How a collaboration actually runs.
Four steps, and one rule we settle before all the others.
From enquiry to mandate.
Enquiry
You write to us through the form under enquiry. We reply within 72 hours, the same window that applies to every enquiry on this site.
Clarification
A conversation about the cases in which you would bring us in, and where the boundary of your own mandate runs. No pitch, no deck.
Agreement
We put in writing how clients are handed over, who owns the relationship and how it is settled. Terms are agreed here, not promised publicly beforehand.
First case
The entry point for your client is the Owner Dependency Diagnostic. You receive the findings if the client releases them, not automatically.
Who owns the client.
This is the question a collaboration stands or falls on, and it belongs at the front, not in the small print.
- 01
Your mandate stays yours
We do not take on work you deliver. Where you advise your client on strategy, tax or a transaction, we do not advise them there.
- 02
No further advice without your knowledge
If a client you handed over asks us about services that fall in your field, we refer them back to you. That holds even where we could deliver them.
- 03
No direct selling into your book
Clients who reached us through you are not added to our own campaigns, and we do not approach them about further offers on our own initiative.
- 04
The boundary runs both ways
Conversely we expect that Build to Leave™ is not delivered under your own name without us. The frameworks are openly documented and may be used. The brand and the mandate are not.
- 05
When a client comes to us directly
If someone you already advise approaches us directly, we tell you as soon as we know. We then treat the case under the same rule as a handover.
These rules sit in the agreement, not only on this page. If one of them does not work for you, this is the right moment to say so.