The Executive Partnership Program turns the CPAs you already employ into licensed referral partners. Every qualifying client pays your firm $40,000–$50,000 per tax case — without hiring planners, building a wealth arm, or disrupting tax season.
A 30-minute executive conversation with Doug Vincent, President & CEO. No pitch deck — we'll walk through fit, economics, and whether it makes sense for your firm.
The economics
* Per-case revenue and annual tax-savings figures reflect historical engagements documented in the active partner book and are not a promise of future results. Partnership economics vary by firm and are disclosed during qualification.
The firm problem
Every partner we talk to already knows about these. Most are waiting for the right moment to fix them — and the right partner to make it realistic.
Most CPA firms have clients who need retirement income, tax-efficient wealth, and risk-management advice. Those dollars are usually leaving — to outside advisors, insurance brokers, and wirehouses. Every one of those conversations you don't own is $40,000–$50,000 in planning revenue walking out the door.
Hiring a CFP team, getting your partners licensed, standing up compliance, running new client workflows — it's a two-to-three-year distraction from the work that already pays your bills. Most firms never get past the first 90 days. The Executive Partnership Program collapses that entire build into a single licensing step.
75% of CPAs are at or near retirement. Firm valuations hinge on recurring advisory revenue, not one-time tax filings. Without a planning line, partners exit at a discount — and the next generation walks into a firm that looks exactly like yesterday's.
How it works
Not a handshake. Not a pitch deck. A structured, phased process that protects your tax season, protects the client experience, and protects your firm's brand.
We map your client book against partnership-fit criteria — client count, income profile, service gaps. Outcome: a shortlist of clients for whom planning would be clearly additive, no guesswork.
A structured due-diligence conversation — mutual. You evaluate our process, team, and compliance posture. We evaluate fit, timing, and shared values. Most conversations end here if it isn't the right fit. That's the point.
Partnership terms, role mapping, the licensing path for your partners (we walk you through it), co-branded materials, client-intake workflows, KPI dashboard. Typically 30–60 days, structured so tax season is never disrupted.
Co-selling and delivery. Your firm makes the warm introduction. Our planners run the engagement — retirement, tax strategy, protection, estate. Every qualifying case pays the firm $40,000–$50,000 in planning revenue. The client experience is seamless.
Quarterly KPI reviews, revenue-share reconciliation, client-cohort expansion, and continuous improvement. Firms in the program typically see a recurring planning line worth 20–30% of firm value within 24 months.
Who we partner with
We run a small program on purpose. We're selective about who we onboard because the partnership only works when the firm is the right size, in the right market, with the right kind of clients. If the shoe fits, you'll know inside five minutes.
$2M–$10M revenue, 15–50 professionals, 3–8 equity partners, 200–1,000 active business clients. The program is built for firms ready to deepen client relationships and stand up a recurring planning revenue line without hiring planners.
Clients with $1M+ taxable income, business owners with complex returns, pre-retirees 50–65 seeking comprehensive solutions. If your clients routinely pay $50k–$150k+ in annual tax, you're in the fairway — and each qualifying case is worth $40,000–$50,000 in planning revenue.
Firms preparing for succession, needing to enhance valuation 20–30% via recurring revenue, or losing clients to full-service competitors. If you've thought about adding planning but don't want to hire a team to do it, this is the program.
What your firm can deliver
These are the four planning lines your high-income clients are already using somewhere else. Partner with us and they use them at your firm, with your partners leading the relationship.
Retirement Planning
Your pre-retiree clients (typically 50–65, $1M+ taxable income) need a real retirement income strategy — not a 401(k) rollover quote. Our planning team builds full retirement-readiness plans: withdrawal sequencing, Social Security optimization, Roth conversion ladders, pension elections, and long-term wealth preservation. Every plan is co-branded with your firm and delivered through the relationship your firm already owns. You stay the trusted advisor; we run the file behind you.
Engagement includes
Tax Strategy
Your clients already trust you with compliance. We layer on the planning side — the strategies that move the needle when $1M+ of income is in play. Our tax-strategy team builds entity restructurings, retirement-plan design (cash balance, defined benefit, Solo 401(k)), Qualified Opportunity Zone placements, charitable structures, and owner-compensation optimization. Documented results in our partner book run from $26,000 to $312,000 in annual tax savings per client. Everything runs through your firm under co-brand.
Engagement includes
Life & Protection
For business-owner clients, life insurance is rarely about a death benefit — it's about buy-sell funding, key-person protection, tax-advantaged cash accumulation, and estate-liquidity planning. We design and implement insurance-integrated strategies, structured and illustrated, delivered through your firm by our team. No pressure products, no commission-driven pitches. Your clients get strategy first; the policy is the instrument, not the goal.
