Your clients' largest asset is the one you have no structural way to evaluate.
Wealth managers and fractional CFO/CMO/COO firms with operator clients in their book gain an institutional readiness conversation they couldn’t run before. Channel pricing, co-brand wrapper, locked referral economics — and a forwardable artifact your client’s eventual banker, lender, or LP can independently verify.
Certified Exit Planning Advisor (CEPA)? See /for-cepas for the credentialed-specific page (18-month exit runway, EPI-aligned framing).
For wealth managers, CEPAs, exit planners, fractional CFOs. Brand-matched, forwardable.
Wealth managers know their clients' liquid net worth, estate plan, insurance, and portfolio allocation. They don't have a structural way to evaluate the operating business that represents the majority of most business-owning clients' wealth.
CEPAs understand exit-readiness frameworks. Most frameworks produce a score or a roadmap. Few produce an artifact that survives buyer, lender, or investor review.
Fractional CFOs see the financials. They don't have a portable record that grades the business against the same ten axes a buyer's IC, a lender's credit committee, or an LP's diligence team will apply.
M&A advisors know what buyers ask. They usually enter when the transaction is already in motion — by which point the seller's prep work is being rebuilt during buy-side diligence anyway.
Exit planners produce roadmaps. Roadmaps describe intended state. They don't carry the institutional weight of a fingerprinted evidence artifact.
In every one of those advisory practices, the gap is the same: there is no portable, fingerprinted institutional-grade record of the operating business that the client's eventual counterparties can independently verify. The artifact has been missing.
A deterministic, fingerprinted record graded against the same ten axes private equity, private credit, and senior lenders apply.
Four epistemic states. Same engine. Same axes. Same thresholds at every level. The price reflects the cost of producing each evidence level — not feature differences between tiers.
The artifact follows the asset across its life. The same record carries forward through the four-state ladder shown above:
- Self-Assessed — operator-attested intake, $750, 4-page memo
- Verification In Progress — document-verified review, $4,500
- Evidence-Confirmed — full document verification + externally-verifiable share-token URL, $12,500
Each step credits forward toward the next within a defined window. The Self-Assessment is the entry point your clients can complete in 30–45 minutes; the full IRA is the artifact a sell-side process, refinancing, or LP capital event can reference.
The artifact is forwardable. The fingerprint travels with it. Your client's CPA, banker, attorney, or future counterparty can independently verify they are reading the same artifact you ran — without logging into any platform.
You bring the operator. We produce the artifact.
The artifact carries your firm's cover page — same body, same fingerprint, same integrity discipline — co-branded as a partner-introduced engagement.
- Channel pricing on the Self-Assessment at $500 per credit when purchased in bulk (versus the $750 retail price)
- Co-branded cover page with your firm's logo, your contact, and your follow-up CTA on every memo your clients receive
- A partner-side client roster — now live — showing which of your clients have run an assessment, where each one sits on the readiness ladder (Self-Assessment → Gap Review → verified IRA), the per-client journey, and your channel credit on each engagement
- Referral economics — 10% on warm intros that close on the upgrade ladder, 20% on qualified intros that close within 30 days
- An onboarding pathway designed to take 2–3 weeks from agreement to first client memo
You gain a structural product to offer business-owning clients that no competing advisor in your region can currently produce. The operating business — the part of your client's wealth you previously had no way to evaluate — now has a portable record you can incorporate into the conversation.
The artifact you've been describing in frameworks now exists. Your value acceleration work has an entry artifact (the Self-Assessment) and an exit artifact (the full IRA) graded against the same ten axes the eventual buyer will apply.
The work you do on the financials now produces a portable record that survives the next counterparty review — instead of getting rebuilt during buy-side diligence.
The sell-side prep work that currently produces marketing artifacts the buyer's QoE provider re-derives from scratch now has structural continuity. The seller's evidence record is the buyer's diligence starting point — rather than the buyer rebuilding from the same source documents.
The roadmap that describes the destination now has a measurement system that grades the journey.
Every dollar you introduced, on a permanent record.
When one of your introduced clients pays for a Self-Assessment, Gap Review, IRA, or Engagement Track, the platform records you as the introducing partner — on the same row as the purchase, on a permanent record. The quarterly revenue-share rollup runs against that record. No manual reconciliation. No “did we credit Sarah on this one?”. No spreadsheet that loses a row when a deal closes.
When a client of yours pays for a Capital Refinery SKU, your partner identifier is stored on the same row as the payment. There is no later “attribution step” that can lose your name.
If a purchase is refunded, the refund itself is a new row that points back at the original. The original row is never overwritten. Your historical credit survives every reconciliation event.
Your firm's rollup — “what revenue did Sarah Chen drive in Q4” — is a single read of one indexed column. The rollup is the same number every time. No reconciliation calls.
