Join Our Strategic Alliance Network ~ exclusively for our Compass Advisory Program

We are Relationship Builders and Relationship Driven
We Love Referrals, as well as giving back!!!
We work closely with these top 3 groups of professionals:
  • Accountants, CPAs
  • Business Bankers
  • Business Brokers
  • Others with key business connections
We typically pay a referral fee 'exclusively' for our Compass Advisory Program if we can be assured that there will be re-occurring referrals. The referral fee is only paid if a client engagement is paid. Or, you can pass this referral fee to your clients by the way of a discount off our fees.
How do we start? If we both feel this is a good fit, and we both feel we can work together on a referral basis, meaning we all get along, is the starting point.
The first step is to Contact Us.

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CALL US: 914.200.3475