The return is where the relationship starts. It shouldn't be where it ends.
Fortis Tax Group helps firms carry that relationship further: into the wealth conversation for firms that want to grow, or to a buyer who keeps it intact for firms ready to step back.
No one sees more of a client's financial life than their CPA: every entity, every sale, every year, before anyone else. Yet that view is tied to a deliverable software keeps making cheaper.
Those clients are making decisions about where the money goes, how it's protected, and what happens next. The conversations compound, and the CPA is rarely in them.
Clients get more when tax, wealth, estate, and protection work from one picture. The CPA already holds it. Sitting at the center is how a firm grows with the clients it has.
Participate in the wealth side of your clients' lives. Keep your firm exactly as it is.
A formal partnership between your firm and a Fortis advisor. You stay independent. Your clients get a single, coordinated plan. You share in the revenue it creates.
Share in advisory revenue, the right way
A structured agreement lets your firm participate in the revenue from clients you introduce, with the regulatory disclosures and client consent built in.
Build an asset, not a referral
Referrals walk out the door. A partnership creates an ongoing stream tied to your relationships that has value to your firm, and to a buyer, down the line.
Position planning, if you want to
Optional support in packaging and presenting tax advisory services so planning and wealth management reach the client as one conversation.
Step back on your terms.
When it's time to step back, price is only part of it. What matters is what happens to your clients, your team, and your name. The timeline and the terms of the handoff start with you, and the transition is designed around them.
Continuity for your clients and your team
Transitions are designed so your clients keep their relationships and your team keeps its work. The handoff is staged on a timeline you set, with closing as the beginning of it rather than the end.
A structure that fits your life, not a template
Full sale, staged transition, or a partnership that leads to one. The structure follows your timeline and the practice, not a template.
Confidential from the first conversation
An initial evaluation requires no client-identifying information, and the conversation stays between us until you decide otherwise.
Built inside a wealth platform.
Fortis Tax Group works with CPA firms alongside Fortis Capital Advisors and Fortis Strategic Partners. We give CPA firms a way to earn from the wealth side of the client relationships they built, and, when the time comes, the option of a buyer who keeps the firm intact.
Start a conversation.
Whether you're exploring a partnership, thinking about succession, or not sure which, the first call is the same. Thirty minutes, confidential, no obligation.
Or email nico@fortistaxgroup.com