Partnerships and Advisor Solutions
Whether you are an advisor or leader at an organization, we would love the opportunity to connect with you!
Working together with other professionals
Are you an advisor looking for a succession plan or to join a growing practice?
At Ulm Tree, we intimately know the importance of a succession plan and the toll it can take on an advisor. Whether you're looking to build your practice, transition to a fee based practice, or looking to exit the business, we have processes in place to help you in your journey.
Let's connect to discuss your situation and to give you some insight on our practice and own personal experiences.
Do you own a tax or law practice?
Within our business, we commonly find our clients asking for tax and law practice recommendations. As former practicing CPAs ourselves, we know the importance of having a high-quality tax and law practitioner when you need help.
Similarly, clients have found us through a recommendation from their tax accountant or lawyer. We value synergistic relationships with other businesses in the community as it can lead to the best outcome for all of our clients.
Let's connect to trade notes on our practices.
Other partnerships?
Whether you have started a business, want to trade notes, or are putting on event for charity; we are interested in learning about what others are doing in the community and seeing if we can support.
Put time in our calendar to discuss if we could support your mission and vice versa.