For attorneys, CPAs & financial advisors.
Many of our engagements begin with a call from a practice’s attorney or accountant — the advisor who sees the trouble first. This page is the referral relationship, in writing: what happens to a client you send, and what you can hold us to.
Situations worth a call
A client whose practice is missing distributions; a partnership dispute with an operational root; an administrator departure; a practice preparing for sale or transition. If the situation rhymes with one of these, it is worth a conversation before it is worth anything else.
How a referral works
Talk to John before you introduce a client — describe the situation without naming the practice, and you’ll get a straight read on whether we’re the right help. Then introduce us by email, or have your client write directly. The first conversation is confidential and obligates neither of you, and the first 30 days shows your client exactly what would happen next — every step of it a place where they can stop.
Your client relationship stays yours: we report back to you only with the client’s consent, to whatever degree the client directs, and we do not provide the services you provide.
We are operators — not attorneys, and not accountants
Stabilization work surfaces legal and tax questions: a partnership agreement that needs amending, an employment decision, a payer dispute, a transaction. When it does, we bring the question to the practice’s own counsel and CPA, work to their guidance, and keep them informed. If the practice doesn’t have that advisor, we say so early — before the question becomes a problem. The engagement charter is written to be read by your attorney, and we expect it will be.
The standing policies
We pay no referral fees and accept none — the only currency in the relationship is that your client gets stabilized. No client is ever named, described, or hinted at on this site — that is standing policy, and you can hold it out as such. Before any engagement, we check the practice’s market against our existing clients and decline where the work would conflict. Based in Massachusetts; engagements run wherever the practice is. If your client is far from Boston, write anyway — the answer is a conversation, not a map.
Write directly
Write admin@austinhealthadvisory.com with “Referral” in the subject line — before any introduction, if you prefer. The person who replies is the person who does the work.
The page most advisors forward is the first 30 days — it prints clean, for the email where you make the introduction.