Advisory partner
Use EVOS insight to deepen your own client conversations and identify where additional enterprise-value support may help.
ACCOUNTANT PARTNERSHIP PROGRAMME
Help your clients build value before a transaction becomes urgent.
Accountants and other finance professionals often see the warning signs first. SAG can add a structured enterprise-value lens while respecting the trust, role and professional responsibilities you already hold.
WHY PARTNER WITH SAG?
Add an enterprise-value conversation — without stepping on the advice you already give.
- Deepen client conversations.
- Offer a complimentary Scorecard.
- Transparent referral terms in writing.
Referral partner
Introduce a Founder who may benefit from the complimentary Scorecard, reviewed Founder report or independent Diagnostic.
PARTNERSHIP PRINCIPLES
Clear relationships. No awkward surprises.
Written terms
Roles, introductions, fees, disclosures and responsibilities must be agreed in writing before a commercial arrangement begins.
Client first
The Founder should understand who is doing what and any relevant commercial relationship or potential conflict.
Professional boundaries
The arrangement must respect regulatory, ethical, independence, confidentiality and conflict requirements.
No inflated promises
Neither party should promise earnings, transaction outcomes or automatic valuation uplift.
PARTNERSHIP STRUCTURE
Referral terms
Referral fee: 5%, capped at £1,000 (plus VAT as applicable). Final terms are confirmed in a written partner agreement.
Fees apply only to introductions to Solomon Apex Group’s own advisory services — never to introductions to investors or buyers.
Referral fee
Referral fee: 5%, capped at £1,000 (plus VAT as applicable). Final terms are confirmed in a written partner agreement.
A commercial model that rewards a successful introduction when the Founder engages.
REFERRAL PROFILE
Our usual starting context
Owner-led UK businesses with approximately £1 million to £20 million in annual revenue, often considering an ownership event or institutional-readiness work within 12 to 36 months.
BEYOND THE USUAL PROFILE
Is SAG right for your client?
Compressed timing, smaller scale or financial records requiring work may change scope and feasibility. They do not automatically prevent a useful conversation.
We assess whether SAG is the right party, whether another professional should lead and whether the Founder has the capacity and authority to act.
HOW IT WORKS
A transparent introduction, then a Founder-led decision.
- 01
You identify a possible fit
A client has an ownership, succession or resilience question that may benefit from structured enterprise-value preparation.
- 02
You make a transparent introduction
The Founder understands why SAG is being introduced and any relevant relationship or commercial interest.
- 03
The Founder starts with the Scorecard
The complimentary self-assessment establishes the Founder view without creating consent, purchase or an obligation to continue.
- 04
Independent work is agreed separately
A reviewed Founder report may lead to an optional call and, where useful, a separately scoped paid Diagnostic.
- 05
The professional relationship stays clear
With the client's agreement, responsibilities, evidence sharing and any later involvement remain explicit.
FREQUENTLY ASKED QUESTIONS
Terms follow evidence and approval.
How do I become a partner?
Begin with a Partnership Enquiry Call. We will discuss your practice, client needs, professional obligations and the type of relationship being considered. A written agreement and any required disclosures come before commercial activity. A handshake alone is not sufficient.
Can I introduce more than one client?
Potentially, but there is no automatic entitlement or earnings promise. Each introduction must be suitable, transparent and handled under the agreed terms and professional requirements.
What if the Founder does not engage?
There is no obligation to proceed. The Scorecard is complimentary, the Discovery Call is optional and paid work requires a separate proposal and acceptance.
How long would a commercial arrangement last?
Only for the period and services stated in an authorised written agreement. Referral fee: 5%, capped at £1,000 (plus VAT as applicable). Final terms are confirmed in a written partner agreement.
What happens after an introduction?
SAG handles its own qualification, proposal and delivery responsibilities. The partner's continuing role, if any, is agreed with the client rather than assumed.
READY TO EXPLORE A PARTNERSHIP?
Discuss your practice, client base and professional boundaries.
Tell us about your practice and the clients you support. We can explore where working together would add value.
PARTNER INTEREST FORM
Tell us about your practice and the Founders you support.
Tell us about your practice and the clients you support. We aim to reply within one working day.