What is the process after I refer a client?

After you refer a client, we’ll first connect with you to understand their situation and determine whether we can add strategic value. If we’re aligned, we’ll arrange a confidential meeting with your client which you’re welcome to attend, to explore their circumstances in detail.

We’ll then provide your client with a tailored, written recommendation outlining the best course of action. If they decide to move forward, we manage the implementation from end to end, with full transparency and regular updates. You remain as involved as you’d like throughout the process, and we ensure your relationship with the client is supported, not disrupted.