Operating Partner / Advisors

For accountants, attorneys and notaries who advise business owners.

When one of your clients needs to hand off operations, we work with you on the case. You remain their advisor; we run the operations.

How it works

1. You introduce the case, with your client's consent.

2. We do the assessment with you present.

3. The proposal is built with your legal or accounting input.

4. You stay involved throughout the engagement.