The system you wish you'd known about earlier.
For CPA firms, large P&C brokerages, and life agents who want to turn their client relationships into a family-office practice.
Built for professionals with a book
CPA firms
Add planning, protection, and credit services your clients are already asking about, without building them in-house.
P&C brokers
Turn a large book of business owners into life, tax, and credit relationships with lasting value.
Life agents
Move from one-off policies to a recurring, multi-pillar practice with tax clients at its core.
What the system gives you
Own your book at top-level comp
Keep ownership of your clients, with top-level compensation and annual trails (subject to carrier contracts).
Build a book built to sell
Structure your book with a future acquisition in mind. Books are commonly valued at around 3–5x revenue, and we plan for a 3–4 year horizon. Valuations vary.
Warm referrals, less educating
Clients come recommended by third-party CPA strategists, so the education has already happened before you meet.
Recurring income from tax clients
Tax clients renew every year, adding a steady base of recurring work to your book.
Overrides to build your agency
One generation of overrides is built in, so you can recruit and grow top producers in your area.
The family office, under one roof
Growth, tax savings, wealth structure, and protection for business owners, all aligned in one place.
Build the family office
Wealthy families have long had a single office coordinating their growth, taxes, structure, and protection. We bring that model to business owners, and you're the one who delivers it.
- Growth: business credit and capital options
- Tax savings: TAB-driven tax strategy
- Wealth structure: entities and Roth conversion planning
- Protection: VMAX and tax-advantaged insurance
Let's see if it fits your book
A short, confidential conversation. Email nick@puritycapllc.com.
Compensation, trails, and overrides are governed by carrier and agency agreements and depend on production and licensing. Book valuations are illustrative, set by buyers, and not guaranteed.