Our Unique Model
Our unique Joint Venture model creates value-driven partnerships between RIAs and Tax Firms, as well as Accounting Services and Tax Firms. Our approach focuses on fostering collaborative relationships that enhance service offerings, broaden revenue streams, and unlock untapped growth opportunities.
Strategic Partner
Search
We conduct a comprehensive search to find the ideal partner for your firm. Our goal is to align you with a partner who complements your business, enhancing your service capabilities and market reach.
Innovative Partnership Structure
We establish a new partnership with a streamlined equity model: 45% GP equity for you, 45% GP equity for your partner, and 10% LP equity for us. This structure ensures that all parties are invested and actively contributing to the joint venture’s success.
Revenue & Distribution
Alignment
All referrals within the partnership are routed through a shared General Partnership, with distributions paid after costs are accounted for. This approach allows both firms to focus on delivering exceptional value to clients while maximizing revenue potential.
Enterprise Value
Sharing
We incorporate a forward-looking strategy by setting specific performance indicators at the outset. If a Letter of Intent (LOI) meets these criteria, either partner can proceed, or exercise their first-right-of-refusal to maintain their stake in the venture.
Frequently Asked Questions
We specialize in establishing partnerships between RIAs and Tax Firms, as well as between Accounting Services and Tax Firms. Our goal is to create mutually beneficial ventures that expand capabilities and drive growth.
Our partnership model allocates 45% GP equity to each main partner, with White Tiger Connections retaining 10% LP equity. This equity distribution ensures that all parties are aligned and committed to the success of the venture.
All bi-directional referrals are routed through a shared General Partnership, which manages costs and distributes profits. This approach prioritizes collaboration and shared growth while ensuring efficiency in serving each other’s clients.
When forming a partnership, we establish clear metrics for timing, cash-at-closing, and total enterprise value. If an LOI (Letter of Intent) meets these criteria, either partner can proceed. The other partner has a first-right-of-refusal to buy out the other’s equity stake at the agreed terms, ensuring fair and balanced growth opportunities.
Our approach is designed to create dedicated referral streams without disrupting your current relationships. We prioritize a seamless integration that adds value without alienating other partners you may have.
Our joint venture model is built on strategic alignment, equity sharing, and proactive growth measures. We not only find the right partner for your business but also invest in the success of the partnership, helping to create new opportunities for revenue and enterprise value growth.
Reach out to us to discuss how we can help you build a strategic partnership that expands your reach and maximizes your firm’s potential.
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We look forward to hearing from you!
