You introduce
Send the client's situation and what they are weighing. A name and two sentences is enough to start.
Referral partners
Refer a client. We handle the transition.
When a client is weighing a transition, succession, valuation, or sale, ATP does the specialist work and keeps you informed throughout.
Working alongsideAttorneys · CPAs · Financial advisors · Consultants · Insurance · Family offices · Business coaches · Recruiters
Why partner with ATP
Specialized guidance that strengthens your relationship.
Independent perspective
Platform-neutral guidance centered on the client's objectives, economics, and long-term goals.
Complex decisions, coordinated well
Support across advisor transitions, succession, practice valuation, CPA wealth integration, recruiting, and M&A planning.
Confidential and relationship-first
Introductions are handled discreetly, with clear communication and respect for the trust you have earned.
How a referral works
Three steps, and you stay in the loop.
No formal agreement is required to refer a client.
ATP does the specialist work
We evaluate the options, model the economics, and move at the client's pace. Every conversation is confidential.
You stay informed
You are kept in the loop at the points that matter throughout the process.
Have a client in mind?
Tell us the situation. We will give you a straight answer on whether we can help.