Earn on every referral — formation and compliance.
Formation revenue when a client forms. Compliance revenue every month of their first year. Here's how partners build a meaningful first-year income stream from referrals — without changing how they run their practice.
Where the year-one revenue comes from
Every formation.
Every time a client you refer forms an entity, you earn. LLCs, corporations, holding companies, foreign entities, subsidiaries — across all 50 states. One referral, one payout, filed within 24 hours.
This is the revenue most partners expect. It's also the smaller half of the year-one story.
Every month of year one.
This is the part most accountants don't realize exists. Your referred clients don't just form once and disappear — they stay on compliance plans during their first year: registered agent service, annual report filing, state-specific compliance, good-standing maintenance. You share in those subscription fees across the client's first year with us.
The revenue pattern, visualized
Each bar shows one month's revenue pattern: an amber compliance base that's identical every month, with a navy formation top that's higher around tax season.
Relative representation — actual earnings vary by volume and program tier.
You share in the monthly plan revenue
Across all your active referred clients, for every month of their first year.
Registered agent, annual reports, 5 mail scans/yr, physical address.
Everything in Starter, plus unlimited mail scans, NDA template, and operating agreement updates.
Everything in Professional, plus a free attorney consult if sued, unlimited state filings, and a unique business address & phone.
Payout rates depend on volume and program tier. A partner specialist walks through the specifics when you apply.
Why this works for the way your practice runs
The compliance stream stretches across the year.
Formation revenue is one payout; year-one compliance fees arrive month after month, including your slow stretches.
It rides on relationships you already have.
Clients you already advise are already forming and maintaining entities. The only question is whether you earn on it.
It requires no new headcount.
No paralegal, no filing software, no state-by-state expertise. We carry all of that.
It's attorney-backed.
Our systems are attorney-backed; when a client's question turns legal, a Business Success Advisor routes it to one of our attorneys — so you advise within your lane and refer the rest.
Learn more about how the program works day-to-day before applying.
No membership fee and no ongoing cost. You earn on formation and share in first-year compliance revenue for every client you refer.
How the two streams add up
About timing, plan pricing, and how year-one revenue accumulates.
Become a PartnerAdd a revenue stream without adding to your workload.
Keep the advisory relationship, add formation and first-year compliance revenue, and let us carry the execution.