Partnerships for advisors.
How a fiduciary, a bank, an M&A advisor or a lawyer brings us into a client’s succession.
You keep the client.
The relationship stays yours, from the first call to the handover, and so do your mandate and your billable work. We give no tax, legal or financing advice.
We run the process.
- An independent lead, with no stake in any one outcome
- One plan for every advisor, approved by the owner and followed up at every milestone
It starts with a call.
- 1A free, confidential 30-minute call on your client’s situation
- 2If the owner agrees, the diagnosis or the Sprint
- 3Your part named in the plan, with a deadline