Strategy
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.
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
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.
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
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.