Why this matters when a partner agreement starts paying real money
A small revenue-share program runs fine on a spreadsheet. But a partnership that scales — five wealth-manager firms, twenty CEPAs, a banker network — produces enough purchase events per quarter that manual reconciliation becomes the bottleneck. The platform was built so the rollup runs itself. The first time you ask “what did partner X drive last quarter,” you get one number, and it's the same number a year later. That's the difference between a partner program and a partnership.
Your partner identifier is on every row. The row never lies.
An institutional-grade reading of their business before they need one.
- A 4-page memo that names what a sophisticated buyer, lender, or investor would actually find when they evaluate the business
- The same ten-axis framework applied across every tier, so the same record carries forward through the upgrade ladder
- Named blockers ordered by what a sophisticated reviewer would surface first — and the operational fix for each
- A refusal stamp on every memo stating what the engine will not claim (no narrative grading, no maturity scores, no valuation opinions, no imputed answers)
- Forwardable to their CPA, banker, attorney, or future counterparty without platform dependency
- Honest. Most operators discover at least one axis shifts between attestation and document review — the verification layer exists to surface that
Your client paid you for the relationship. We produce the artifact your relationship needed.
The artifact is portable across counterparties because it is identical regardless of who introduced it.
That is the structural commitment that makes the artifact worth distributing. A buyer looking at three Self-Assessments from three different wealth managers must see three identical artifacts on the substance — that is what makes the verdict referenceable rather than partner-flavored.
- The cover page (your firm's logo, contact, follow-up CTA)
- The introducing-partner metadata embedded in the artifact's fingerprint record
- The post-delivery touchpoints (your firm receives a copy when the memo is delivered to your client)
- The verdict band and headline on page 1
- The 10-axis grid and the (claimed) tags
- The named-blocker list and the upgrade-path language
- The integrity stamp on page 4
The body of the memo is engine-rendered and identical across every partner. Your firm's value is in the relationship and the advisory work around the artifact, not in the artifact itself. That distinction is what makes the artifact worth your clients' time and your reputation's risk.
Three commitment tiers. Choose what fits the rhythm of your practice.
- 20 Self-Assessment credits at $500 each
- Co-branded cover page on every memo your clients receive
- Client roster showing where each assessment you've distributed sits on the readiness ladder
- Standard onboarding timeline: 2–3 weeks from agreement to first memo
For: solo wealth managers, single-CEPA practices, individual fractional CFOs, exit-planning solos
- Mixed-tier credits across the ladder (Self-Assessment, Gap Review, IRA)
- Everything in Starter, plus quarterly partner business review
- Client roster with the quarterly revenue-share rollup across your book
- Joint case-study development as your client volume produces material
For: small RIAs, multi-CEPA firms, fractional CFO partnerships, exit-planning groups, M&A boutique advisors
- Custom commitment volume and ladder mix
- Custom co-branding arrangements
- Dedicated onboarding support
- Pricing reflects volume and partnership scope rather than feature differences
For: large RIAs, bank wealth divisions, multi-office CEPA networks, established M&A advisory firms
All three tiers share the same referral economics: 10% on warm intros that close on the upgrade ladder, 20% on qualified intros that close within 30 days. All three tiers receive the same artifact for their clients.
The commitment tier reflects distribution volume, not feature gating.
The first conversation is a 30-minute call.
We walk through the artifact, the partnership economics, and the onboarding pathway. We answer the questions you have. We do not pitch — the page above is the pitch, and if it has not done the work by this point, the call will not change that.
- Your name and firm
- Email and phone
- Partner type (wealth manager / CEPA / fractional CFO / M&A advisor / exit planner / other)
- Estimated number of business-owning clients in the $1M–$100M revenue range
- Estimated transaction or transition timeline distribution across your client book
- A short note describing your practice
After you submit, you'll hear back within three business days with a calendar link. The calendar is not gated — if you'd rather book directly, the form has a “book a call directly” option that skips the asynchronous step.
What this partnership is not.
- We do not bill advisory hours, run retainers, or staff consulting engagements. Modernization and remediation work belongs to channel partners — that is your practice, not ours.
- We do not white-label the platform. The artifact identifies itself as a Capital Refinery output, with your firm's wrapper on top. White-labeling would make the artifact look like your firm's product — which would collapse the cross-counterparty referenceability that makes the artifact worth distributing in the first place.
- We do not adjust verdict language for any partner, ever. The body of the memo is engine-rendered and identical across every partner-introduced engagement.
- We do not grant exclusive territories. A wealth manager in Tampa and a wealth manager in Tampa can both be partners — and their clients receive the same artifact.
- We do not stack channel discounts with referral economics. One credit-forward per upgrade.
- We do not auto-renew. Each commitment tier is a one-time purchase that runs until the credits are consumed.
- We do not require multi-year contracts. The Starter commitment can be your only commitment for as long as it serves your practice.
Ready to distribute the artifact your practice has been missing?
The first conversation is a 30-minute call. The Starter tier is $10,000 and produces 20 client memos with your firm's cover page. Onboarding takes 2–3 weeks from agreement to first delivery.