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Partnering with SGP

Simplify your clients’ access to strategic, design, and product development resources by partnering with StageGate Partners.

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What to Expect?
Partnership Tracks
Refer a Friend

What to expect with a SGP partnership?

At StageGate Partners, collaborative and mutually beneficial partnerships are a core component of what makes us tick. We offer and pursue partnership opportunities through three general tracks:

CPA & Tax Professionals

Technology Providers

Start-Ups

At StageGate Partners, collaborative and mutually beneficial partnerships are a core component of what makes us tick. We offer and pursue partnership opportunities through three general tracks:

Tailored to You

Because we expect that each of our strategic partnerships offer unique value to the customer, we are committed to creating partnerships that are tailored to fit the needs and ambitions of our partners.  So while each relationship will broadly align with either 1) Read More

Tangible Value

We proudly spotlight our partners through co-branded marketing opportunities and mutual business referrals.  We actively maintain each relationship to ensure that we’re making the most of our collective potential.

Complimentary Access to Best-in-Class Expertise

Our partners gain access to the full breadth of our highly skilled technical, strategic, and financial expertise. Limited access to our expert resources is provided on a complementary basis to each of our valued partners.

We’ll Handle the Education

Whether for one of your clients or for your internal staff, we are always prepared to educate an audience on how our services create value.  This often includes engaging in collaborative discussions to discover smart ways to pair services to optimize time, use of data, and value for our partners and their clients.

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SGP Partnership Tracks

Bloomberg Tax’s international tax planning solutions provide everything you need to understand your tax position in the countries in which your organization or clients do business.

Maximize the value you bring to your clients with SGP

If your CPA firm has small business clients that are involved in developing new or improved products or technical capabilities, there is a good chance they are a candidate to claim a federal or state R&D tax credit.

And like most active product development teams, it’s also likely that they have other unmet technical and strategic needs as well.

By partnering with SGP, CPAs currently serving these businesses are not only able to offer their clients access to comprehensive R&D tax credit calculation services, but to a whole host of additional strategic and technical capabilities covering the full value chain of the product development and commercialization lifecycle as well.

Benefits:
  • Offer your clients R&D Tax Credits
  • Serve as a conduit to nearly any other technical or strategic resources they may need as they grow.
  • We don’t compete with CPA or accounting firms
  • We offer strong referral or fee sharing opportunities where permitted

    Schedule a meeting to learn how we can work with your firm

    Contact Us
    Schedule Meeting
    Give Us A Call : 1-877-677-9878

    Working together to offer innovative solutions and improve developmental efficiency.

    Our technology partners enable SGP to ensure that our clients have access to the ‘right tool for the job’ – every time, regardless of the domain or degree of complexity involved.

    Likewise, our technology partners benefit from the commercial potential and market intelligence gained through their partnership with SGP. The breadth of our reach across industry sectors and involvement with each aspect of the product development lifecycle offers our technology partners access to tangible data that enables them to learn and iterate much more efficiently and effectively.

    Benefits:
    • Because our services center around problem solving, we are always interested in working with innovative solution developers.
    • We offer flexible commercial relationship terms
    • We actively manage each relationship to ensure we are aware of our technology partners’ latest capabilities. We take pride in being able to offer cutting-edge solutions to our clients when needed and remaining engaged with our technology partners plays a key role in our confidence to do so.

      Schedule a meeting to learn how we can work with your firm

      Contact Us
      Schedule Meeting
      Give Us A Call : 1-877-677-9878

      Gain Access to the Resources Your Start-Up Needs to Solve Tough Problems in a Constrained Environment.

      We partner with Start-Ups to provide them with access to skilled, often expensive, domain specific resources across a wide variety of disciplines on an as-needed basis.

      More importantly however, we also provide them access to mentoring, coaching, and other more qualitatively oriented resources that focus on the betterment of the people and relationships involved in the venture.

      We believe that sincere relationships and genuine commitment are prerequisites to the success of any venture and each of our Start-Up partnerships are constructed to reflect these priorities.

      Benefits:
      • Access to technical, commercial, marketing & sales, administrative, and legal expertise
      • Appointed mentor and coaching resource
      • Vetted vendors
      • Accountability resources

        Schedule a meeting to learn how we can work with your firm

        Contact Us
        Schedule Meeting
        Give Us A Call : 1-877-677-9878

        Refer a friend and
        Receive $500 Award

          How Does Our Refer A Friend
          Program Work?

          Have a friend or contact that you think may benefit from our services?

          1. You’ll receive $500 for every referral you make that becomes an SGP client.
          2. This includes any of our offerings across our Strategy, Design, and Product Development segments.  

          Complete the referral form above

          Enter your name and email along with your friend or contact’s contact details so that our team can organize a meeting to determine if one or more of our services can benefit them and their level of interest.

          Service agreement executed

          Once your friend or contact executes a service agreement with us, we immediately reach out with your $500 award.