Why Join the Mikel Partner Program

Deliver More. Pay Less. Win Bigger.

Our Partner Program is built for firms and professionals who need a trusted business planning team behind them. Whether you are helping clients secure funding or navigate immigration processes, we streamline the work so you can deliver more, faster.

Add planning capacity Business plans, pitch decks, models, and research support without hiring internally.
Support client files Funding, immigration, investor, lender, expansion, and advisory documents.
Create recurring revenue Build a repeatable partner channel around white-label delivery, referrals, or co-delivery.

Built for Professional Partners

Business plans, pitch decks, and financial models delivered behind the scenes.

Partner with Mikel Consulting to expand your service capacity without hiring, training, or managing a full internal planning team.

White-label execution We can work behind your brand when discretion and continuity matter.
Preferred partner pricing Access partner rates across business plans, decks, models, and related services.
Flexible delivery models Use white-label, referral, or co-delivery support depending on the client file.

Key Program Benefits

Expand Your Service Capacity Without Expanding Your Team

Discounted Partner Pricing

Access preferred rates across eligible business plans, pitch decks, financial models, and related planning services.

Priority Turnaround

Move faster when clients have funding deadlines, immigration timelines, lender requests, or investor meetings.

White-Label Options

We can work behind your firm when you want to preserve continuity, client ownership, or brand control.

Dedicated Account Support

Work with a consistent point of contact who understands your firm, your clients, and your project expectations.

Referral Bonus Option

Earn referral compensation where applicable when clients are introduced directly to Mikel Consulting.

Engagement Models

Choose the Partnership Structure That Fits Your Firm

Work with Mikel Consulting behind the scenes, refer clients directly, or collaborate with us when your team needs business planning support alongside legal, funding, or advisory work.

Referral

Referral Partnership

You introduce the client to Mikel Consulting, and we manage the project directly from intake through final delivery.

Best for professionals who want a simple referral option. Allows your client to receive direct support from our team. Referral compensation may apply where appropriate.
Co-Delivery

Co-Delivery Model

Your team and our team stay involved together, usually when legal, immigration, financing, or advisory strategy needs to align with the planning materials.

Useful when the project requires input from both teams. Works well for immigration files, funding applications, and investor packages. Helps keep business planning aligned with the broader client strategy.

Who the Program Is For

Built for Professionals Who Support Clients With Funding, Immigration, & Growth

The Partner Program is designed for firms that regularly encounter clients who need professional business planning, financial forecasting, investor materials, or application support.

Immigration

Immigration Lawyers & Consultants

Support clients with entrepreneur, investor, company transfer, and business immigration files.

Banking

Bankers & Loan Officers

Refer clients who need lender-ready business plans, forecasts, or use-of-funds support.

Accounting

Accounting & CPA Firms

Add professional planning support for clients pursuing financing, expansion, or acquisition plans.

Funding

Funding Advisors & Grant Consultants

Strengthen client applications with structured business plans, budgets, forecasts, and narratives.

Startups

Incubators & Accelerators

Help founders prepare investor-ready plans, pitch decks, and financial models.

Franchise

Franchise Consultants

Support buyers and franchisors with bank loan plans, expansion plans, and financial forecasts.

Transactions

Business Brokers & M&A Advisors

Prepare planning materials, CIM support, teasers, financial models, and acquisition narratives.

Wealth

Private Wealth Managers

Assist entrepreneurial clients who require business plans, investor materials, or funding documents.

Client Deliverables

What We Can Prepare For Your Clients

Partner firms work with us because client needs rarely stop at one document. We can prepare the planning, financial, and investor materials required to support funding, immigration, internal strategy, expansion, acquisition, and review.

Deliverables can be prepared directly for the client, in collaboration with your firm, or behind the scenes depending on the engagement model.

Planning

Business Plans

Lender-ready, investor-ready, internal, franchise, acquisition, and expansion business plans.

Immigration

Immigration Business Plans

Program-specific plans for entrepreneur, investor, company transfer, and expansion applications.

Investors

Pitch Decks

Investor-facing decks built around market opportunity, traction, financial logic, and growth strategy.

Financials

Financial Models

Excel-based forecasts with assumptions, statements, use of funds, break-even, and sensitivity analysis.

Analysis

Feasibility Studies

Project, acquisition, market, and expansion studies for strategic and funding decisions.

Research

Market Research

Industry trends, competitor analysis, customer segmentation, location analysis, and market sizing.

Funding

Grant & Lender Documents

Supporting plans, budgets, use-of-funds summaries, and application-aligned business narratives.

Capital

Investor Materials

One-page teasers, cap table support, investor summaries, CIM support, and fundraising documents.

Need something outside this list? Many partner projects are custom. If your client needs a specialized document, revised model, funder-specific package, or application support material, we can scope it with your team.

How the Partnership Works

A Simple Process For Recurring Client Support

Whether you need white-label execution, referral support, or co-delivery, we keep the process clear so your firm can move quickly when client needs arise.

01

Contact Us

Tell us about your firm, client base, typical project needs, and whether you are interested in white-label, referral, or co-delivery support.

02

We Review Fit

We confirm the best partnership structure based on your workflow, client relationship, expected volume, confidentiality needs, and delivery expectations.

03

Partner Terms

We outline pricing, communication flow, turnaround expectations, revision process, document ownership, and how projects will be submitted.

04

Submit Projects

You send client files as needed. Depending on the model, we either work behind your brand, collaborate with your team, or support the client directly.

05

We Prepare the Work

Our team prepares the business plan, deck, financial model, feasibility study, or supporting document based on the agreed scope.

06

Ongoing Support

As future client needs arise, your firm can continue using Mikel Consulting as a flexible planning partner without managing a full internal production team.

Simple for your firm. Professional for your clients.

Our goal is to make business planning support easy to access whenever your clients need it, while giving your firm a reliable execution partner for high-stakes documents.

Delivery Models White-label, referral, or co-delivery support
Typical Documents Plans, decks, models, research, and funding materials
Best Fit Firms with recurring client planning needs

Why Partner With Mikel Consulting

Proven Planning Experience Your Firm Can Rely On

Mikel Consulting prepares business plans, pitch decks, financial models, feasibility studies, immigration business plans, and funding materials for entrepreneurs, startups, established businesses, professional firms, lenders, investors, and immigration clients across a wide range of industries.

Our Partner Program gives your firm access to that experience without the cost of building a full internal business planning team.

4,000+ Business Plans and Client Engagements Completed
$1.6B+ Reported Client Funding Secured, Supported, and Approved
97% Reported Client Success Rate
90+ Client Origin Countries Served

Partner Program Inquiry

Start Your Partnership With Mikel Consulting

Complete the form and one of our senior consultants will review your inquiry within 24 hours. We can discuss white-label support, referral partnerships, co-delivery options, partner pricing, and recurring business planning support for your clients.

🔒 Your information is strictly confidential. We do not share your details with third parties.