Relationship Partners
Move beyond gifting books to building deeper collaboration.
Co-brand your presence, host joint educational events, and formalize referral arrangements that benefit both your clients and your practice.
Includes everything in Tier 1, plus:
- Co-Branded Book Cover or Insert Page: Feature your firm's logo and messaging on a custom book cover or dedicated insert page, reinforcing your brand as part of the client resource.
- Joint Educational Webinars (Quarterly): Co-host quarterly webinars with the author, providing valuable exit planning education to your clients while positioning your firm as a thought leader.
- Referral Agreement Framework: Access a structured referral framework that formalizes how you can introduce clients to M&A advisory services when appropriate, with clear protocols.
- Priority Author Access for Client Events: Get priority scheduling for Karl Sigerist to speak at your client events, adding credibility and expertise to your educational programming.
- Co-Branded Marketing Materials: Receive professionally designed marketing collateral featuring both brands, perfect for client communications, events, and digital campaigns.
- Partnership Announcement Support: We help you announce the partnership with press release templates, social media content, and coordinated messaging to maximize visibility.
Ideal for:
- Accounting firms seeking to deepen client relationships and provide comprehensive exit planning support beyond traditional services
- Law firms wanting to position themselves as go-to advisors for business owners contemplating ownership transitions
- Wealth management practices looking to add tangible value for entrepreneurial clients approaching liquidity events
- Business advisors who want a formalized referral relationship with experienced M&A professionals