Run your entire advisory practice
on one operating platform.
ProfitShapers is the operating platform for advisory firms serving mid-market CEOs. The Partner Program is the vetted relationship layer on top of it — built for firms ready to run their full practice, their full client portfolio, and their full brand on a single substrate.
Platform → Advisory Firm → Client Organization.
The model is purpose-built for advisory firms operating a portfolio. Identity, billing, and the canonical operating data live at the platform layer. Your firm's brand cascades to every client-facing surface — Advisory Firm Branded, end to end.
- Identity, billing, and the canonical org structure
- The connected app ecosystem (ClientHub + satellites)
- Defensible controls and full auditability across the practice
- Single pane across your entire client portfolio
- Scout pipeline for new advisory engagements
- Your firm's brand cascades to every client surface
- Annual plan, Rocks, KPIs, leadership pulse
- Run the cadence with your firm in one workspace
- Enterprise value tied to the work the team does
The operating surface your practice runs on.
Partners get the full operating platform plus the advisor-only surfaces built for the engagement lifecycle — pipeline, cadence, and the canonical client view your firm operates from.
One dashboard for every client organization you advise. Switch between client contexts without re-authenticating; the portfolio view is the surface your firm operates from.
Your firm and every client org share one identity layer, one billing relationship, and one canonical view of org structure — no reconciling users, seats, or invoices across disconnected tools.
Advisor-only pipeline for new advisory engagements. When a prospect converts, one action promotes them into ClientHub as a real client contact — no re-keying, no broken handoff.
Live advisory session capture that flows into the operating cadence the client already runs in Engage. Advisor-only when it ships.
Your firm's brand cascades to every client-facing surface in the platform. The platform anchors the operating cadence; your firm is the practice the client sees.
Annual plan, issues, leadership pulse, core values, and the live advisor session workflow in one workspace. The advisor and the client work in the same system, with the same definitions, in real time.
Qualified clients are your number-one problem. We're solving it.
Two money flows run in opposite directions — and they're easy to blend together, so we keep them separate. Refer a client to the software and we pay you. Bill a client through the portal and you pay us. Both can apply to the same client at the same time.
Refer a client to ProfitShapers software and you earn an ongoing commission on their subscription for as long as it stays active. You don't have to advise them to earn it — referring is enough.
- Locked to you at signup and non-transferable — if the client later changes advisors, the referral commission stays with you
- Pauses if the client cancels, and resumes if they re-subscribe within a year
- Tied to your active status in the network
Bill a client for advisory services through the ProfitShapers portal and we take a share. In exchange we run your payouts, 1099s, and dispute handling — and we absorb the payment processing fees.
- Our share is calculated on what's actually collected — refunds and disputes are clawed back proportionally, so you're never charged on money you didn't keep
- The rate steps down as your platform footprint grows; clients we source for you carry a higher share than clients you bring
- A 0% opt-out exists — bill your own clients directly and pay nothing, giving up managed payouts, 1099s, and dispute handling
Keep them straight: refer a client and we pay you; bill a client through the portal and you pay us. Bring and bill the same client, and you're on both sides at once.
The advisory revenue share is capped at up to 20%, and any change requires 90 days' written notice. We can't surprise-raise your rate.
You earn the client on merit — not on who got there first.
When we route a qualified CEO, they're matched with vetted partner firms and choose the relationship that fits. Selection turns on fit and track record — being approved is what puts you in the running.
Routed clients choose from vetted partner firms — the decision turns on fit and track record, not referral timing.
Choosing an advisor moves at the pace of a real engagement decision — clients aren't pushed into a match.
Once a client chooses you, the platform carries the handoff — they arrive as a real client in your portfolio, not a cold intro.
Only approved partner firms are put in front of routed clients — being vetted is what earns you the introduction.
You advise. We run the back office.
The infrastructure that usually eats an advisory firm's time sits with us — so the hours you bill stay billable.
Partner status is not retroactive. Commissions accrue on client engagements brought onto the platform after you're approved. Every month an advisor runs client work on ProfitShapers without partner status is commission revenue that can't be recovered. Apply early — the intake conversation with Lori takes a week.
Exact commission and revenue-share rates, the scale-tier thresholds, and the per-engagement opt-out tradeoffs are walked through in the partner conversation — sized to your firm's profile.
We're building a vetted advisor ecosystem.
The bar to enter the program is intentionally high. Every approved firm represents the platform when they run client work on it — and the platform's reputation with mid-market CEOs is what makes the credential worth holding.
Partners share standards, participate in peer groups, and help define the operating practices that travel across the ecosystem. The institutional bar is collective — not gatekeeping for its own sake.
- Track record serving mid-market CEOs
- Commitment to a structured operating cadence
- Willingness to participate in peer learning
- Ready to run your full practice on a single platform
- Aligned with the institutional bar we hold for the ecosystem
An institutional offering, by design.
The long-term play is to scale the platform to 1,500+ client organizations and become the institutional substrate the mid-market trusts — industry benchmarking, PE/VC clearinghouse activity, advisor peer groups, and a vetted advisor ecosystem that holds a real bar. Partners aren't waiting for that future — they're the firms building it alongside us.
- Industry benchmarkingCross-portfolio benchmarks the mid-market doesn't have access to today.
- PE/VC clearinghouseA defensible substrate professional investors can read enterprise value from.
- Vetted advisor ecosystem & peer groupsShared standards, peer learning, and a credential the market trusts.
Client participation in any data-sharing program is always a separate, explicit opt-in by an authorized signer — each organization controls what is disclosed and can withdraw at any time.
From application to first client live.
A short, structured path. We move quickly because partner relationships are the long-run investment for both sides.
Send the short application. We review every submission against the institutional bar.
A working conversation about your practice, your client portfolio, and the operating cadence you run.
We configure your tenant, cascade your firm's brand across client-facing surfaces, and seat your team.
Your first client organization goes live on the platform with your firm's brand in front of them.
Partner questions, answered.
Still have something specific?
Ready to run your practice on the operating platform?
Apply to partner. We'll move quickly on fit and walk you through economics, onboarding, and the first client go-live.