For CPAs, Attorneys & M&A Advisors

You get them to the closing table.
We engineer what happens after.

Your client's exit is your deal — the valuation, the structure, the documents. Our lane starts the moment the proceeds are in hand: turning a lump sum into an income architecture that doesn't depend on the business anymore. We work alongside your relationship, never around it.

Schedule an Introductory Call See the Client-Facing Page ↓

The Gap After Closing

For most owners, planning ends at the wire transfer

Your work — valuation, deal structure, tax planning around the sale, the legal documents — is what makes the exit happen. But once the proceeds land, most clients are on their own to figure out what turns that number into retirement income. That's a gap in the client experience, and often a missed opportunity to keep serving them well past the transaction.

Where We Fit

A narrow lane, on purpose

What We Engineer
Post-close income architecture — an income floor built from sale proceeds, qualified plan assets (SEP, Solo 401(k), cash balance), or both. Sequence-of-returns protection for the years surrounding the transition, and RMD / Roth conversion strategy where it applies.
What Stays With You
Valuation, deal structure, negotiation, buy-sell and succession documents, and tax strategy around the transaction itself. We don't touch any of it, and we're not trying to.
How We're Licensed
Licensed in 30+ states, focused on fixed insurance and annuity-based income strategies — the guaranteed-income layer of the plan. Where a client's existing advisory or AUM relationship is already in place, we build around it, not over it.

How We Work

You stay in the loop, by design

✓
Introductions happen through you
We work from your introduction and your context on the client relationship — not around it.
✓
We stay in our lane
Income architecture only. Anything touching valuation, deal terms, or legal structure gets routed back to you, not handled by us.
✓
No cold contact
We don't reach out to your clients independently or use the relationship as a channel for anything beyond what you've referred.

What a Referral Looks Like

A simple, four-step handoff

01
You introduce
A warm introduction, by email or call — whatever's easiest for you and the client.
02
We run the diagnostic
A complimentary Income Architecture Review, built around their exit timeline and balance sheet.
03
We build the plan
Income floor, sequence-risk protection, and RMD / Roth strategy — coordinated with what you and their CPA already have in place.
04
You stay informed
We keep you looped in on the relationship — it's still yours.

Next Step

Let's talk about how this fits your practice

A short introductory call — no pitch, just a look at whether this is a useful piece to have in your back pocket for clients heading toward an exit.

Schedule an Introductory Call

Prefer email? Reach out directly at partners@theincomestandard.com.