Partners · Accounting and law firms

Successful businesses
see beyond the present.

The TRIAD Brazil partnership drives your firm's strategy into the future. Audit, advisory, tax, international tax, corporate BPO and technology — the platform's six units, delivered under your brand, for every client in your portfolio. You keep the relationship. TRIAD delivers the structure. Together, a new ceiling for growth.

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The operating flow

From opportunity
to result. In 4 steps.

The same circuit, every project: you keep the relationship and the brand; TRIAD steps in as the technical delivery structure.

STEP 01

Identification

You identify the opportunity in your portfolio — audit, M&A deal arises, tax reform, ERP-based BPO. If you prefer, TRIAD's portfolio diagnostic helps map it.

STEP 02

Joint diagnosis

A specialist TRIAD partner assesses the opportunity with you at no cost — scope, feasibility and fee potential defined together.

STEP 03

Proposal under your brand

The proposal is co-built and presented by you to the client, with our materials, playbook and, if you wish, a specialist in the meeting.

STEP 04

Delivery and result

The TRIAD team delivers under your brand, you follow the progress — and receive your share under the Partnership Agreement.

The practical effect

Before and after
certification.

What changes in the firm's daily routine when TRIAD's structure stands behind your brand.

Before — firm on its own
Client asks for an audit → the project goes to an outside firm, along with the relationship.
Client grows and migrates to SAP or Totvs → the firm stays on entry-level software and loses the client.
The Tax Reform arrives → generic answers, relevance fading with every question.
Revenue capped at the monthly fee → growth depends on the volume of new clients.
After — TRIAD Certified Partner
The audit is sold under your brand and delivered by TRIAD — the client and the credit remain yours.
TRIAD's corporate BPO operates inside the client's ERP — those who grow stay with you.
Specialist tax reform diagnostics for your portfolio — you lead the conversation everyone fears.
Monthly fee + a share in every originated project — the same portfolio, a new revenue ceiling.
TRIAD◆ Certified Partner ◆
The seal

Clear rules.
Protected brand.

Your brand, always in front. The client relationship is yours — TRIAD acts as the technical structure, at whatever level of co-presentation you define.

Portfolio protected by contract. The Partnership Agreement establishes portfolio protection and exclusivity rules by location and service line.

Formalized revenue share. Compensation per originated project, with rules and timelines set out in the Agreement — the terms of each tier are presented at the qualification stage.

Onboarding process

A qualified network.
Not an open program.

The program has value because partners are selected. The final decision is always mutual — partnerships without conviction on both sides are not formalized. Estimated time: 3 to 6 weeks.

STAGE 01

Pre-qualification

Completion of the full checklist. Review by the TRIAD team within 5 business days. Size criterion: annual revenue above BRL 2 million.

STAGE 02

Interview

A business conversation between the firm's partners and TRIAD's lead partners. Mutual assessment of culture and ambition.

STAGE 03

On-site visit

TRIAD's lead partners visit the firm — structure, team and culture assessed on site. No other program does this.

STAGE 04

Partnership Agreement

Formalization of the tier, participation rules, portfolio protection and activation in the Certified Partners directory.

Direct questions, direct answers

What every partner
asks before joining.

Yes. The Partnership Agreement defines protection by location and by service line, so the network grows without cannibalizing the partners who build it.
The relationship and the brand up front are always yours. TRIAD acts as the technical structure, at whatever level of co-presentation you define — from fully behind the scenes to joint presentation as a certified network.
No. Portfolio protection is a contractual clause of the Partnership Agreement: clients originated by you remain yours, in any scenario.
Compensation is per originated project, with rules and timelines formalized in the Agreement. Revenue-share ranges vary by tier (Affiliate, Strategic and Elite) and are presented in detail at the qualification stage.
No. You open the door — TRIAD provides the playbook, the sales materials and, when it makes sense, a specialist partner in the meeting with your client.
No — the program covers what the firm does not deliver today: audit, M&A deal arises, strategic tax, international tax and ERP-based corporate BPO. Recurring accounting and routine legal work remain entirely yours.
From pre-qualification to activation: 3 to 6 weeks, depending on scheduling of the on-site visit. After signing the Agreement, onboarding and the first portfolio diagnostics begin immediately.
The next step

Understood how it works?
Now see what it's worth.

Calculate your portfolio's potential and start pre-qualification — the selection process is open.

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