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Book Strategy Triage (10 min)

Your referrals deserve better.

White-glove handoffs. No pressure. Clear scope. Your client treated like your client—every time.

Join Partner Network Find your role

Who is this for?

Choose your role—jump straight to what fits you.

Lenders / financing brokers

You're the advisor on the capital side; I'm the next layer that locks in the relationship for the long term. With experience in capital markets, I focus on planning, forecasting, operations, and long-term planning—including the insurance and risk products business owners need. Relationship continuity and the highest level of servicing for capital and debt products are what we deliver together.

Where is the opportunity?

Business owners are already having a challenging time securing better capital and scaling their business. Many face decision fatigue, struggle to delegate, and have a hard time hiring and scaling the parts of their business they can't do themselves—financials, HR, ops, risk. The Silver Wave adds urgency: thousands of Boomer-owned businesses retire daily with no succession plan. Your clients need someone who aligns ops, planning, and risk with the capital relationship.

When to refer

Your client is in capital or restructuring conversations—refinance, covenants, new debt, growth capital—and would benefit from someone who aligns ops, planning, and risk with that relationship so the client is set up for the long term, not just the transaction.

What I handle

Triage and diagnostic first, then implementation: operating cadence, forecasting, reporting, and—where relevant—insurance architecture and risk alignment. All in sync with you and your timeline.

Your win

Your client gets continuity and execution beyond the deal. You stay the trusted capital advisor, with a licensed partner who delivers on planning and servicing so the relationship sticks.

CPAs / tax strategists

I work alongside you as the next layer of support so your clients can act on the numbers you help them see.

Where is the opportunity?

Your clients have the numbers but often lack the bandwidth to turn insight into action. Decision fatigue, competing daily fires, and parts of the business they can't do themselves (ops, hiring, delegation) create gaps. Many are in the Silver Wave—50s, 60s, 70s—with no clear succession or retirement path. Referrals to someone who installs operating reality create cleaner inputs for you and better outcomes for them.

When to refer

Tax surprises, owner comp planning, or the frustration that "the numbers don't tell the story"—the client needs someone to turn insight into operating reality.

What I handle

Operating and reporting clarity, cash flow visibility, and strategic alignment. Implementation that makes the numbers usable day to day.

Your win

Your client is better prepared for planning; you get cleaner inputs and a partner who doesn't duplicate your work.

Attorneys (corporate / estate / M&A)

Deals and plans hold up when ops and continuity are built in. I stay aligned with your timeline and scope.

Where is the opportunity?

Buy-sell and succession work often reveals that clients have no operating readiness—messy ops, no key-person planning, no continuity. The Silver Wave means more owners are facing succession without a plan. Your clients need someone who builds the operating and continuity layer so deals and estate plans actually stick, without overstepping your scope.

When to refer

Buy-sell, succession, or entity work where operating readiness and continuity directly affect the outcome.

What I handle

Operating readiness, key-person and continuity planning, and coordination with your process. No overstepping—clear handoffs and permission-based updates.

Your win

Deals and plans that stick; fewer "we didn't know that" surprises for you or the client.

Fractional CFOs / bookkeeping firms

You produce the numbers; I help the client run the business on them. We're complementary, not overlapping.

Where is the opportunity?

Clients have numbers but no operating system—they're overloaded, can't delegate, and struggle to scale the parts they can't do themselves. Many lack bandwidth for long-term planning. The Silver Wave creates urgency for owners who need to get their house in order before exit or succession. You stay the financial backbone; I install the cadence and execution layer.

When to refer

The client has numbers but no operating system or strategic runway—they need someone to install the cadence and execution layer.

What I handle

RevOps, cadence, forecasting, and implementation. Built to work with the outputs you already provide.

Your win

Your client can actually use the numbers you help produce; you remain the financial backbone with a clear ops partner.

M&A advisors / business brokers

Value at close depends on what's real in the business. I help get the house in order so diligence and integration go smoothly.

Where is the opportunity?

Pre-exit clients often have messy ops, no reporting, and no clear runway—value at close suffers. The Silver Wave drives massive M&A activity as Boomer owners exit. Your clients need someone who gets the house in order, builds reporting, and coordinates with your process so diligence and integration go smoothly. You look like the connector who brought in the right support.

