Partners

Owners need good advisors. You are one.

Keystone helps owner-run businesses set a destination, build a plan backwards from it and track it every month. Somewhere along the way almost every one of them needs a professional: a CPA when margins slip, an attorney before a sale, a lender for a building, an insurance review when the team grows. We introduce them to vetted local experts who already understand where the business is going.

Better first meetings

With the owner's permission you see their plan, goals and numbers before the call. The first conversation is about the problem, not gathering paperwork.

Owners who are ready

Introductions come from a specific need the plan has flagged: a margin that slipped, a hire to fund, a sale three years out. Not cold lists.

Local and selective

We start in Portland and Southwest Washington and keep a small number of partners per specialty in each area, so every introduction counts.

Who we work with

CPAs and tax advisors
Bookkeepers and fractional CFOs
Business attorneys
Commercial lenders and SBA lenders
Insurance brokers
Business valuation professionals
Business brokers and M&A advisors
Commercial real estate
Payroll and HR consultants
Marketing agencies
IT and managed services
Industry consultants and coaches

How it works

Apply below. Tell us about your practice, the businesses you serve and where you work.
A short call. We confirm your license or credentials, references and how you like to work with new clients.
You are listed. Owners in your area and industries see you when their plan calls for your kind of help, and can book an intro with you.

Partner terms, in short

Owners choose. Keystone introduces; the owner decides whether to work with you, and your engagement is directly between you and them.
Owner data is the owner's. You see a client's plan or numbers only when they share it, only for the purpose they shared it, and you keep it confidential.
Professional rules come first. Where your profession's rules limit referral fees or payments for referrals (for example attorneys, CPAs and real estate licensees), no such fee is paid or asked for. Any other commercial arrangement is agreed in writing before you are listed.
Licensed and insured. You confirm you hold the licenses and insurance your work requires, and tell us if that changes.
No guarantee of introductions. Listing does not promise a number of clients. Either side can end the listing at any time.
Not advice from Keystone. Keystone does not give legal, tax, accounting or financial advice and is not responsible for the advice partners give.

A full partner agreement is signed before you are listed. These terms are a summary and may change; the signed agreement governs. The website terms and privacy policy also apply.

Apply to be a partner

Already a partner? Sign in to the partner portal.

We reply within five business days.