Strategic Partners

The bench you call
when the problem is not coaching.

Strategic partners are specialists we vet and put in front of our clients. They teach live learning workshops, share what they know on the podcast, and are introduced through your coach when their expertise fits your situation. No partner pays to reach our clients.

25

Vetted partner firms

9

Disciplines covered

2004

Longest partnership founded

Browse the bench.

Filter by the problem you are solving this quarter, then ask your coach for the introduction.

Showing 13 firms

Diamond partner
Accounting & Finance
Partner since 2021

AccountingDepartment.com

Providing established and growing business with the best in outsourced accounting services since 2004

The books are late, and you're the one closing them.

Accounting & Finance
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Diamond partner
Private Wealth
Partner since 2026

Addicus

Addicus combines unsurpassed wealth management, investment banking, private equity, and financial consulting with unmatched attentiveness to maximize and protect wealth

Your balance sheet got complicated faster than your advisors did.

Private Wealth
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Diamond partner
Insurance & Benefits
Partner since 2025

AffordaCare Insurance

Nationally recognized medical brokerage AffordaCare Insurance is now pleased to offer the Champion Health Plan.

Benefits cost more every year and your people notice less every year.

Insurance & Benefits
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Diamond partner
Private Wealth
Partner since 2021

Carson Wealth

Goal-based private wealth strategy for owner-operators

Your money is working, but nobody can tell you how hard.

Private Wealth
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Diamond partner
Technology & AI
Partner since 2023

HatchWorks AI

AI strategy, data engineering, and agentic automation

It is easy to do AI. It is hard to do well.

Technology & AI
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Diamond partner
Talent & HR
Partner since 2021

HireBetter

Executive recruitment plus fractional finance and HR leadership

You keep hiring good people into a structure that cannot hold them.

Talent & HR
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Diamond partner
Mergers & Acquisitions
Partner since 2026

Intrepid Investment Bankers

Middle-Market Investment Bank

Mergers & Acquisitions
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Diamond partner
Data & Analytics
Partner since 2021

Ironside Group

Enterprise data, analytics, and decision systems

Every department has a number and none of them agree.

Data & Analytics
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Diamond partner
Outsourcing
Partner since 2026

iSupport Worldwide

Owner-led global teams in the Philippines

Margin pressure is real and the talent you need is not local.

Outsourcing
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Diamond partner
Insurance & Benefits
Partner since 2025

Key Street Advisors

Commercial Insurance & Risk Advisory Firm

You outgrew the broker you started with and nobody told you.

Insurance & Benefits
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Diamond partner
Health & Medicine

LifeSpanMD

Personalized concierge care for a healthier, longer life.

Health care, not sick care.

Health & Medicine
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Diamond partner
Credit Card Processing Reduction Experts

Merchant Advocate Ventures

Premier expert in the merchant processing industry

Merchant Advocate Ventures saves businesses money on their credit card processing accounts.

Credit Card Processing Reduction Experts
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Diamond partner
Accounting & Finance
Partner since 2021

Preferred CFO

High-level outsourced CFO and forecasting

You have historical reporting. What you do not have is headlights.

Accounting & Finance
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Diamond partner
Mergers & Acquisitions
Partner since 2024

Premier M&A Advisors

Buying and selling privately held companies

You want to buy, or you want out, and you only get one shot at the number.

Mergers & Acquisitions
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Diamond partner
Strategic M&A Advisory Firm

STS Capital Partners

Strategic M&A Advisory Firm
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Diamond partner
Technology & AI
Partner since 2026

Techjays

The promise of AI.  Built for your business.

Your team spends its best hours on internal busywork.

Technology & AI
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Diamond partner
Global Private Wealth Management

UBS Wealth Management

Wealth advisement for entrepreneurs, including more than 50% of the world's bllionaires

Providing institutional access, advice, and expertise from across the firm and around the globe

Global Private Wealth Management
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Diamond partner
Executive Search & Recruitment

Waterstone Human Capital

Leading cultural talent management professional services firm

We inspire organizations to build high performance cultures.

Executive Search & Recruitment
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Platinum partner
Financial Services

Alterna Capital Solutions

Invoice financing and asset-based lending for small business

Growth is sitting in your receivables and you cannot spend it.

Financial Services
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Platinum partner
Sales & Marketing Outsourcing

Chief Outsiders

Marketing and Sales experts as Fractional CMOs and CSOs

Tap into instant talent to build a winning growth strategy for your business.

Sales & Marketing Outsourcing
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Platinum partner
Talent & Capability Assessments Firm

Communication Works

Providing Hiring Intelligence to fast-growth companies since 2002

Hiring is an intelligence, not a routine.

Talent & Capability Assessments Firm
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Platinum partner
AI Search & Digital Growth Agency

Green Banana SEO

Digital growth agency that helps companies win search visibility

It is no longer enough for a company to rank. It needs to become one of the sources AI trusts, cites, and recommends.

AI Search & Digital Growth Agency
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Platinum partner
Executive Search Firm

JBN & Associates

Strategic executive recruiting partner for CEO Coaching clients

Our clients know exactly what to expect, allowing us to focus on outcomes rather than transactions.

Executive Search Firm
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Platinum partner
PR & Crisis Management Firm

Red Banyan

Global strategic communications firm specializing in high-stakes and crisis PR

We have two main types of clients: those who want to get in the press and those who need to get out.

PR & Crisis Management Firm
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Platinum partner
Compensation Design

VisionLink

VisionLink is a B2B compensation design firm that consults clients on incentive plans and total rewards.

The bonus plan pays out every year, and nothing about the business has changed

Compensation Design
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Partner experience

Not sure which partner fits?

Our team can point you at the right firm, or set up the introduction directly. Clients should always start with their coach, who knows the context.

Madison Naas

VP, Events & Partner Experience

Become a strategic partner

Sell to 3,500+ CEOs by being useful first.

Partners earn their place by teaching. If your firm solves one problem better than anyone else for companies between $5M and $1B+ in revenue, we want to see it in a live workshop before we put you in front of a client.

Teach live learning workshops to our client base

Get profiled here with your own partner page

Appear on the podcast Partner Series

Work directly with coaches on live client problems

Request a session

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