REFERRED PARTNERS
Preferred Partners
When you are looking for a partner to overcome the challenges of growth.
Say goodbye to monthly fees!
Enjoy the freedom to pay-per-goal when you collaborate with us.
Descriptions of a “Small Business”
we help overcome:
an individual office manager or one decision maker
business decisions are based on cost and accessibility
rely on looking for business and not receiving business
feel like they are always working on the business
hard time delegating jobs, clients, or management
specialists for HR or Accounting and not teams
never enough help or constant employee turnover
limited to no IT staff
Preferred Partners: Exclusive In-Person and One-on-One Support
for Local Business Nation Members!
Get to Know, Like, and Trust
Business Professionals Like You.
How It Works:
Free Introduction
During our first meeting, we will introduce ourselves and explain how our services can benefit your business. This initial interaction is an opportunity for us to get to know each other better and gain a deeper understanding of your business needs.
Business Overview and Goal Setting
We will analyze any business plans you already have and delve further into the details of your current operations, difficulties, and aspirations. Based on this information, we will update your current business plan or create one that is specifically tailored to your objectives for collaborating with us.
Getting the Project Started
After you meet with the expert who will assist you, the first step is to review the updated business plan and discuss what support is necessary to achieve your objectives. Before proceeding further, the team will propose and agree on the time and cost needed for the job.
Once you are in agreement with the plan, you will establish clear and realistic goals together. These goals will be your roadmap throughout the process, ensuring focus and accountability for achieving results. They will be reviewed in detail during a follow-up meeting at the end of the process.
Next, the tasks, deadlines, and mutual expectations will be outlined to ensure everyone understands what needs to be done. This step is crucial for promoting efficient collaboration and ensuring alignment towards the same objectives.
Review Goals
Review and evaluate the effectiveness of the process and whether your goals were met. Based on this assessment, determine if any new goals are necessary now or in the future. Finally, develop a five-year plan to steer the business toward long-term growth and success.
Not a consulting firm!
"With us, you invest directly in achieving specific objectives."
Think about it: Have you ever felt frustrated paying for a gym membership just to attend one class or subscribing to a streaming service just for one show? That frustration ends with Preferred Partners. We're not your typical consulting firm - we're a collaborative team of unique companies dedicated to helping your business overcome obstacles and thrive.
Say goodbye to the one-size-fits-all approach. With Preferred Partners, you have the power to choose expertise tailored specifically to your needs. No more worrying about high fees, long-term contracts, or hefty monthly commitments. Our expert team is here to tackle essential projects on-demand, whenever you need them.
Forget about being locked into solutions that don't fit. With us, you invest directly in achieving specific objectives. Whether it's streamlining your payroll today or customizing a manual tomorrow, there are no idle costs in between. We connect you to the right solutions at the right time.
But we understand the concerns too. Small business owners worry about dependency, lack of control, and confidentiality issues when bringing in external help. That's why Preferred Partners emphasizes understanding your unique challenges, maintaining your control, and ensuring confidentiality every step of the way.
We understand that you're not just looking for quick fixes - you need sustainable, long-term strategies that will propel your business forward. That's why our approach at Preferred Partners is different. We don't rely on generic templates. Instead, we focus on crafting personalized solutions that are tailored to fit your unique business needs like a glove.
And here's the best part: When the job is done and you're fully satisfied, we won't keep you tied down with lingering charges or pressure you to find reasons to "get your money's worth." At Preferred Partners, we believe in transparency and fairness. Once we've delivered results, you're free to enjoy your business and the progress you've made without any strings attached.
So, take a breath, relax, and savor the success of your business knowing that you've partnered with a team that truly has your best interests at heart. Experience the freedom and flexibility you deserve with Preferred Partners. Let's make your business dreams a reality - together.
For Businesses that are:
Becoming more than a small business.
Ready to grow but don't have the bandwidth.
Need help to complete specific steps and don't need a monthly service plan.
Areas We Support
Business Insurance
Employee Benefits
Business Growth
General Liability
Professional Liability
Coverage Analysis
Commercial Property insurance
Medical Insurance
Dental/Vision
Tax Advantage Programs
Income Protection
Digital Marketing
The EOS Model
Cash Flow
Hiring/Recruiting
HR Management Systems
Worker's Compensation
Compliance
Payroll Systems
Employee Engagement Programs
Equal Pay Act
Benchmarking / Best Practices
Tax Deductions and Savings
Claims Review
Claim Management
Self-insurance Feasibility Study
Risk Identification
Risk Management Consulting
Employee Safety
OSHA Compliance
Job Safety Analysis
Safety Policy Review and Implementation
Products
Business Insurance
Coverage Analysis
Risk Identification
Risk Management Consulting
Employee Benefits
Fully Insured Medical
Association Health Plans
Tax Advantage Accounts (HRA, HSA, FSA)
Dental
Vision
Voluntary Benefits
Business Growth
The EOS Model
Cash Flow
Hiring/Recruiting
Retention
HR Management Systems
Certificate of Insurance Requirements
Self-insurance Feasibility Study
Benchmarking / Best Practices Study
Claims Review
Claim Management
Worker's Compensation
Fleet Safety
Safety Policy Review and Implementation
Safety Training
Job Safety Analysis
OSHA Compliance
Compliance
Equal Pay
Employee Roles and Positions
Safety
REFERRED PARTNERS
PREFERRED PARTNERS
Digital Marketing and Social Media
Business Strategy
Insurance and Liability
Human resources and Payroll
Finance and Business Management
Communications and Development
Operations and Metrics
Digital Marketing and Social Media
Business Strategy
Insurance and Liability
Human resources and Payroll
Finance and Business Management
Communications and Development
Supplemental HR Manager
Operations and Metrics
Digital Marketing
Organizations and agencies we support by offering a free business plan review
and no registration fee when being referred to us.
Preferred Businesses
Good Business is everyone's business.
Unleash the Power of Preferred Partners! Building on genuine relationships and unwavering integrity, we redefine the standards of being a business advocate. Unlock a vast network of professionals waiting to propel your success.
Sign up now while its still being built out to avoid any membership fees coming soon!
Frequently Asked Question
Do I Have To Pay Any Fees To Ask Questions OR To Review My Business
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If I have benefits in place do I have to switch to what you offer?
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What Kind of Process would this be?
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Testimonial
Don’t take our word for it, hear what our happy clients have to say
Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.
John Doe
CEO, Unipie
Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.
Jane Doe
CEO, Unipie
Our Experience
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Business Management
Human Resources
Business Growth
Business Financials
