Partner opportunity calculator · For licensed and qualified professionals

See what a map would surface for your client, and how the referral program works for you.

Pick your profession, describe one client or your whole book, and you'll get two answers: what the family would walk away with, and what the partnership means for you.

For professionals, not for distribution to clients. Directional estimates only.

Step 1 of 4

What's your profession?

Compensation rules depend on your license, so the results do too.

Step 2 of 4

One client, or your whole book?

Start with one family to see the depth, or size it across your clients.

Step 3 of 4

Tell us about the family.

Rough answers are fine. This sizes the work; it isn't a quote.

How many entities? (companies, LLCs, partnerships)

Trusts involved?

Family members with a stake

What's happening, or coming? (pick any)

Gaps you've noticed (pick any)

Step 3 of 4

Your book, roughly.

Rounded numbers are fine.

Active client relationships

Share who own a closely held business or sit inside a family structure

Share of those facing a sale, succession, buyout, inheritance, or other big moment in the next 3 years

Share you'd actually introduce, and who'd engage

Step 4 of 4 · Results

Assumptions behind these numbers (editable)

First-year fees = the Map plus coordination afterward, billed at the hourly rate. Edit any figure and the results update.

LowHigh

Map fee, simple structure

Map fee, moderate

Map fee, complex

Coordination hours after the Map, simple

Coordination hours, moderate

Coordination hours, complex

Hourly rate

Book mode: assumed mix is one-third each of simple, moderate, complex

Book a partner call

EC

Erik Cascio

Founder & Managing Director, Golden Tree Wealth Partners

Seven years at J.P. Morgan, starting in business banking and moving to Private Wealth, then leadership roles at New York Life and MassMutual. Chicago 40 Under 40, Negocios Now.

How the referral program works

15%, one time.

Qualifying partners receive 15% of the fees the client pays in the first 12 months, paid as the client pays. Nothing after month 12.

Qualifying: CPAs, insurance professionals, bankers and lenders, and family business consultants, with any approval your regulator or employer requires.

Not eligible: RIAs and securities-registered advisors, and attorneys. Their compliance rules don't allow it. They still get the work handed back.

Every referral fee is disclosed to the family in writing before they sign.

Your client stays yours.

We don't solicit your client for what you do. You see our findings, and the handoff list names the work that's yours.

Professional use. This calculator is for licensed and qualified professionals evaluating a referral relationship. It is not a client-facing document.

Illustrative figures. All figures are hypothetical, based on the assumptions shown and your inputs. They are not a quote, projection, or guarantee of fees, referral compensation, or client results.

Referral compensation. Paid only under a separate written agreement, only where the partner's license, regulator, and employer permit it, and only after written disclosure to the client. RIAs, securities-registered representatives, and attorneys are not eligible. Bank employees are eligible only with their institution's written approval, and payment may be made to the institution. CPAs may not receive referral fees for clients for whom they perform attest services.

Role. Golden Tree Capital Architecture™ and Golden Tree Tax & Accounting are d/b/as of Golden Tree Wealth Partners, LLC. Golden Tree is not a registered investment adviser and does not provide investment advice, and is not a law firm and does not provide legal advice. Insurance products are offered through a licensed insurance producer. Not legal, tax, or investment advice.