ATBC Partners
For CA, CS & PRO firms

Offer professional Business Plans, without building the team to write them.

ATBC's Channel Partner Program lets your firm sell tiered, investor-ready business plans under your own name — we handle research, drafting, and QC. You keep the client relationship and earn commission on every project.

How it works

From pitch to payout, in four steps.

Step 1

Pitch & sell

Present the tiered Business Plan service to your client and collect the advance — under your firm's name.

Step 2

Client fills a short brief

Your team walks the client through a guided questionnaire in the portal, saved as you go.

Step 3

ATBC builds it

Our analysts turn the brief into a polished plan — you track progress on your dashboard the whole time.

Step 4

Delivered, you get paid

The finished plan is emailed straight to your client. Your commission is calculated and tracked automatically.

Choose your tier

Pricing and currency are set automatically for your firm's market at onboarding.

Basic

A clean, professional plan for early-stage pitches.

  • PDF report
  • PPT summary
  • 1 revision round
  • Direct owner call: Not available

Middle

Deeper financials for clients raising capital or a loan.

  • PDF report
  • PPT deck
  • Excel financial workbook
  • 2 revision rounds
  • Direct owner call: One call, if needed
Most comprehensive

Top

Full market analysis and workbook for serious investors.

  • PDF report
  • PPT deck
  • Excel workbook
  • Data sources
  • Market analysis
  • 3 revision rounds
  • Direct owner call: One or two calls included

Why firms partner with ATBC

Sell more without extra headcount

You pitch and close — ATBC's analysts do the research, modeling, and writing.

Your name stays on the deal

Clients know it as your firm's offering. Commission and revenue share are set at onboarding.

Full visibility, zero guesswork

Track questionnaire status, revision rounds, and commission payouts from one dashboard.

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