Adapt Partner Program
Your expertise. Stickier clients. Revenue that compounds.
Advisory firms face a structural problem. Most revenue still depends on you being in the room. Projects end. Clients drift. Firm value stays tied to hours you haven't worked yet.
This is a real way to fix that.
"Adapt has strengthened how regional communities integrate leadership, people and structure, directly improving decision-making and capability."
Kane Leersen, Founder, Regional Prosperity. Adapt Coach and Founding Partner.
The structural problem
We know your clients need help with the hard stuff. You've told us.
Across 500+ SMEs and a decade of advisor conversations, the same three problems keep showing up. You see them often, even when clients can't name them clearly.
The business still depends on the owner. There's no clean transition path, and no system to hold what's in their head.
The owner sees the vision. The team has another version. Decisions bottleneck, priorities drift, and advisory work doesn't stick.
Growth creates complexity. Complexity creates dependency. The owner gets pulled back in, and the business gets harder to run.
Adapt gives you a proven way to solve those problems.
Adapt is the implementation arm of Succession Thinking®.
Learn moreWe help founder-led SMEs reduce owner dependency, lift leadership capability, and build enterprise value. You bring the trusted relationship. Adapt brings the IP, rhythm, support, and platform that make the work stick.
Design
A focused 4-workshop engagement to diagnose founder dependency, map leadership gaps, and produce the operating blueprint.
Build
Full implementation over 12 months: rhythm, role clarity, decision standards, accountability, and recommitment.
The Adapt Platform is the secret sauce.
The real-time leadership operating system beneath the work: priorities, commitments, scorecards, alignment docs, reviews, and lead indicator data in one place.
What you're actually getting
What partners actually get: IP, platform, and support.
You get the methodology, Adapt Platform, enablement, and implementation support ready to take to market. You keep the advisory relationship. Adapt makes the work repeatable, measurable, and commercially sticky.
Stickier client relationships
Clients on Adapt aren't just receiving advice. They're anchored to a system that sustains progress, deepens value, and keeps you connected.
50% lift in client retention vs advisory-only baseline
Recurring platform revenue
Earn 20% of platform subscription revenue from your first client, scaling to 25% as you grow. No cap.
+25% additional annual recurring revenue
More service revenue too
Founding Partners see service revenue grow alongside platform revenue because the platform creates more advisory opportunity.
+35% growth in annual service revenue
A partner portal that does the heavy lifting
Email sequences, collateral, sales scripts, playbooks, and case studies. Ready to use or customise.
A dedicated support structure
A Partner Success Lead, daily portal access, 24-hour SLA, and on-demand implementation support.
A community worth being part of
Peer learning with serious SME advisors. Collaborative growth. Real events. Shared ambition.
Two pathways
Two ways to begin.
Start with warm introductions, or embed Adapt from day one. We'll help you choose the right pathway.
Open the right doors. Earn as you go.
For trusted advisors with strong SME owner relationships who want to help without changing delivery on day one.
- Make warm introductions where there is real fit
- Co-host selected conversations or events
- $1,000 per qualified client who signs and pays for Design
- Option to pass the saving to the client where the partner cannot accept a benefit (e.g. financial planners)
- Qualification support and fast follow-up
- Light enablement. No certification required
- No lock-in
Start with Alliance. Step up to Charter when fit and momentum are proven.
Go deeper. Build recurring revenue.
For advisory firms ready to embed Adapt, build recurring revenue, and help shape the program.
- Deploy Adapt platform and IP with your clients
- ~3 hours certification + 90-day activation roadmap
- Platform revenue share: 20% to 25% (by active client tier). No cap
- $1,000 referral recognition per Design engagement introduced
- Free Adapt platform instance for your business (when thresholds are met)
- Partner portal: marketing collateral, sales scripts, implementation guides
- Dedicated Partner Success Lead. Daily access. 24-hour SLA
- Charter community and peer learning
- Bi-annual strategy sessions and annual quality reviews
- Help shape the program before it scales
20 spots for 2026. We're deliberate about who we bring in.
How we compare
This isn't a franchise. It's a partnership.
