Become a Partner

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Join the DealShield™ Professional Partner Network

Are you a business broker, financial advisor, or consultant looking to elevate your services and offer unparalleled value to your clients? By joining the DealShield™ Professional Partner Network, you'll have the opportunity to provide your clients with a revolutionary exit planning solution that offers significant tax savings, asset protection, and guaranteed performance on seller-financed deals.

Become a Certified Exit Planning Specialist (CEPS™)
As a member of the DealShield™ Professional Partner Network, you'll receive exclusive training opportunities and earn the prestigious Certified Exit Planning Specialist (CEPS™) designation. This credential demonstrates your expertise in helping clients create tax-efficient exit strategies. Additionally, you'll gain access to mastermind groups, earn professional continuing education credits, and have the rights to use the CEPS™ credential—enhancing your reputation and marketability.

As a DealShield™ partner, you'll unlock valuable benefits, including:

  • Earn Compensation for Every Referral: Receive compensation for client introductions and increase your recurring  revenue.
  • Expand Your Expertise: Access the tools, training, and resources necessary to confidently guide clients through successful and tax-optimized business exits.
  • Grow Your Business: Differentiate yourself in a competitive market by offering a unique, powerful solution that addresses your clients most critical financial and succession planning needs.

Partner with Polymath Partners and help business owners secure their futures with confidence, all while enhancing your business and increasing your revenue. With the DealShield™ Professional Partner Network, you're not just expanding your services—you're joining a community of forward-thinking professionals committed to making every business exit a success.

Why Polymath Partners

We empower business owners to build resilient companies and create generational wealth. Through our integrated services, we help strengthen your business, increase enterprise value, and prepare for future transitions. Whether you're scaling, selling, or passing it on, our flagship solution, DealShield™, makes it safer and easier to unlock the full value of your business, securing a lasting legacy for your family.

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