For Referring Advisors
I work alongside you. Not instead of you.
Your clients trust you. When they need something outside your scope — institutional-grade analytics, AI-powered operational systems, or capital strategy that connects tax, entity structure, and financing in one model — I'm the person you send them to. I build it, hand it off, and your client comes back to you better organized and better informed.
Who sends clients my way
CPAs & Tax Advisors
When to refer:
- Client needs proactive tax-capital strategy, not just compliance
- They're asking about QSBS, Opportunity Zones, or cost segregation and you want someone to model the scenarios
- Their books are clean but their data infrastructure is a mess — they need dashboards, automated reporting, or financial models
- They're preparing for a sale or capital raise and need bank-ready analytics
What they get back: A client with clean financial models, documented data systems, and a capital strategy that makes your tax planning easier.
Business Attorneys
When to refer:
- Client is restructuring entities and needs the analytical work to model tax impact across scenarios
- They're doing succession or exit planning and need financial projections and capital stack analysis
- Operational complexity has outgrown their current systems and they need someone to build infrastructure, not draft more agreements
What they get back: A client with clear financial models that inform your legal structuring decisions.
Commercial Lenders & Bankers
When to refer:
- Borrower has a strong business but can't produce bank-ready financials or projections
- They need help modeling the deal — debt service coverage, cash flow projections, sensitivity analysis
- Good operator, messy data — the story is there but the numbers don't tell it yet
What they get back: A borrower who shows up with institutional-quality packages that make your underwriting straightforward.
Financial Advisors & Wealth Managers
When to refer:
- Client's business is their largest asset but they have no visibility into its real value or operational efficiency
- They want to deploy AI or automation but don't have the technical team to evaluate or build it
- Business owner needs to professionalize operations before a liquidity event
What they get back: A client whose business operations are transparent, measurable, and ready for the conversations you need to have about wealth.
How the referral works
You introduce us
Email, phone call, or have your client visit this site. No formal process — just a warm introduction.
I assess fit
30-minute call with your client. If I can't help, I'll say so and point them to someone who can. No pressure, no pitch.
We scope a pilot
One clear problem, 30–60 days, fixed price. Your client sees measurable ROI before committing further.
You stay in the loop
With your client's permission, I keep you informed. The systems I build often make your work easier — cleaner data, better models, organized records.
What I don't do
So we're clear on the lanes:
I build systems, models, and infrastructure. I provide strategic analysis that connects the dots between the work you and their other advisors do. Your client gets better — and easier to serve.
Have a client in mind?
Send them my way or reach out directly. I take on a small number of engagements each quarter, so earlier is better.
Or have your client visit matthewd.com/assessment for a free business health assessment.