Join Forces with ORCA Business Advisory
Empower Businesses, Protect Jobs, Drive Growth
Your In-House Partner for Profitability
Introduction
ORCA Business Advisory is an elite consulting firm specializing in accelerating revenue growth across all sectors of a company, achieving results that typically take five years in just 365 days. Leveraging a proprietary AI-driven algorithm with 500 million weighted data points, ORCA optimizes business operations across 30 key areas, ensuring sustainable profitability while maintaining financial health. We work to preserve jobs, expand the employment base, and secure the future of businesses.Our financial solutions also prepare businesses to qualify for term loans, business credit lines, and raise investor capital by improving EBITDA, owner’s discretionary income, and debt service ratios. ORCA employs advanced financial modeling, binary tax strategies, and profit acceleration systems to position businesses for growth and success.
Your In-House Analyst
Think of us as your personal in-house analyst. By partnering with us, you’ll tap into a unique set of resources designed to help you reach out to prospects who may not have qualified for your product or service initially, as well as boost your clients’ profits and their ability to invest in your premium offerings. Let’s team up to support businesses, protect jobs, and lay the groundwork for long-term growth.
Primary
- Preserve and grow jobs through profit-focused business strategies.
- Strengthen the U.S. economy by supporting small businesses contributing $4.9 trillion to GDP.
- Foster sustainable local growth to support community programs and services.
- Create a scalable, global training model for international ORCA partners.
- Protecting the return of investment capital to investors
Secondary
- Together, we can help overleveraged or at-risk businesses avoid layoffs and permanent employee terminations. In more critical situations, we can also prevent them from having to file for bankruptcy reorganization, or liquidation.
Why Most Chose To Partner
- Most choose to partner because 1. we have overlapping client demographics, 2. they want to help save jobs, and 3. we send the client back to our referral partner to service as needed. Its a win-win-win for everyone.
Your Role as a Partner
- Identify businesses at risk of layoffs, downsizing, or bankruptcy.
- Refer forward-looking businesses seeking growth from small to middle market or beyond.
- Collaborate with ORCA to preform a Profit Acceleration Analysis to identify how the client (or prospect) may achieve faster profitability and lasting stability.
OPTIONAL: Consultant Toolbox and Toolbox+ for Partners
- Wholesale access to all lead generation and new client acquisition programs for your business
- Wholesale PAM reports and back-office integration support.
- Access to lending partners, angel investors, and business growth solutions.
- Access to over 60,000 vendors, technology specialist and developers
- Exclusive tools to elevate client outcomes while growing your advisory practice.
- Access to the $200,000 EIN business credit lines not requiring personal guarantee, no financial, and no tax returns
There are three (3) engagement methods:
- 1. Non-white label. Just refer a client, and we will interview the client and ensure they are the right fit. ORCA will service 100%
- 2. Non-white label. You can engage with ORCA BA and co-manage the client strategy integration.
- 3. Full white label delivery. Full collaborating as your in-house analyst to perform client strategy integration and proving vendor services.
Book a meeting and let's discuss the details. Each alliance is unique.
Partner with ORCA: Revolutionize Growth, Protect Jobs, Amplify Profits!
Below are key industries we partner with, but, we are open to others
Business Consultants or Coaches
Business consultants and coaches empower business leaders, and ORCA amplifies that impact by focusing on businesses at risk and those ready to scale. By partnering with ORCA, you can faster improve the financial position of struggling businesses and provide them with solutions like Profit Acceleration Modeling (PAM), which uses 500 million AI-powered algorithms to optimize operations, reduce costs, and drive profit growth. Additionally, our binary tax strategies and financial structuring tools position businesses for long-term, sustainable success.
Now, as a partner, you’ll access our Optional Referral Alliance Toolbox, including new client lead generation, lending networks, angel investors, and back-office support, allowing you to focus on coaching while we handle the technical integrations. Together, we save businesses, protect jobs, and build a foundation for sustainable growth.
Now, as a partner, you’ll access our Optional Referral Alliance Toolbox, including new client lead generation, lending networks, angel investors, and back-office support, allowing you to focus on coaching while we handle the technical integrations. Together, we save businesses, protect jobs, and build a foundation for sustainable growth.
Bookkeepers
Bookkeepers provide the financial clarity businesses need, and ORCA extends that value by focusing on struggling companies and those aiming to grow. Partnering with us allows you to better assist at-risk businesses and help them stabilize through tools like PAM. Our binary tax strategy reduces liabilities and frees up cash flow for reinvestment, positioning businesses for growth.
