We work in the tax space, but partner across fintech, accounting, legal services, hris systems, and wealth management.
In the past we’ve used our network to connect with consultants that work with these types of companies to help introduce us and have landed some significant deals this way.
We’re looking to see if anyone else has used a strategy like this, doesn’t have to be the same field, to learn what it’s like to work with these types of consultants (where to look for them, what to look for, what a typical agreement looks like with them, etc.) to see if worth our time to incorporate into our strategy.