Center of Influence
For the accountants, attorneys, bankers, and advisors who already trust their clients to us.
How this works
Owner-operators between $5M and $50M in revenue rarely shop for a fractional CFO. They accept a warm introduction from someone they already trust. That is where you come in.
The Center of Influence program is a small, deliberate network of professionals who already know our work and introduce us to clients we can help. In exchange, two things flow back to you:
- A 50% off voucher on any of our diagnostic projects, which you can hand to anyone in your network who would benefit.
- A commission on the engagements that follow (15% one-time on projects, 10% monthly for the first 12 months of any retainer), where your firm's rules allow it.
For attorneys whose bar rules restrict referral fees, the relationship runs on mutual professional courtesy: the voucher is yours to give, the commission is waived, and the reciprocity is the value.
Who fits
- CPAs and tax advisors with clients between $5M and $50M who keep outgrowing the books.
- Transactional attorneys whose owner-operator clients are weighing a sale, raise, or partner buyout.
- Commercial bankers and wealth advisors whose clients run real operating businesses on the California coast.
- Insurance, payroll, and benefits brokers who sit close to owner decisions.
What happens next
Tell us a little about your practice using the form. If there's a fit, we schedule twenty minutes. We talk through who you serve, where you see your clients get stuck, and whether the kind of work we do would be useful to them. No pitch, no slide deck.