The 15-Minute Fit Call
One short call to see whether co-delivered advanced planning fits your client base — which of your high earners likely qualify, what the model looks like in practice, and what it could mean for your firm's bottom line.
No cost. No commitment. And your clients stay yours — this is co-delivery, not a referral handoff.
The Agenda
We keep it tight because your time is billable. Three questions, answered directly.
The income thresholds, entity types, and situations — high six, seven, and eight figure earners — where advanced planning is actually on the table. Think entity and compensation structuring, qualified-plan design, charitable and pre-exit planning.
Who does what, how communication runs, and how our internal licensed professionals plug into your existing client relationships.
How the new revenue line works, what it typically looks like per engagement, and what it costs you to get started — which is nothing.
The Difference
Most "partnerships" pitched to CPAs are referral programs in disguise: you hand over a client and hope for the best. That is precisely what this isn't.
| Typical Referral Handoff | Co-Delivery with Blue Peak | |
|---|---|---|
| The client relationship | Transferred — you hope they come back | Stays with your firm, always |
| The specialist work | Done somewhere you can't see | Done by our licensed professionals, with you at the table |
| Your firm's earnings | A one-time referral fee, if that | A revenue share on every engagement, structured up front |
| What your client sees | Being passed to a stranger | Their trusted CPA, with a deeper bench behind them |
| Your required expertise | You're out of the loop entirely | Informed at every step — but you never have to become the expert |
Is It Worth the Call?
Not every practice is a fit, and we'd rather both know in fifteen minutes than find out three months in. If any of these sound like your book, the conversation will be useful.
You serve clients earning from the high six figures into eight — even just a handful.
Clients have asked about strategies beyond compliance work and you'd like a better answer than "that's not something we do."
You want fee income that doesn't require new hires, new licenses, or becoming the expert yourself.
You've been burned by referral arrangements before and want a model where your clients stay yours — in writing, in practice, in incentives.
Book Your Call
Fifteen minutes with a founder — not a sales development rep reading a script.
Reach out with a time that works for youTell us about your firm in the form below
We talk through your client base for 15 minutes
You decide if it's worth a deeper look
Prefer the phone? Call us at (954) 331-7630 or email info@bluepeakallies.com
Questions CPAs Ask First
No — and this is the foundation of the entire model. Co-delivery means every engagement runs through your firm and the relationship stays with you. Our business depends on long-term partnerships with CPA practices; poaching a client would end that partnership and, with it, our business model.
No. Our internal licensed professionals design and implement the planning. You're informed at every step and always in the room, but you never have to carry the technical load — that's exactly the gap co-delivery fills.
Our in-house team of tax attorneys, CPAs, and credentialed planning specialists — not an outsourced network, not a hand-off to a third party you've never met. The same people you meet in the first conversation are the ones doing the work.
Every strategy we co-deliver is established, code-grounded planning — not gray-area schemes. Each engagement is designed and documented by our licensed professionals, produces the substantiation that supports the return position, and defines your firm's scope of responsibility in writing before work begins. We stand behind our work if a plan is ever examined.
We're paid a planning fee within each engagement, disclosed to you and the client up front in writing — the same document that sets out your firm's revenue share. No hidden compensation, no surprises after the fact.
Each co-delivered engagement includes a revenue share for your practice, structured up front and in writing. The specifics depend on the engagement type, which is exactly what the fifteen-minute call is for.
Generally your top-earning clients — business owners, high-earning professionals, and those approaching liquidity events. On the call we'll walk through your book at a high level (no client names needed) and tell you honestly how many are likely to qualify.
Nothing, and there isn't one. Fifteen minutes, straight answers, and if it's not a fit we'll tell you so on the call. We only win when a partnership works for your firm and your clients — anything else costs us more than it makes.
The clients are already in your book. The question is whether they qualify — and that's a question we can answer quickly.
Request Your 15-Minute Call