When to refer

Pre-exit cleanup, due-diligence readiness, or post-close integration—when ops and reporting need to be built or tightened.

What I handle

Ops build, reporting, and "house in order" work so value is real at close. Coordinated with your process and timeline.

Your win

Cleaner process and better outcomes for seller and buyer; you look like the connector who brought in the right support.

Commercial P&C brokers

When coverage or risk review surfaces gaps, I'm the licensed partner who can align ops and capital strategy—so the client gets a holistic solution.

Where is the opportunity?

Coverage or risk reviews often surface gaps in ops, capital structure, or continuity planning. Business owners struggle to delegate and scale the parts they can't do themselves. The Silver Wave means more succession and continuity needs. When you surface gaps, the client benefits from one coordinated response—ops, capital, and risk—so they see you as the connector who brought in the right next layer.

When to refer

A coverage or risk review surfaces gaps that need ops or capital strategy, and the client would benefit from one coordinated response.

What I handle

Coordination on exposure, capital structure, and implementation where permitted. Clear communication with you so the client sees one aligned team.

Your win

Holistic solution for the client; they see you as the connector who brought in the right next layer.

Where is the opportunity?

Business owners face capital, scaling, delegation, and hiring challenges. Many struggle with decision fatigue and lack bandwidth for long-term planning. The parts they can't do themselves—financials, HR, ops, risk—create gaps that partners who refer can fill. And the Silver Wave adds urgency.

The Silver Wave

The Silver Wave is the massive demographic shift as Baby Boomers retire and hand off their businesses. Roughly 8 million Boomer-owned businesses exist in the U.S.; about 416,000 retire annually—over 1,000 per day. Yet according to PwC, 66% of U.S. business owners over 55 do not have a robust, documented succession plan.

Trillions in business wealth are transferring. Partners who help clients with succession, continuity, capital strategy, and risk alignment are positioned for a once-in-a-generation opportunity. Your referrals today set up clients—and your relationships—for what comes next.

Why partners refer

Your reputation is on the line every time you make an introduction. I treat referrals as a privilege: I protect your relationship, deliver a predictable experience, and move quickly so your client isn't left wondering what happens next. Integrity, discretion, and clear communication are non-negotiable.

What partners can expect from me

  • • Response within 24 hours on warm intros
  • • Professional, consistent follow-through
  • • Transparent process—no hidden steps or pressure
  • • Permission-based updates only; I don't overshare without client consent

When to refer

These are common moments when a warm intro can make a real difference for your client.

  • • Raising capital / refinancing / debt consolidation
  • • New partner / buy-sell agreement
  • • Key-person dependency
  • • Revenue up but cash tight
  • • Owner income spike / tax surprises / no plan
  • • Concentration risk (one client/channel/product)
  • • Messy ops + no reporting + pipeline leaks
  • • Pre-exit cleanup / planning
  • • New debt covenants
  • • Estate planning / asset protection coordination
  • • Leadership overload / operating chaos
  • • Insurance gaps discovered by CPA/attorney/lender

How it works

1
Warm intro — Email or LinkedIn intro to me and the client (or client's permission to reach out).
2
10-min triage — Quick alignment on situation and fit.
3
Written summary + next step — Diagnostic or clear "not a fit" with reasoning.
4
Implementation — Ops build and/or insurance architecture as agreed.

Meetings can be Zoom, phone, or FaceTime—whatever is most comfortable for the client (visual preferred when helpful). I keep the partner in the loop only with client permission.

Referral & compliance

We follow licensing and referral rules. Any marketing or solicitation arrangements are documented where permitted. For producer compensation and related disclosures, see the Producer Compensation page.

What partners say

"Responsive and clear. My client knew exactly what to expect—no runaround."

— Referral partner

"Finally someone who treats my referral like it matters. White-glove follow-up."

— CPA / tax advisor

"Professional, no pressure. Client was in good hands and I stayed in the loop by choice."

— Attorney

Join the Partner Network

Apply below. Next step is a 15-min Partner Intro—Zoom, phone, or FaceTime, your choice.

Best referral triggers (select all that apply) *

Prefer email? Email Daniel