Engagement includes
Estate & Wealth
For the clients who moved from high-income to high-net-worth, the next question is preservation and transfer. We coordinate with your firm and the client's attorney to design generational wealth structures — irrevocable trusts, SLATs, grantor-trust strategies, charitable lead and remainder trusts, gifting ladders, and asset-titling reviews. Everything is modeled against the client's full tax picture (because your firm sees it) and executed without handing the relationship off to an outside wealth shop.
Engagement includes
Real closed cases
Documented engagements from the partner book. Each one started with a referral from a CPA firm that didn't have planning capacity in-house and is now booking $40,000–$50,000 in planning revenue per case while the client stayed with their firm.
$312,000 annual tax savings
Multi-state business owner
Owner of a 3-entity operating group with $4.8M in taxable income. Restructured compensation, layered a defined-benefit + cash-balance pairing, and shifted retained-earnings allocations. Result: $312,000 in documented annual tax savings, recurring planning revenue to the partnering CPA firm.
$98,000 annual tax savings
Pre-retiree professional couple
Dual-income couple, age 58/61, $1.6M taxable income, equity-comp heavy. Built a Roth conversion ladder, charitable-trust structure, and withdrawal-sequencing plan. Result: $98,000 annual tax savings plus a retirement readiness plan their CPA delivers under co-brand.
$26,000 annual tax savings
Established medical practice
Single-shareholder S-corp practice, $850k taxable income. Reset reasonable compensation, added a Solo 401(k) with after-tax contributions, and re-titled investment property. Result: $26,000 annual tax savings and a deepened relationship between the CPA and a flagship client.
* Annual tax-savings figures reflect documented results from active partner-firm engagements. Individual outcomes vary by client income, entity structure, and applicable tax law. Past results are not a guarantee of future outcomes.
The team behind the program
When your firm sends a client to us, they meet credentialed planners who have done this work at the highest level — not a junior team in a satellite office.
Founder & CEO
President & CEO, Greater Washington Retirement Income Solutions
31 years guiding pre-retirees, business owners, and high-income professionals toward long-term wealth preservation and impact. Architect of the Executive Partnership Program. Doug leads every executive partnership conversation personally — there is no junior gatekeeper on the strategy call.
The planning bench
Managing Partner, M.A. Epps & Associates
Expert in retirement income, estate preservation, and tax efficiency with 25 years in finance and executive leadership.
Managing Partner, KG Financial
Specialist in tax reduction, retirement readiness, and estate coordination for business owners and high earners.
Operations Specialist
Ensures partnership engagements are executed with precision — supporting team operations and the partner-firm client experience from intake through delivery.
Founder, Beyond Freedom Financial
Empowers small business owners with strategic, growth-focused tax planning built on 20+ years in corporate accounting.
Co-Founder, Beyond Freedom Financial
Helps clients align financial freedom with purpose, fulfillment, and long-term stability — with 29+ years in accounting and tax strategy.
What partners ask
Yes. Partners who want to personally share in planning revenue go through a defined licensing path (typically Series 6 or 7 plus state insurance licenses) during onboarding. We walk you through every step. Most firms structure it so one or two partners get licensed and become the named referral partner for the firm; everyone else continues to do compliance work. Both structures are supported and fully compliant.
A qualifying tax case is typically a high-income client (~$1M+ taxable income, business-owner or pre-retiree profile) where the planning engagement covers retirement income, tax strategy, insurance, and/or estate work. Across a typical engagement, planning, advisory, and product revenue lands in the $40,000–$50,000 range, shared with your firm via a structured revenue-share agreement defined during onboarding.
Every partnership is custom, based on your firm's client mix and preferred role in the engagement. Typical structures involve a revenue share on planning, insurance, and advisory revenue generated from your client base. We walk through specifics during the strategy call; there's no standard price sheet because every firm is different.
No. Onboarding is structured to finish before January 1 or start in mid-April. Our planning team handles scheduling and intake. Your partners are never pulled into a client meeting during tax season because of a WealthShield engagement.
You do. Every engagement is co-branded. Your firm is the point of trust; we're the planning engine behind you. Client communications reference your firm first. Contracts, custody, and statements flow through the proper regulated channels, but the relationship stays with your practice.
We operate within a fully regulated financial-services compliance framework, with documented supervision, books and records, and a designated compliance contact for each partner firm.
Most firms have their first qualified client engagement inside 60–90 days of signing. Year-one revenue depends on your client mix; firms with 50+ high-income clients typically see six-figure planning revenue in year one and a compounding recurring line starting in year two.
Start the conversation
Get licensed. Refer your high-tax clients. Earn $40k–$50k per case. We handle everything else.We'll walk through fit, economics, and whether the program makes sense for your firm's next chapter. If the timing isn't right, we'll say so.
Prefer the phone? (301) 242-3303 — 6411 Ivy Lane, Suite 602, Greenbelt, MD
30 minutes, direct with Doug Vincent. You'll leave with a clear read on whether this is the right time, the right program, and the right economics for your firm.
