Turn readiness into a mandate wedge — not another checklist.
Your client's largest asset is often the least institutionally measured asset in their plan. The readiness ladder is the artifact you can co-brand and forward — same engine across every partner, channel pricing, locked referral economics on every step the client moves up the ladder.
You win the mandate on relationship and price. So does the next advisor — with the same pitch you used last quarter.
Exit planning, modernization, M&A prep — the decks rhyme, and the client can’t tell them apart until the engagement is over. An independent, fingerprinted readiness artifact is the one thing in the conversation the client can verify and a competitor can’t copy: a defensible reason to engage you now, a reason to climb the ladder, and referral economics on every step. Readiness stops being a free checklist and becomes the wedge.
- Must fixProvenance coverage at 89.7%
- ImportantMissing required category — corp_collateral
- ImportantLeverage Risk signal — WARN
An independent, fingerprinted readiness verdict your competitor can’t produce — and it goes out under your brand. Readiness stops being a free checklist and becomes the reason the client picks you.
See the full readiness artifact →The structural commitments that protect your client relationship.
- ▸We don't market to your client behind your back — referrals stay attributed to your code.
- ▸Co-brand is wrapper only (logo, contact, CTA) — never the memo body.
- ▸Re-engagement signals at the natural cycle peg route back to your firm.
- ▸Referral payout: 10% of upgrade revenue on warm intros, 20% on qualified close within 30 days.
Four channel doors. One engine. Same artifact at every door.
Each channel page reflects the working rhythm of that practice — what the artifact does inside your engagement, how the pricing maps to your client load, and how the re-engagement signal lands. The engine output is identical across all four.
Sell-side mandate pipeline + pre-CIM compression + 10-pack distribution.
Pre-audit + M&A-prep institutional check; 18-month carve-out lead-gen.
Credentialed exit-planning advisor distribution; lifecycle-aligned.
Client-acquisition tool — independent baseline + ranked blockers + before/after at re-engagement.
Three commitment tiers. Same artifact across every partner.
Commitment volume, not feature gating. Every partner's client receives the same engine output — the tier reflects distribution volume only. That portability is what makes the artifact actually referenceable to the next counterparty.
Solo advisors, individual practitioners, single-office firms
Multi-advisor firms, regional practices, boutique banker shops
Large RIA/banker networks, multi-office practices, syndicates at scale
Commitment volume, not feature gating. Same artifact across every partner.
Pick a channel door and apply.
3-business-day response window. We walk through commitment tier, co-brand wrapper, referral mechanics, and onboarding pathway.