Now, with the Optional Referral Alliance Toolbox, you’ll gain access to resources like new client lead generation, financial modeling, lending solutions, and business optimization strategies to elevate your practice. Together, we safeguard jobs, improve profitability, and secure the long-term stability of businesses.
Now, with the Optional Referral Alliance Toolbox, you’ll gain access to resources like new client lead generation, financial modeling, lending solutions, and business optimization strategies to elevate your practice. Together, we safeguard jobs, improve profitability, and secure the long-term stability of businesses.
Mortgage Brokers
Mortgage brokers help secure financing, but many businesses are at risk of failing without proper preparation. ORCA partners with you to identify at-risk companies and those ready to grow. Through PAM, we optimize financials, improve creditworthiness, and strengthen operational metrics, ensuring businesses are better positioned for loans. Our binary business tax strategies reduce tax liabilities, increasing cash flow for investments and expansion.
Next, with our Optional Referral Alliance Toolbox, you’ll also have access to new client lead generation, lending networks, financial modeling, and back-office support. Together, we enable businesses to secure financing, protect jobs, and achieve long-term success.
Next, with our Optional Referral Alliance Toolbox, you’ll also have access to new client lead generation, lending networks, financial modeling, and back-office support. Together, we enable businesses to secure financing, protect jobs, and achieve long-term success.
Business Brokers and Intermediaries
Business brokers are crucial in connecting buyers and sellers, but many businesses whether under performing or completely at risk could benefit from preparation before sale. ORCA helps you identify struggling companies and ready them for acquisition. Through PAM and our binary tax strategies, we increase profitability, streamline operations, and enhance valuations.
Now, as a partner, you’ll also have access to our Optional Referral Alliance Toolbox for back-office support, new client lead generation, financial modeling, and lending resources, and most importantly the 15 or so investor acquisition groups. Together, we ensure businesses are not only sellable but positioned for growth under new ownership.
Now, as a partner, you’ll also have access to our Optional Referral Alliance Toolbox for back-office support, new client lead generation, financial modeling, and lending resources, and most importantly the 15 or so investor acquisition groups. Together, we ensure businesses are not only sellable but positioned for growth under new ownership.
Business Finance Consultants
Business Finance and Loan Consultants work to improve clients' financial health, and ORCA takes that mission further by targeting at-risk businesses and those seeking funding, but were denied. PAM identifies inefficiencies and profit opportunities across 35 business points, while our binary tax strategies reduce liabilities and free up cash flow. We ensure clients will meet lender parameters for alliance partners to facilitate loans or lines of credit as the need arises and for the benefit of the mutual client.
The Optional Referral Alliance Toolbox: provides access to new client lead generation, lending networks, angel investors, and back-office support, enabling you to deliver comprehensive solutions. Together, we save businesses, protect jobs, and foster long-term growth.
The Optional Referral Alliance Toolbox: provides access to new client lead generation, lending networks, angel investors, and back-office support, enabling you to deliver comprehensive solutions. Together, we save businesses, protect jobs, and foster long-term growth.
Credit Restore Services
Credit restore services help businesses recover, and ORCA extends that mission to identifying at-risk businesses and stabilizing them for growth. PAM uncovers hidden profit opportunities and strengthens financial metrics, making companies more creditworthy and sustainable. Our binary business strategy reduces liabilities and increases cash flow, creating a foundation for reinvestment.
Next, with the Optional Referral Alliance Toolbox, you’ll have access to tools like new client lead generation, lending networks, financial modeling, and business optimization strategies, allowing you to offer comprehensive solutions. Together, we save businesses, protect jobs, and create pathways to lasting profitability.
Next, with the Optional Referral Alliance Toolbox, you’ll have access to tools like new client lead generation, lending networks, financial modeling, and business optimization strategies, allowing you to offer comprehensive solutions. Together, we save businesses, protect jobs, and create pathways to lasting profitability.
Tax Coaches and Enrolled IRS Agents
Tax professionals play a vital role in helping businesses navigate tax planning and strategy. Partnering with ORCA allows you to identify at-risk businesses and stabilize them with advanced strategies like PAM and binary tax modeling. These tools reduce liabilities, free up cash flow, and improve overall profitability to settle outstanding liabilities.
Next, with access to the Optional Referral Alliance Toolbox, you can offer clients new client lead generation, lending solutions, business optimization strategies, and support for financial growth. Together, we protect jobs, grow businesses, and ensure long-term financial success.
Next, with access to the Optional Referral Alliance Toolbox, you can offer clients new client lead generation, lending solutions, business optimization strategies, and support for financial growth. Together, we protect jobs, grow businesses, and ensure long-term financial success.
