You keep the relationship
Every engagement runs through your firm. You make the introduction, you stay at the center, and your client hears one consistent voice — yours, backed by our bench.
Advanced Planning · Co-Delivered
The strategies your best clients ask about. Delivered through your practice.
Blue Peak Allies partners with established CPA firms to co-deliver advanced planning for clients earning high six, seven, and eight figures. Our licensed professionals do the specialist work. The client relationship stays exactly where it belongs — with you.
A partnership that runs through your firm — never around it. No referral handoffs. No poaching. Your clients stay yours, and your firm earns on every engagement.
The Model
Alongside your practice. Never around it.
Most firms face the same wall: your highest earners qualify for planning you can't offer in-house, and building that capability means hiring specialists, taking on new licensing, and betting years of overhead on it. Co-delivery removes the wall without the bet.
We bring the licensed professionals
Advanced planning is designed and implemented by our in-house team of tax attorneys, CPAs, and credentialed planning specialists. You never have to become the expert yourself — and you never outsource your credibility to a stranger.
Your firm earns on every engagement
Co-delivered engagements create a new stream of fee income for your practice — from clients you already serve, without hiring a single specialist.
How It Works
Four steps. One team. Your letterhead.
1
Identify
We help you spot which clients likely qualify — income profile, entity structure, upcoming liquidity events. Most firms find candidates in their existing book within the first conversation.
2
Introduce
You bring us in as your advanced-planning partner. It's a joint conversation: your client, your lead, our specialists at the table.
3
Co-deliver
Our licensed professionals design and implement the strategy while you stay at the center of the relationship — informed at every step, never sidelined.
4
Grow
Your client gets access to planning most firms can't offer in-house. Your practice earns fee income it never had to staff for — and a deeper moat around its best relationships.
Who It's For
Built for firms whose clients have outgrown standard planning.
You don't need a big book — you need the right names in it. Co-delivery is designed for CPA practices serving high earners whose situations justify strategies beyond compliance work: entity and compensation structuring, qualified-plan design, charitable and pre-exit planning among them.
If a handful of clients came to mind while reading this, the fit call will be worth your fifteen minutes.
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High six-figure earnersProfessionals and owners whose income has outpaced the strategies most practices carry in-house.
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Seven-figure business ownersOperating businesses with the income, entity structure, and appetite for planning that actually moves the needle.
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Eight-figure incomes & liquidity eventsExits, windfalls, and concentrated positions — the moments where advanced planning matters most.
Aligned Incentives
A win on every side of the table.
Co-delivery only works because everyone's interests point the same direction. That's by design.
Your Client
A deeper bench
Access to advanced strategies most firms don't offer in-house — with potential savings that, depending on the situation, can be significant. Delivered by the advisor they already trust.
Your Firm
A new revenue line
Deeper client relationships, a differentiated offering, and new revenue from your existing book — without new hires, new licenses, or becoming the expert yourself.
Blue Peak Allies
A partner, not a vendor
We succeed only when the plan delivers for your client and your firm. Long-term partnerships are the entire business model — poaching clients would end ours overnight.
Next Step
Fifteen minutes tells you if it fits.
No pitch deck marathon. A direct conversation about your client base, what co-delivery would look like for your practice, and whether it's worth going further.
Request Your 15-Minute CallNo cost. No commitment. Your clients stay yours.