

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Slipstream Group is a Brisbane-based coaching firm that serves owners of Australian accounting and financial planning businesses through hybrid group and one-to-one coaching, delivered by coaches who have personally exited their own practices in the same verticals.

Ownership category

akta.pro rank

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Coaching Retainers: Tailored coaching partnerships on retainer basis, shaped around client goals and firm complexity. Hybrid group and one-to-one coaching model providing accountability, strategy, and big-picture thinking.
2. Breakaway Workshop: Two-day in-person business planning workshop priced at $4,950 + GST for general admission (includes up to 2 attendees). Additional attendees at $750 + GST each.
3. Pathway to Succession Workshop: One-day succession planning workshop priced at $3,750 + GST per firm (includes up to 3 attendees). Additional attendees at $1,000 + GST each. Discounted rates for existing Slipstream clients.
4. Free Resources and Strategy Sessions: Complimentary 60-minute strategy sessions and free downloadable resources (ideal candidate profiles, ideal client workbooks, case studies) as lead generation for paid coaching services.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Slipstream Group provides specialist business coaching, workshops, and consulting services exclusively to owners of accounting and financial planning firms across Australia. The offering combines hybrid group and one-to-one coaching retainers with structured workshops (Breakaway for business planning, Pathway to Succession for exit planning, and Project Uplift for pricing strategy), all delivered by coaches who have personally built, operated and exited their own firms.

Product overview

Slipstream Group is a business coaching company specializing exclusively in accounting and financial planning firms. The core offering is a hybrid coaching model combining group workshops with one-to-one coaching support, delivered by coaches who have personally built, operated, and exited their own accounting or financial planning businesses. The product portfolio centers on three flagship workshops: Breakaway (two-day business planning), Pathway to Succession (one-day exit planning), and Project Uplift (12-step pricing strategy). These are complemented by free entry-point services (Strategy Session, webinar content, podcast) and downloadable resource guides. The integrated approach uses CoachAccountable for coaching delivery and Syft for financial benchmarking, creating a structured program for firm transformation.

Differentiator

Problem solved

Functional benefit

Brands

• Project Uplift™: A trademarked 12-step process teaching accountants and financial planners to communicate their value by improving pricing and working with fewer, more ideal clients.
• Breakaway
• Pathway to Succession
• High Agency

Products and services

• Hybrid Coaching Engagement Subscription retainer coaching for owners of accounting and financial planning firms, combining one-to-one coaching sessions with peer group workshops for accountability, strategy and big-picture thinking. Coaches are all former firm owners/operators with lived exit experience. No lock-in contracts or minimum terms.
• Breakaway Business Planning Workshop Two-day in-person workshop for owners of accounting and financial planning firms to build a comprehensive 12-month business plan, review pricing structures, define ideal clients, and make strategic decisions about team structure. General admission priced at $4,950 + GST per firm (up to 2 attendees), with additional attendees at $750 + GST each.
• Pathway to Succession Workshop One-day in-person workshop helping accounting and financial planning firm owners create a clear exit strategy, maximize practice value, and plan succession including equity segmentation, valuation, and attracting successors. General admission $3,750 + GST per firm (up to 3 attendees); discounted rate of $2,000 + GST for existing Slipstream clients.
• Project Uplift Trademarked 12-step pricing and client strategy methodology that teaches accountants and financial planners to communicate value, improve pricing, and work with fewer, more ideal clients to grow profit. Delivered via coaching engagement with proprietary tools including fee calculators, scripts, and implementation frameworks.

Quantifiable outcome

• Clients typically find 8-10 EBIT points hidden in workflow friction, poor visibility, legacy pricing, and outdated systems
• +4 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• MorningstarcoreStrategic or Co-development Partner · 1 January 2025In 2025, Sharon McClafferty partnered with Morningstar to deliver strategy workshops for financial advice business owners. Originally developed for Morningstar's Adviser Study Tour to Chicago, the session was expanded and delivered three additional times at Morningstar's Sydney offices for adviser groups from multiple states.
• NetwealthminorGTM or Marketing PartnerSharon McClafferty featured on Netwealth's 'Between Meetings' podcast hosted by CEO Matt Heine, discussing high-performing firm characteristics.
• ANZminorChannel Partner/ Reseller/ DistributorANZ bank listed as a client/integration partner. Slipstream works with various firms that use ANZ banking and financial services.
• BDOminorChannel Partner/ Reseller/ DistributorBDO listed as a client/integration partner in Slipstream's 'In action for' section showing professional firm relationships.
• Chartered Accountants Australia and New Zealand (CA ANZ)minorChannel Partner/ Reseller/ DistributorProfessional body listed as client in Slipstream's 'In action for' section showing relationships with major accounting bodies.
• CPA AustraliaminorChannel Partner/ Reseller/ DistributorProfessional body listed as client. Andrew Albury has been involved with CPA Australia through committee roles, board involvement and conference presentations.
• BT (DiUS/BT Financial)minorChannel Partner/ Reseller/ DistributorBT listed as client. Sharon McClafferty featured on BT's HerAdvice Podcast discussing diversity at the leadership table.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Succession Plus: Australian advisory firm specializing in succession and exit planning for accounting practices. Highly comparable to Slipstream's Pathway to Succession workshop and overall niche focus on accounting firm owners.
• Bstar: Australian accounting practice performance coaching firm. Directly competes with Slipstream in the same vertical — coaching owners of accounting firms on growth, pricing, and profitability — with a comparable practitioner-led approach.

Broad incumbents

• Strategic Coach: Global entrepreneur coaching firm with a structured workshop and retainer model for owner-operators. Operates in the broader SMB coaching space Slipstream occupies, with comparable practitioner-style tools but a non-vertical, global approach.
• EOS Worldwide: Global SMB coaching franchise using the Entrepreneurial Operating System for owner-led businesses. Comparable methodology (structured framework, workshops, retained coaching) but operates across all SMB verticals rather than specializing in professional services.
• Findex: Large Australian accounting and advisory firm that provides practice management support and growth advisory to accounting firm owners as part of its broader portfolio. Overlaps with Slipstream's value proposition but as part of a much wider service offering.

Emerging players

• Karbon: Practice management software built specifically for accounting firms, with workflow, team collaboration, and client delivery features. Adjacent to Slipstream's practice management tooling layer; serves the same firm-owner target market from a software angle.
• Practice Ignition: Australian SaaS platform serving accounting and professional services firms with workflow, proposals, and client engagement, complemented by community and education content. Adjacent to Slipstream's Syft/Coach Accountable tooling layer and serves the same firm-owner audience.

Regional players

• The Growth Faculty: Australian executive education and leadership development provider serving senior leaders and owner-operators. Similar business model (events, workshops, retained learning) but broader executive audience rather than accounting/advice-firm specialty.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/slipstreamgroup
• Xx.com/SlipstreamCoach
• Facebookfacebook.com/slipstreamgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Slipstream Group