What is a CPA relationship worth?

The average CPA in the program has 500 clients

66% have retirement plans= 330 planning opportunities

Average Retirement Plan is $143,000*

CPA Relationship
$143,0000 average retirement plan
x 330 opportunities


$47,000,000 in potential retirement planning

CPA Relationships
x $47,000,000
in potential opportunities


$188,000,000 in potential leveraged assets

  • If you are looking for more clients and more casework…  
  • If you are an entrepreneur at heart…
  • If you are proficient with qualified and estate planning strategies OR if you are able to work with a team who is…
  • If you have a current book of business that is built on relationships and not transactions…