Business Consultant
Illinois
$12,875
in recurring monthly revenue
Approx. $515,000 in annual client savings
How it works
How do you become your clients' most valuable advisor?
A simple partnership model designed to strengthen trusted relationships while creating long-term strategic value.
Step 1
Start the conversation.
Every partnership begins with a short introductory conversation.
If there’s a mutual fit, a member of our Partnership Development team will personally contact you within 24 hours to walk you through the model.
What this means for you
- Joining the network is completely free
- No complex onboarding
- Personal guidance from day one
Step 2
Learn when the opportunity is right.
Our onboarding is designed to help you recognise the client situations where the partnership creates the greatest strategic value.
You don’t need to become an expert. You simply learn when an introduction genuinely adds value for your client.
Your onboarding covers
- How the partnership model works
- Which businesses are the strongest fit
- When an introduction makes strategic sense
Step 3
Make a trusted introduction.
When the opportunity is right, simply introduce a business owner or executive you already know.
No selling. No technical conversations. Just a warm introduction between trusted relationships.
Your role
- Make the introduction
- Stay the trusted advisor throughout
Step 4
We take care of the specialist work.
From the moment the introduction is made, our specialist team manages the entire process together with your client.
You stay focused on your existing relationships while we coordinate the work behind the scenes, requiring little to none of your time.
Our team supports
- Company qualification
- Discovery & Alignment Meeting
- Census coordination
- Proposal & implementation guidance
That’s what makes this model so compelling: your clients gain lasting value, you strengthen your role as their trusted advisor, and you build recurring revenue—all without changing how you build relationships.
In practice
See how trusted advisors are using the partnership.
Fractional CFO
Colorado
$24,425
in recurring monthly revenue
Approx. $977,000 in annual client savings
Accountant
Florida
$5,250
in recurring monthly revenue
Approx. $210,000 in annual client savings
PEO Advisor
Tennessee
$18,315
in recurring monthly revenue
Approx. $732,600 in annual client savings
Business Consultant
Virginia
$41,570
in recurring monthly revenue
Approx. $1,662,800 in annual client savings
Tax Advisor
Texas
$7,480
in recurring monthly revenue
Approx. $299,200 in annual client savings
CPA
New York
$11,340
in recurring monthly revenue
Approx. $453,600 in annual client savings
Payroll Consultant
Ohio
$19,760
in recurring monthly revenue
Approx. $790,400 in annual client savings
Fractional CFO
Georgia
$14,620
in recurring monthly revenue
Approx. $584,800 in annual client savings
Insurance Broker
Pennsylvania
$53,860
in recurring monthly revenue
Approx. $2,154,400 in annual client savings
Payroll Consultant
Nevada
$28,890
in recurring monthly revenue
Approx. $1,155,600 in annual client savings
CPA
North Carolina
$17,980
in recurring monthly revenue
Approx. $719,200 in annual client savings
CPA
New York
$11,340
in recurring monthly revenue
Approx. $453,600 in annual client savings
Payroll Consultant
Ohio
$19,760
in recurring monthly revenue
Approx. $790,400 in annual client savings
Fractional CFO
Georgia
$14,620
in recurring monthly revenue
Approx. $584,800 in annual client savings
Insurance Broker
Pennsylvania
$53,860
in recurring monthly revenue
Approx. $2,154,400 in annual client savings
Payroll Consultant
Nevada
$28,890
in recurring monthly revenue
Approx. $1,155,600 in annual client savings
CPA
North Carolina
$17,980
in recurring monthly revenue
Approx. $719,200 in annual client savings
Business Consultant
Illinois
$12,875
in recurring monthly revenue
Approx. $515,000 in annual client savings
Fractional CFO
Colorado
$24,425
in recurring monthly revenue
Approx. $977,000 in annual client savings
Accountant
Florida
$5,250
in recurring monthly revenue
Approx. $210,000 in annual client savings
PEO Advisor
Tennessee
$18,315
in recurring monthly revenue
Approx. $732,600 in annual client savings
Business Consultant
Virginia
$41,570
in recurring monthly revenue
Approx. $1,662,800 in annual client savings
Tax Advisor
Texas
$7,480
in recurring monthly revenue
Approx. $299,200 in annual client savings