Share what you love about T&O Strategic Advisors With Others
Become an Affiliate
Empowering Growth
With collaboration and a growth mindset as two of the values at T&O Strategic Advisory, we want to encourage our clients and partners to share our assistance and resources with those in their network.
Generous Commission Structure: Earn a competitive commission of 10% on the first month's fees or 10% of one-time fees for each successful referral you make to T&O Strategic Advisory. Your efforts deserve to be rewarded, and we are dedicated to ensuring that you reap the benefits of your hard work.
Diverse Range of Services
From advisory services that provide strategic insights for business owners looking to scale their business, to reasonable compensation studies and entity election analysis ,T&O Strategic Advisory offers a comprehensive suite of solutions tailored to meet the diverse needs of service-based businesses. With our wide range of services, you can confidently recommend T&O Strategic Advisory as the go-to partner for all things financial.
Strategic Advisory Support
Uncover insights through an in-depth interview that delves into your operations, challenges, and objectives. Explore historical financials with detailed KPIs, a performance dashboard, and expert explanations.
Evaluate your business's health, set benchmarks, and receive next-step advice including scenario planning and goal-oriented forecasting.
M&A/Loan Support
Comprehensive Packages offering tax preparation, accounting assistance, EBITDA/debt ratio analysis, AR concentration/diversification assessment, holistic business health evaluation, and expert support for covenant reporting setup, ensuring thorough financial insights.
May include business valuation support, business plan support and 3-year forecast.
Reasonable Compensation Study
A 45-min in person interview will allow us to complete an in-depth interview to help us produce a reasonable compensation report, discuss the result and provide some general education around what reasonable compensation is, what it isn’t and its relationship to shareholder distributions for S Corp owners.
Entity Election Analysis
If you are a single-member LLC wondering whether you should make an S Corp tax election, we offer entity election analysis, complete with a reasonable compensation study.
You receive solid tax analysis that calculates your proposed reasonable compensation based on IRS guidelines and extensive tax analysis which will quantify potential tax savings if S election is made and outline additional costs.
Opportunity for Growth and Collaboration
At T&O Strategic Advisory, we view our affiliates as valued partners in our journey toward excellence.
We are continuously exploring new avenues for growth, innovation, and collaboration, and we invite you to join us in shaping the future of financial consultancy.
Together, we can achieve remarkable outcomes and make a meaningful difference in the lives of business owners.
How to Become an Affiliate
Review Terms & Apply
To become an affiliate start by reviewing our Terms & Conditions. Then submit your information via the application below.
Share Your Unique Link
Once your application is received, reviewed, and approved, you will receive a unique link to share with prospective leads. Leads who request consultations through this link will be accounted for.
Receive Affiliate Income
For new successful referrals, affiliates can expect 10% commission on one time services or 10% of the first month of services on a new advisory contract.
Apply to be an Affiliate
By completing the form below you are agreeing to the Terms& Conditions for our partners and affiliates. Once the application is submitted, please allow for 72 hours for us to review and respond.