As a trusted advisor in your field, you are likely to have some clients who are stalled due to the emotional and psychological barriers to their succession/business exit. I can address that initial hurdle that enables you to progress with your client.
Every partnership is different but I believe the following principles provide the foundations of transparency and trust:
1. Non-competing – I do not provide any technical advisory service that is competive with any of my partners. My focus is the coaching of the founder and potential successors and I respect all existing client relationships.
2. Confidential – I respect and keep confidential any client or partner information relevant to the partnership & do not disclose them, without express written consent from my partners.
3. Mutually beneficial in the long term – The intent is to build a long-term relationship where clients gain more value from the addition of each other’s services, where there is a genuine identified need. I do not engage in short-term commission based partnerships.
