Now in Beta — Founding Member Spots Available
Trusted Partner Network

Close the
Trust Gap.

Trust at Scale

TPN is the referral discipline platform for professionals who serve business owners — CPAs, wealth advisors, exit planners, commercial bankers, attorneys, and business coaches — who want high-value introductions that actually land, not lead counts that go nowhere.

CPA / Accounting Wealth Advisor Exit Planner Commercial Banker Business Attorney Business Coach HR Advisor Commercial Insurance
Apply for Founding Access Watch the Demo

A 2-minute walkthrough of how a TPN group turns its network into deliberate, high-value introductions.

Your network is your biggest asset.Most professionals leave it on the table.

We know what the most effective networkers do differently. They have a small group — usually around 15 people — who know them well enough to make what we call superlative recommendations.

Too Much Noise

Networking events, LinkedIn requests, coffee meetings — lots of activity, little depth. Your time is limited and you can't invest it in everyone.

No System for Referrals

Referrals happen informally and inconsistently. There's no shared language for making introductions that convert, no way to track commitments, no accountability.

Trust Takes Too Long

Even good relationships stall because there's no structure for building the deep mutual knowledge that enables someone to recommend you enthusiastically.

"Not just 'meet my friend' — but 'you need to meet this person because they solved exactly this problem for a company just like yours, and here's how they did it.'"

That's a superlative recommendation. That's what TPN is built to make possible.

The TPN Program

Three elements. One trust-building system.

Every component of TPN is designed to directly address the trust gap — so you can build the kind of network that actually grows your practice.

The Connection Matrix

Software

A visual grid where every member rates their relationship with every contact in the group. At a glance, the group sees who knows whom, how well, and where introductions are in progress. It turns a fuzzy network into a clear, actionable map — and keeps every member focused on making the right next move.

Introductions of Value

A specific methodology for making introductions that transfer trust, not just names. To do it well, every member keeps their business profile sharp — their ideal customer, their unique value proposition, and their customer stories — so that every partner in the group can speak credibly on their behalf at any time. The result: introductions that convert because trust was actually transferred.

The Trusted Partner Agenda

Monthly, three-hour structured meetings where trust is built deliberately. Members share market updates, expertise, and asks. Introductions are reviewed and tracked to completion. Network deep dives surface who in the room can connect you with exactly who you want to meet. Same place, same time, same agenda — the discipline that turns a group of professionals into a high-performance referral team.

Group Design

One of each. No direct competitors.

A TPN group brings together 12–16 professionals from complementary disciplines. When all the right seats are filled, every member can serve their clients — and each other's clients — completely.

CPA / Tax Advisor
Wealth Manager
Commercial Banker
Business Attorney
Business Coach / Advisor
HR / Talent Advisor
Commercial Insurance
Commercial Real Estate
Technology Advisor
Financial Planner
Exit Planning Advisor (CEPA)
M&A Advisor / Business Broker

Disciplines are configured by each group to match their shared client market. Any combination of professional advisory disciplines serving the same business owner clients is the right foundation.

The Platform

Software that makes the process easy to manage.

TPN's platform keeps everything in one place — member profiles, relationship tracking, introduction management, and meeting prep — so the work of building trust doesn't fall through the cracks.

Member Business Profiles

Ideal Customer Profile, Unique Value Proposition, and customer stories — everything your partners need to introduce you credibly. Profiles are built collaboratively and kept sharp over time.

The Connection Matrix

A visual grid of every member's ratings across every contact in the group. See at a glance where the opportunities and gaps are.

Introduction Tracking

Log asks, track introductions through to completion, and hold the group accountable to its commitments — without spreadsheets or endless follow-up chains.

Meeting Management

Schedule recurring meetings, send automated reminders, and keep every member prepared to show up with their asks, updates, and stories ready.

On the Roadmap

  • LinkedIn & Google Contacts import
  • AI-assisted profile coaching
  • Meeting recording & transcript summaries
  • AI-suggested introduction opportunities
  • Gmail sidebar for contact capture
  • Mobile app

Founding members shape the roadmap.

For Facilitators

Add a high-value recurring offering to your practice.

Are you a CPA firm partner, wealth advisor, exit planner, commercial banker, business coach, chapter leader, or professional association organizer who already convenes a curated referral circle — formally or informally? TPN's Facilitated Group model gives that circle a real system.

You provide

  • →Group recruitment and curation
  • →Meeting facilitation
  • →Member profile coaching
  • →Accountability to group agreements
  • →Your professional credibility and relationships

TPN provides

  • →The platform and all software
  • →The proven process and playbook
  • →Member onboarding and training
  • →Ongoing product development
  • →Facilitator support and community

You set your facilitation fees. TPN charges a flat platform license.

Example: 15 members × $200/mo facilitation = $3,000/mo to you. Platform license: $199/mo. You keep the rest.

Talk to Us About Facilitating

Pricing

Free during beta.

TPN is free for all groups right now. When beta ends, every group starts with a 90-day free trial — a full quarter to run your first meeting cycle and find value before any decision about pricing.

Self-Serve

Free During Beta

Pricing announced when beta ends

For organizers who want to run their own TPN group with the platform and process.

  • Up to 16 members
  • Full platform access
  • Connection Matrix, profiles, meeting tools
  • Introduction tracking
  • Organizer's seat included
  • 90-day free trial when pricing launches
Apply for Access
FOR FACILITATORS

Platform License

Free During Beta

Pricing announced when beta ends

For professional facilitators running TPN groups as a managed service. You set your own facilitation fees.

  • Up to 20 members
  • Everything in Self-Serve
  • Multi-group facilitator dashboard
  • Facilitator playbook and onboarding session
  • Priority support
  • 90-day free trial when pricing launches
Apply for Access

Chapter and organizational programs available for EPI, XPX, and similar associations. Contact us for volume pricing.

Founding Member Program — 15 Spots

Join the founding group.
Shape where TPN goes next.

TPN is free during beta. Founding groups also lock in 50% off for 24 months after pricing launches, a personal onboarding session with Jim Haviland, and direct input into the product roadmap. In exchange, we ask for honest feedback and permission to share your story.

No spam. We'll respond within one business day.