Strategic Partners
Bring your clients a tax position you can stand behind.
The EBMG Strategic Partner Program gives advisors a tax and CFO capability to place alongside their own work, with the scope, the authorities and the boundaries stated in writing.
Who partners with us
Accounting and legal
Accountants, CPAs and attorneys who want a planning position modeled and documented before a client acts on it.
Investment, wealth and insurance
RIAs, financial advisors and planners, wealth managers, bankers, investment and stock brokers, investment bankers, fund and portfolio managers, and insurance agents and brokers whose recommendations depend on where a client stands after tax.
Talent and sports
Talent managers, talent agents, sports agents and coaches whose clients earn across several states in a small number of years.
Practice software platforms
Practice management, EMR, booking, payments and marketing platforms serving med spas and physicians. Their customers hit the tax, margin and cash flow questions the software was never built to answer.
What the partnership gives you
Positions you can defend
Lawful planning with the reporting standard named and the authorities recorded at the time the position is taken, so what you put in front of a client holds up when it is questioned.
Your client stays yours
We are brought in for the tax and CFO work and we stay inside it. We do not approach your clients about the services you already provide them.
A strategist for your audience
A tax strategist for your webinars, speaking to your audience on the planning questions they actually ask.
Written boundaries
What we do, what we do not do, and what we will not sell, written down before the first referral rather than discovered after it.
Eligibility
To qualify you need a professional website representing your services, demonstrated expertise in financial services, and an established client base of high net worth athletes, entertainers, entrepreneurs and executives.
How it works
Discovery call
You describe your client base. We say where our work fits it and where it does not.
Written plan
How referrals are made, who says what to the client, and what each side is responsible for.
Ongoing partnership
Reviewed on a set cadence against what it actually produced, not against what it promised.