CPAs and Accountants
CPAs and accountants are trusted advisors, and ORCA enhances that role by focusing on at-risk businesses and those ready to expand. With PAM, we uncover hidden profit potential, streamline operations, and improve financial ratios. Our binary business strategy reduces tax and other liabilities and boosts cash flow, helping clients reinvest in growth.
Through the Optional Referral Alliance Toolbox, you’ll access new client lead generation, lending networks, financial modeling, and back-office support to expand your services. Together, we strengthen businesses, protect jobs, and secure lasting profitability.
Through the Optional Referral Alliance Toolbox, you’ll access new client lead generation, lending networks, financial modeling, and back-office support to expand your services. Together, we strengthen businesses, protect jobs, and secure lasting profitability.
Bankruptcy Attorneys
Bankruptcy attorneys often encounter businesses at their most vulnerable. Partnering with ORCA allows you to offer solutions that prevent closures. PAM identifies profit opportunities and loss areas, while our binary tax strategy reduces liabilities and creates pathways for recovery.
Next, with access to the Optional Referral Alliance Toolbox, you can provide clients with new client lead generation, financial modeling, lending solutions, and operational optimization to stabilize their businesses. Together, we help struggling companies recover, protect jobs, and secure a brighter future.
Next, with access to the Optional Referral Alliance Toolbox, you can provide clients with new client lead generation, financial modeling, lending solutions, and operational optimization to stabilize their businesses. Together, we help struggling companies recover, protect jobs, and secure a brighter future.
Tax Attorneys
Tax attorneys guide businesses through complex financial landscapes. ORCA complements your expertise by focusing on at-risk businesses and those aiming for growth. Our binary tax strategy reduces liabilities, defers taxes, and creates cash flow for reinvestment. PAM identifies inefficiencies and opportunities for profit acceleration to settle liabilities.
Finally, through the Optional Referral Alliance Toolbox, you can access new client lead generation, financial modeling, lending networks, and business optimization strategies, providing your clients with a competitive edge. Together, we build profitable, resilient businesses that sustains jobs and drive economic stability.
Finally, through the Optional Referral Alliance Toolbox, you can access new client lead generation, financial modeling, lending networks, and business optimization strategies, providing your clients with a competitive edge. Together, we build profitable, resilient businesses that sustains jobs and drive economic stability.
Commercial Real Estate Brokers
Commercial real estate professionals drive economic growth by connecting businesses clients with physical assets. ORCA supports your work by stabilizing at-risk clients, tenants and preparing businesses for expansion. PAM optimizes financials, reduces costs, and identifies profit opportunities, while our binary tax strategies increase cash flow.
Next, with the Optional Referral Alliance Toolbox, you’ll have access to tools like new client lead generation, lending networks, investment capital, financial modeling, and business optimization strategies, allowing you to offer comprehensive solutions. Together, we save businesses, protect jobs, and create pathways to lasting profitability.
Next, with the Optional Referral Alliance Toolbox, you’ll have access to tools like new client lead generation, lending networks, investment capital, financial modeling, and business optimization strategies, allowing you to offer comprehensive solutions. Together, we save businesses, protect jobs, and create pathways to lasting profitability.
LegalShield Representatives
LegalShield Representatives provide businesses and individuals with access to vital legal resources, and ORCA enhances this mission by stabilizing at-risk businesses and positioning them for sustainable growth. Partnering with ORCA allows you to identify struggling companies and offer them comprehensive solutions like new client lead generation, Profit Acceleration Modeling (PAM), which leverages 500 million AI-powered algorithms to optimize operations, reduce costs, and drive profitability.
Our binary tax strategies further reduce liabilities and increase cash flow, creating a strong foundation for reinvestment and growth. With the Optional Referral Alliance Toolbox, you’ll gain access to resources like financial modeling, lending networks, and back-office support, enabling you to expand your services and provide holistic solutions.
Together, we empower businesses, protect jobs, and foster lasting success while enhancing the value of your LegalShield offerings.
Our binary tax strategies further reduce liabilities and increase cash flow, creating a strong foundation for reinvestment and growth. With the Optional Referral Alliance Toolbox, you’ll gain access to resources like financial modeling, lending networks, and back-office support, enabling you to expand your services and provide holistic solutions.
Together, we empower businesses, protect jobs, and foster lasting success while enhancing the value of your LegalShield offerings.
Investment Groups and Lenders
Investment groups and lenders succeed by spotting solid businesses to fund or acquire, but some of these businesses can turn risky or start to struggle. That’s where ORCA steps in. We team up with you to turn things around using PAM to boost financial health and profits. Our smart binary tax strategy ramps up cash flow, making these businesses prime targets for investors again. It’s a win-win—no lost investments, and you keep the now-thriving business along with the jobs it creates. What a game-changer!