Premier Advisor Partner Program – 15% direct + 5% lifetime override on down-chain. Vendor-neutral, executive-only.
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Premier Advisor Partner • Referral-Only • Vendor-Neutral

Premier Advisor Partner Program
Exclusive Tier for CAs, CPAs & Trusted Business Advisors

Already trusted by a select group of 40+ premier accounting, fractional-CFO and M&A advisory firms across North America.

You introduce your clients and professional network to our executive-only, vendor-neutral IT strategy services. We handle all delivery. You stay the hero and earn substantial recurring income — including a 5% lifetime override on firms you bring into the program.

View Full Commission Structure Request Premier Consideration (15-min call) Standard Referral Program
Limited to 3–4 new Premier Advisors per quarter to ensure white-glove onboarding and support.
Why Premier Advisor Partners love this program:
  • ✓15% commission on direct client referrals.
  • ✓5% lifetime override on all clients from firms you introduce.
  • ✓No delivery risk – we handle everything, you keep the client relationship.
  • ✓Applies to all membership tiers & one-time engagements.

Built for advisors with deep CEO reach.

The Premier Advisor Partner Program is designed for professionals who already have the CEO’s ear — the ones they call before any major decision.

Instead of building an IT consulting arm, you plug into a proven, vendor-neutral executive platform and earn generous commissions for warm introductions.

  • ✓Chartered Accountants / CPAs with strong owner-managed client bases
  • ✓Business management consultants and fractional CFOs
  • ✓Corporate finance and M&A advisors
  • ✓Lawyers and firms with a strong SMB/owner-managed practice
What you don’t have to do
  • No need to build an IT practice or hire technical staff.
  • No need to sell licenses, security tools or hardware.
  • No pressure to sit in on every IT vendor meeting.

You simply make the introduction and stay copied at the level you’re comfortable with. We remain behind you — never in front of your client relationship.

Standard vs Premier Advisor Program

Standard Referral Partner Premier Advisor Partner
Commission on your direct client referrals 15% 15%
Override on clients from firms you introduce None 5% lifetime override
Co-branded assets & templates Basic Full custom suite
Support level Standard White-glove / priority
New partners accepted per quarter Unlimited Only 3–4

View the Standard Referral Program

Premier Advisor commission model

Simple, transparent percentages across memberships and one-time engagements.

Direct client referrals 15%
  • ✓15% commission on eligible revenue from clients you refer.
  • ✓All membership tiers (Growth, Advisory, Counsel).
  • ✓All major one-time engagements.
Down-chain referrals 5% Override
  • ✓5% lifetime override on every client referred by firms you introduced.
  • ✓They still earn their full 15% — you get 5% on top.
  • ✓Continues as long as they remain active.
Key guardrails & notes
  • ✓Calculated on net collected fees.
  • ✓Monthly reporting, quarterly payouts.
  • ✓We never cross-sell unrelated services.
  • ✓Option to credit commission back to client.

Realistic Scenarios — Conservative to Strong Network

Conservative
Most new Premier Advisors start here		 Strong Network
Well-connected CA / CFO practice
Your direct client referrals3 clients10 clients
Peer firms you introduce8 firms50 firms
Avg. clients per peer firm (over 2–3 years)4 clients15 clients
Average monthly client spend$800 USD
Estimated monthly commission ≈ $5,400 ≈ $31,200
Estimated annual commission ≈ $65,000 ≈ $374,400

Illustrative only. Actual results depend on network size, adoption and fee mix.
Most Premier Advisors land between these two columns within 18–36 months.

What’s included as a Premier Advisor

  • ✓Custom Premier Advisor agreement
  • ✓Referral dashboard & monthly statements
  • ✓Full co-branded collateral and email templates
  • ✓Optional joint webinars for your clients
  • ✓Priority support and strategy sessions

Common questions

Do we have to endorse specific vendors?

No — we are 100% vendor-neutral and independent.

How involved do I need to be?

As little or as much as you want. Many stay copied only; others join key calls.

Is there a minimum volume?

We reserve Premier status for advisors with meaningful reach. We’ll confirm fit on a short call.

Ready to explore Premier Advisor status?

We only onboard 3–4 new Premier Advisors per quarter to maintain white-glove service.

Request Premier Consideration (15-min call)

Zero commitment. We’ll review your practice and network and instantly tell you whether Premier or Standard tier is right for you.