We make your client relationships stronger, not smaller.
We partner with CPAs, enrolled agents and tax professionals, financial advisors, attorneys, and the platforms that serve them: anyone who holds a trusted relationship with owners, founders and families working toward their purpose and their current mission.
We bring the blueprint and the follow-through: vetted opportunities with the economics laid out, and a project managed to completion. You stay the trusted advisor in your lane, and your client gets a team working from one plan.
Who we partner with
CPAs, EAs and tax professionals. You remain the tax advisor of record. We bring vetted options and the economics behind them; we don’t prepare returns.
Financial advisors. You keep the investment relationship. We plan the business, tax and family structure around it.
Attorneys. You draft the documents and give the opinions. We help clients arrive clear on what they’re building and why; we don’t practice law.
Platforms and advisor networks. When your advisors need proactive tax planning, we can serve as the planning team behind your service, working within your process.
Other trusted advisors. Business brokers, consultants and family advisors whose clients are ready for a bigger plan.
Your client, your relationship
We never step into your role, and we don’t solicit partner clients for investment management. You decide how visible we are.
Diligence you can check
Every option comes with its assumptions, economics and risks, so you can test and challenge them before anything reaches the client.
Clear deliverables and timelines
A Tax Blueprint or the full Dorado Blueprint, plus an implementation map, on a timeline agreed at kickoff. You choose the scope for each client.
Let’s build it together
Tell me about your practice and the clients you’d like to serve more deeply. We’ll set up a short call to find the model that fits: from a simple introduction, to co-delivery, to a planning team that runs quietly behind your own brand.
Partner relationships are kept strictly confidential.