The ecosystem we operate inside.
We are independent — but we are not alone. We hold practice-grade relationships with a small number of platform and software partners. We never resell their products.
Three ways we work with new partners.
We open partner conversations once a quarter. The bar is high — we only work with firms whose engineers we would happily put in front of our customers.
Co-delivery
Joint engagements where we deliver the platform engineering and you deliver the business or application layer.
Referral
Lightweight introduction agreement for advisors with adjacent practices. No commission — we will not bias your advice.
Technology
Practice partnership with ISVs whose products we operate at scale. Unpaid; we earn the partnership by doing the work.
Ready to model what independent support looks like for your estate?
Fixed-fee two-week assessment. We deliver a renewal-trajectory model, risk grading, and a written recommendation — yours to keep, no obligation.