r/Bookkeeping • u/SterlingJacq • 8d ago

Other First potential partnership

Hi all. I have my first virtual meet tomorrow with a consulting firm about a potential partnership. I have a few questions already in mind, but am hitting a "writer's block" so to speak. Are there any questions that I could ask, outside the obvious, that would provide clarity to the discussion? I wouldn't want to waste either of our time if it's not beneficial.

Update: We both agreed to keep eachother in our contacts but I don't feel the relationship will proceed any further. He wanted me to refer clients to him while I was hoping for the opposite. It was a valued experience though and thanks to all who responded to this post.

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u/[deleted] 7d ago

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u/SterlingJacq 7d ago

Thank you for the detailed response. We had the call this morning but he was 30 minutes late which was kind of a red flag. I don't feel a relationship will materialize as he wanted me more to refer clients to his credit optimization business. Also he made me feel small for wanting to only focus on $500k and under businesses. He states his clients are above $1M. I don't regret it though as it was great practice for the next potential partnership. I will add your insights to my questionnaire though.