Offering Cost Segregation As a 'Service' that my Investment firm offers

[Adonis Williams]

Hello, I am standing up an investment firm and holdings company  as a part of our services, I want to offer Cost Segregation studies to both investors and limited partners in our network. Having leveraged a cost segregation study before, I know all to well about its tax benefits. So here is my question, I know a reputable firm that provides this service but how can I set up the 'business partnership' where they are my chosen vendor for this service without my clients trying to go behind my back to deal with them directly, thereby kicking me out the middle. In other words, when they start the process on my website (again this is a service our firm will offer), I will then connect them to an associate at the firm who will do the cost segregation study. What infrastructure has to be in place to prevent the client from dealing exclusively with the partnering firm once they begin communicating. Is it a non-compete ?

[Basit Siddiqi]

You are not providing a service.
You are providing a connection.

Just ask for a referral fee or a kickback from the cost segregation firm.

[Malik Javed]

If you want to work exclusively with a cost segregation provider, I suggest entering into a contract/strategic partnership with that firm. Any deals you push their way can earn you a commission/referral fee. Reach out to me with any questions.

[Adonis Williams]

Quote from @Malik Javed:

If you want to work exclusively with a cost segregation provider, I suggest entering into a contract/strategic partnership with that firm. Any deals you push their way can earn you a commission/referral fee. Reach out to me with any questions.

 Thank you - do you provide segregation studies?

[Malik Javed]

Quote from @Adonis Williams:

Quote from @Malik Javed:

If you want to work exclusively with a cost segregation provider, I suggest entering into a contract/strategic partnership with that firm. Any deals you push their way can earn you a commission/referral fee. Reach out to me with any questions.

 Thank you - do you provide segregation studies?

Hi Adonis, yes we do. However this forum is not for self promotion. Feel free to reach out via DM or email me directly for additional insight. 

Thank you!