Most partner programs charge upfront, take ongoing fees, and give little back. We built ours differently.
| Adapt | EOS | Scaling Up | |
|---|---|---|---|
| Entry cost | $5,000 | $61,000 to $151,000 | $35,000 |
| Ongoing fees you pay them | $2,000/yr (waived at threshold) | $1,195 to $1,495/month | $16,500/yr |
| They pay you recurring revenue | Yes. 20% to 25% of platform revenue | No | No |
| Referral fees paid to you | $1,000 per converted client | No | No |
| You keep your service revenue | 100%. Your pricing, your margin | Yes | Yes |
| Platform provided | Yes. Client-facing, holds the work | Separate subscription (EOS One) | Third-party tools |
| Dedicated support lead | Yes. Daily access, 24-hour SLA | Group coaching calls | Mentor system |
| Payback on investment | 6 months or less | Typically 12+ months | Typically 6 to 12 months |
From the field
What Founding Partners say.
Five advisory businesses helped prove the model. These are their words.
Stronger leadership, structure and decision-making.
"Adapt has strengthened how regional communities integrate leadership, people and structure. The Partner Program has directly improved decision-making and capability across our landscape, while helping us embed accountability without losing our human edge."
New revenue pathways and a stronger advisory practice.
"Partnering with Adapt has opened new revenue pathways, strengthened my diagnostics, expanded my offerings, and lifted every engagement. Adapt has helped People Squared become more sustainable, valuable, and capable."
More clients. Stickier relationships. One centre of truth.
"Adapt elevated our model from hacked-together tools, reports, and survey platforms into a sophisticated delivery system. Now our clients and team live in Adapt. It has meant more clients, stickier relationships, and clearer proof of value."
Clarity, accountability and focus at pace.
"Adapt gives us the vehicle to harness our strengths and stay focused, accountable, transparent, and clear about where, how, and why we are winning. For a fast-growing business, that clarity is powerful."
What's next
Could this be your firm? Let's find out.
A 30-minute call to confirm fit and choose the right pathway.
Charter Partner. Revenue snapshot.
What recurring revenue actually looks like.
Platform revenue share is paid quarterly. No caps.
Average client ($500/month platform subscription)
| Active clients | Your share | Monthly revenue | Annual revenue |
|---|---|---|---|
| 5 clients | 20% | $500 | $6,000 |
| 10 clients | 25% | $1,250 | $15,000 |
| 30 clients | 25% | $3,750 | $45,000 |
| 100 clients | 25% | $12,500 | $150,000 |
Larger clients. 30+ employees ($1,000/month platform subscription)
| Active clients | Your share | Monthly revenue | Annual revenue |
|---|---|---|---|
| 5 clients | 20% | $1,000 | $12,000 |
| 10 clients | 25% | $2,500 | $30,000 |
| 30 clients | 25% | $7,500 | $90,000 |
| 100 clients | 25% | $25,000 | $300,000 |
Platform revenue share only. Coaching, facilitation, and advisory revenue is yours to set and keep. Most Charter Partners recover the $5K investment within 6 months.
Recurring revenue
Start your recurring revenue journey.
For advisory firms ready to embed Adapt and build platform revenue share.
How it works
From first conversation to active partner.
A simple process. Clear next steps.
Express interest
Submit an EOI or book a call.
Alignment meeting
A 30 to 45 minute conversation to confirm fit, pathway, and terms.
Sign & activate
Sign the agreement, start onboarding, and begin the 90-day activation roadmap.
Deliver & grow
Your Partner Success Lead supports launch. First client target: Day 60. Revenue starts once client payment clears.
Fit check
We're selective. Deliberately.
This works when both parties show up properly. Here's who it fits, and who it doesn't.
- Advisory firm generating $1M to $5M in annual revenue
- Active database of 150+ SME owner relationships
- Already delivering strategy, leadership, or succession advisory
- Charging fair, premium fees ($10K+ engagements)
- Want deeper client relationships and recurring value
- Value being part of something bigger
- Share our commitment to long-term SME stewardship
- Firms that want to resell software
- Partners who can't commit to getting clients real results
- Anyone seeking passive income without delivery
- Firms running frameworks that conflict with Adapt
- Anyone who lights up on the economics and goes flat on the client outcomes
Ready to explore this?
Let's work out if this is the right fit.
The alignment call is a straight conversation. We confirm fit, choose the right pathway, and decide whether to move forward.
20 of 25 partner spots available for 2026. Alignment meetings available now.