About Retained
Built for the Practice That Is Too Good to Run on Luck.
Retained does one thing. We build and run The Referral-Proof Pipeline™ for US fractional CFO and advisory practices, so the next client never depends on one relationship staying where it is.
Why We Exist
Referrals Are the Best Channel in This Profession. That Was Never the Risk.
- A practice gets built on two or three relationships.
- The work is excellent, so the introductions keep coming.
- Until one contact changes firms, retires, or starts sending work somewhere else.
- Then the calendar goes quiet, and the next quote comes in low.
We built Retained so that moment is an inconvenience, not a crisis.
One Niche
One Niche. On Purpose.
We work with US fractional CFO and advisory practices, and nobody else.
That means the target lists, the referral-partner map, and the language in every message start from how owners doing $3M to $25M actually buy finance help.
A generalist agency learns your market on your retainer. We start from it.
How We Work
Five Rules We Do Not Bend
The Honest Part
We Will Tell You What 90 Days Can Do, and What It Cannot.
Discovery calls are what we commit to and what the guarantee covers.
Signed retainers follow your close rate and your sales cycle, usually 4 to 8 weeks from first call.
We would rather lose the sale than start a relationship on a promise that breaks at day 60.
Free, 30 minutes
Find Out What Share of Your Practice Sits on Two Relationships.
Thirty minutes. Your number, your open channels, and the three gaps worth fixing first, in writing the same day.