Adapt Partner Program
Turn trusted advisory relationships into stickier clients and recurring revenue.
Add Adapt's IP, platform and implementation support to your advisory firm.
Most advisory revenue depends on you being in the room. Adapt helps your work stick after the meeting ends.
"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 same problem keeps showing up.
Across 500+ SMEs and a decade of advisor conversations, it shows up in three familiar ways.
Handover
The business still depends on the owner.
There is no clear transition path, and too much knowledge still lives in the founder's head.
Alignment
The team is moving, but not in the same direction.
The owner sees one version of the business, the team sees another, and advisory work struggles to stick.
Scaling
Growth creates more pressure, not more freedom.
Complexity rises, decisions slow down, and the owner gets pulled back into the centre.
Think of a client who...
- is still the decision bottleneck
- talks succession but cannot operationalise it
- is valuable, but too dependent on the owner
- has leaders who are not stepping up
- runs strategy sessions that do not stick
- is growing, but getting harder to run
Adapt gives you a proven way to solve those problems.
Adapt brings the implementation layer behind Succession Thinking® into your advisory relationships: the IP, framework, coaching and platform that help founder-led SMEs reduce owner dependency, build enterprise value, and create recurring client value.
Design
A focused 4-workshop engagement to diagnose founder dependency, map leadership gaps, and deliver the owner-aligned vision for the business.
Build
Full implementation over 12 months: strategic cadence, role clarity, decision standards, accountability, and cultural health.
The Adapt Platform turns advisory work into operating rhythm.
It keeps clarity, accountability and leadership momentum visible after the workshop, so progress does not depend on another meeting, another spreadsheet, or the owner holding it all together.
Explore the platformWhat 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.
You stay the trusted advisor.
Adapt strengthens what happens after the advice, so your client gets a system and your relationship gets deeper.
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.
- Warm introductions where there is real fit
- Co-host selected conversations or events
- $1,000 per converted Design client
- Pass the saving to the client if needed
- Qualification support and fast follow-up
- Light enablement. No certification
- 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.
- Adapt platform and IP for your clients
- Certification + 90-day activation roadmap
- 20% to 25% platform revenue share. No cap
- $1,000 referral recognition per Design engagement
- Free platform instance when thresholds are met
- Partner portal: collateral, scripts, guides
- Partner Success Lead + 24-hour SLA
- Charter community, reviews, and strategy sessions
19 spots for 2026. We're deliberate about who we bring in.
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."
30% recurring revenue growth. 30-40% less delivery time.
"Working with Adapt, we've grown recurring revenue by 30%, cut delivery time per client by 30-40%, and converted five new advisory engagements directly off the platform. The model genuinely makes us more valuable to our clients."
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
See where Adapt could fit inside your advisory model.
A 30-minute call to map the client opportunities already sitting inside your advisory base.
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.
19 of 25 partner spots available for 2026. Alignment meetings available now.