Business & M&A attorneys
Owners closing sales, restructuring partnerships, or rolling entities often need a CPA who can model the tax consequences in real time. We run the numbers inside the transaction, not after.
For referral partners
A CPA-led partner for owner-operator clients.
When your client is a business owner, the tax return and the investment plan live on either side of a gap that usually nobody owns. We exist to own that gap — entity, comp, quarterly rhythm, and long-term wealth — without stepping on the work you already do.
Who we partner with
Professionals who serve the same owner we do.
Bookkeepers
Great bookkeeping is the baseline for any real tax plan. We partner with bookkeepers whose clients have outgrown volume-prep tax work and need planning on top.
Fractional CFOs
The CFO owns the operating plan. We own the tax and the owner’s personal balance sheet. Together the owner finally gets one coordinated financial picture.
M&A advisors & brokers
Pre-LOI structuring, goodwill allocation, installment sale analysis, and post-close planning — brought in early enough to actually shape the deal.
Payroll providers
For payroll shops whose owner-clients would benefit from reasonable-compensation analysis, S-corp review, and retirement plan design layered on top of clean payroll.
Business coaches & advisors
Coaches helping owners grow or transition a business often need a CPA-led tax partner their clients can trust with complex multi-year decisions.
Wealth advisors without a CPA in-house
For RIAs serving owner-operators, we handle the CPA side of the client — returns, entity review, quarterly planning — without displacing the existing investment relationship.
Estate & trust attorneys
Owners with trusts, gifting programs, and complex succession needs benefit from a CPA who reads the documents and coordinates the income-tax side of the plan.
How we collaborate
Straightforward. Documented. Owner-first.
- We stay in our lane. Tax, entity, and investment coordination — not legal, not bookkeeping, not deal brokerage.
- Warm handoffs, with a short intake call that confirms fit before anyone’s time is spent.
- Shared document portal and a consistent point of contact, so referrals don’t get lost in an inbox.
- Every engagement is quoted in writing. Typical individual returns $1,250–$1,500; business returns $2,000–$3,000.
- Clients are never required to engage the investment advisory side. Cross-referrals are disclosed and documented.
- Any compensation arrangements are disclosed to the client in writing as part of the engagement process.
The client we’re built for
Who a referral is most useful for.
We’re not a fit for everyone. The owners who get the most out of a CPA-led platform tend to share a pattern — a real business, a real tax surface, and a personal balance sheet that’s trailing behind.
Business owners $2M–$50M
Operating S-corps, partnerships, or owner-operator LLCs with enough complexity to warrant real planning, not just a return.
Equity-comp professionals
RSU, ISO, NSO, ESPP, and concentrated-stock employees or executives, especially in California.
Owners 12–36 months from a sale
Enough runway to make the structural decisions while they still have leverage — entity, basis, and residency.
HNW / complex ownership
Multiple entities, trusts, partnership K-1s, or significant concentration in one asset or one business.
Start a partner conversation
Bring your owner-clients a CPA-led wealth platform.
A 30-minute call to introduce the practice, walk through how referrals work, and identify the types of clients where we’d add the most value alongside what you already do.
Educational information only. Tax services through Matt Reese, CPA. Investment advisory through Measured Risk Portfolios, a registered investment adviser. Separate entities; clients are not required to engage both. Any referral compensation is disclosed in writing.