PMS Mortgage Club has launched Path90, a business growth and planning programme for new and established mortgage and protection firms.

The launch, in partnership with Maple Corner Consulting, combines strategic planning, live performance data and quarterly consultancy check-ins.

PMS is the exclusive mortgage club and network partner for Path90.

It is available to PMS firms at different stages of growth, including those planning for succession or a future sale.

Path90 begins with a six-hour strategy session to establish the owner’s goals and assess the firm’s people, costs and revenue.

Firms receive a five-year plan, growth scenarios and priorities for the first 90 days, then use the portal to track revenue, EBITDA, margins and adviser productivity, and model growth and recruitment decisions.

Quarterly consultancy sessions review progress and set the next priorities.

Sesame Bankhall Group head of propositions Kieran Roberts says: “PMS members are highly skilled at advising clients, but running a busy firm can leave little time to step back and assess its performance, value and future direction.”

“By combining each firm’s own figures with regular challenge and support, Path90 helps owners make more informed decisions and turn their ambitions into a practical plan. It is about giving them greater control over what they have built and more choice over what comes next.”