We complement your expertise — never compete with it.
Your clients bring you problems that sit just outside what you do. The CFO whose denial rate is climbing. The founder whose turnover is eating the margin you just helped protect. You can see the problem clearly. Referring it out means vouching for someone, and vouching is expensive when you get it wrong.
That is the actual risk in a referral, and it is why most good ones never get made.
Fractional C-Suite
Recover cash and cut cost the numbers depend on.
HR Leaders
Extend your people strategy with vetted workforce partners.
CPAs & Accountants
Surface tax-advantaged savings — FICA, WOTC, and more.
Attorneys
Keep clients compliant — I-9, E-Verify, benefits, and beyond.
Benefits Brokers
Layer in best-in-class solutions without disrupting the plan.
PE & Operating Partners
Lift EBITDA across the portfolio — cost and revenue both.
The color tells you which side of the organization the problem sits on.
“Our benefit costs go up every year.”
Workforce“We can't keep our staff.”
Workforce“Our claim denials are out of control.”
Revenue cycle“We can't trust our own data.”
Revenue cycle“We have too many vendors to manage.”
BothMake a warm intro
Email, LinkedIn, or in person. A personal handoff goes furthest, and it is the only part that requires you.
Mention the H.E.R.O. Snapshot
It is no cost, takes about fifteen minutes, and shows where your client's people or money is most exposed. It is also the front door to BenDNA or RevDNA, our proprietary, paid Diagnostic Needs Assessments.
Tell us who they are
Use the form below, or reach Ben directly at ben@neroandassociates.com · 215.526.5126.
Tell us about you and your client.
A few details on both sides let us prepare before the first call, so your client hears from someone who already understands the situation.
The H.E.R.O. Snapshot is no cost and takes about fifteen minutes. If there is fit, the next stage is BenDNA or RevDNA — a paid, proprietary Diagnostic Needs Assessment that surfaces the specific gaps and produces the Economic Case on their numbers. The third stage, BenECO or RevECO, is where the ecosystem gets built and managed — also paid.
Naming all three matters when you make the introduction, and naming the price posture matters most. The no-cost stage is what gets the conversation started. The paid stage is what your client should know to ask for. A prospect who arrives expecting the diagnostic at no cost is a referral you have to spend credibility repairing — and it is your credibility, not ours, that gets spent.
- H.E.R.O. Snapshotno costOne for each driving force. Each shows where that force is most exposed — you answer about the system you actually run.
- BenDNA / RevDNApaidOur proprietary Diagnostic Needs Assessment. Surfaces the specific gaps in your operations and produces the Economic Case our ecosystems are built against.
- BenECO / RevECOpaidThe selected capabilities, delivered and measured as a scoped engagement — with terms set for each component.
Advisory. Architecture. Accountability.
Fully managed, start to finish. We help you be the one who solved it.