Strategic Partners
Make exit planning a core service offering
With dedicated partnership management, quarterly co-hosted events, custom content development, and formal SLA-backed referral protocols, we become an extension of your client service team.
Includes everything in tiers 1 & 2, plus:
- Quarterly Co-Hosted Client Events (4 Annually): Host four in-person or virtual events annually with the author, providing premium educational experiences that strengthen client relationships and demonstrate your commitment to comprehensive service.
- Custom Content Development: Receive tailored whitepapers, guides, and educational materials developed specifically for your client base—addressing their unique industry or regional considerations.
- Speaking Engagements (2-4 Annually): Karl Sigerist delivers keynote presentations or workshops at your firm's events, conferences, or client appreciation gatherings—bringing M&A expertise directly to your audience.
- Joint Marketing Campaigns: Collaborate on integrated marketing initiatives—from digital campaigns to direct mail—amplifying reach and reinforcing the partnership across multiple touchpoints.
- Formal Referral Protocols with SLAs: Structured service level agreements ensure clear response times, communication standards, and accountability—giving you confidence when referring your valued clients.
- Dedicated Partnership Manager: A single point of contact who knows your firm, your clients, and your goals—ensuring seamless coordination and proactive relationship management.
Ideal for:
- Mid-sized accounting and advisory firms making exit planning and business transition services a strategic practice area
- Regional law firms with active business law and corporate transaction practices seeking to differentiate through educational programming
- Wealth management firms with a significant book of entrepreneurial clients who need comprehensive succession and liquidity planning
- Industry associations seeking premium member benefits and educational content from recognized M&A practitioner