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For tax advisors

Briefed cases in your specialism. Not cold leads.

Every introduction arrives as a complete, structured brief — already matched to what you do best, in the cantons you cover. You quote once, on substance, to a client who fits.

INBOUND · MATCHED TO YOU New
ProfileFounder · GmbH formationCanton Zug
NeedStructuring + first return
Why youGmbH/AG · ZG · DE/EN
Complexity
INDICATIVE FEE AGREED Accept / Decline
Why advisors join

Your time goes to the work, not the chase.

Pre-qualified briefs

Each case arrives structured and complete — situation, canton, triggers, complexity. No discovery calls to find out it wasn't a fit.

Matched to your specialism

We only send you cases that fit what you do and where you operate. Fewer, better-fitting introductions — not a firehose of leads.

Pay only on engagement

No subscription, no per-lead charge. A flat success fee applies only when an introduction becomes real work.

The flow

From brief to engagement

01

You receive a matched brief

We send a structured case that fits your profile, with indicative scope and the complexity we've assessed.

02

You accept and quote

If it's a fit, you confirm and provide an indicative fee. If it isn't, you decline in a click — no penalty, no awkwardness.

03

We make the introduction

Once the client approves, we introduce you directly. You take it from there as you would any client.

04

You're billed only on engagement

A flat success fee applies when the work begins. Same fee for every advisor — the match is never auctioned.

Who we accept

A network worth being matched into

We keep the bar high so the introduction means something — to clients and to you. Admission is selective and credentials-based.

  • Recognised qualification and current registration
  • Demonstrable specialism, not generalist coverage
  • Capacity to respond to a brief within a few days
  • A standard of client care we'd put our name behind

Apply to join the network

Tell us a little about your practice. We review every application personally.

Thank you — we'll review your application and be in touch.