Strategic Alliance

Opportunities for

Legal & Tax Professionals

A Strategic Alliance is a coordinated effort between your business and Strategic Financial Concepts to serve mutual clients. Although the two entities are separate, the client views us as one team, offering multiple services to help them reach their ultimate financial goals. Clients benefit from full coordination and communication among all professionals. These arrangements are designed to produce higher levels of client retention and satisfaction, leading to increased revenues for all participating professionals.

For a Strategic Alliance to operate smoothly and profitably, the relationship must be approached on a structured business-to-business basis, with both senior and managing partners approving, endorsing, and interacting in the process.