Join Mahdlo

Your practice, with a firm behind it

You bring the judgment and the relationships. We bring the contracts, the tools, the training and the back office, so your practice runs like a firm from day one.

60–95%of every dollar you deliver is yours, by who sourced and who closed the work
10 daysfrom the client paying to you being paid, with no invoicing on your side
1099you own your practice and your relationships
What Mahdlo gives you

Three things you cannot build alone

  1. 01A team

    So you never have to say no to a deal

    CMOs and CROs who go to market together. When a client needs the other half of the number, or more than one person can carry, the team takes it on with you.

  2. 02Your practice

    Built with you, not handed to you

    We help you shape your practice inside the firm’s four: the methods, frameworks and diagnostics you sell and deliver, improved by every advisor who uses them.

  3. 03The platform

    So you excel at your practice

    The tools, the paper and the back office, from the first call to the board update, so your time goes to clients rather than to infrastructure.

The case for a firm

Before an independent advisor bills a client, someone has to stand up the CRM, the data, the paper, the content and the reporting, and then pay to run it every month. Watch it add up.

You start with clients, not infrastructure. The firm already paid for the rest.

Start the conversation
What the firm carries

Everything around the work, so you can do the work

Paper

The client contracts with us

Mahdlo, LLC signs the client. You do not draft MSAs, argue payment terms or carry the contractual risk of the engagement.

Money

Billed in advance, paid in ten days

Clients are billed in advance and you are paid within ten business days of the client paying. You never invoice or chase anyone.

Toolkit

From first call to board update

Prospecting, proposals, plans, meeting records, account health and the executive update, finished and on brand in an afternoon.

Academy

Nobody starts cold

Four modules, twenty lessons and a certification exam with a 90% pass mark, before your first client. Certification is recorded by the firm.

Practices

Four practices to sell and deliver

Strategic Alignment, Revenue Velocity, Customer Technologies and Organizational Agility, each with its frameworks and diagnostics.

Back office

Handled

CRM and prospecting email, invoicing, collections and distributions, proposal support and filing, so your week goes to clients.

The economics

We earn a disclosed share, not your margin

Most firms earn on the spread between what the client is billed and what you are paid, and you rarely see the real number. Every split here is calculated on top-line revenue, the number the client actually pays, before Mahdlo takes anything.

Before you apply

What we will not promise

Most firms in this category lead with what they will hand you. We would rather you hear the constraints first, because they are the part people find out later and resent.

We don’t hand you a pipeline

You prospect your own network, and that is the trait that decides who succeeds here. When the firm does source a lead, the split reflects it.

You are 1099, not W-2

An independent contractor who owns the practice and the relationships. You pay your own taxes, and there are no benefits, insurance or pension.

It is a ramp, not a switch

Most advisors bill nothing for the first couple of months. Come with runway for six, and a list of people who already trust your work.

It isn’t free to join

There is a one-time onboarding fee and a flat monthly platform fee. Both are in writing on the first call, before you are asked to decide anything.

Where we sit

Five ways to do this. They are not the same job.

Each model makes money differently, and that decides what your life looks like inside it. Judge them on their economics, not their marketing.

ModelHow the firm earnsWhat that means for you
Executive benchUtilization across a large benchYou are a resource to be allocated. Income depends on their pipeline and how they assign it.
Full C-suite firmA retainer per roleMarketing and revenue are separate practices with separate contracts. You own half of the number.
Talent marketplaceMatch volume, on the spreadYou are a listing: no ownership of the outcome, no training, no back office, no view of what the client paid.
FranchiseAn upfront fee, a royalty and a monthly feeYou buy the brand and the method, then generate all of your own work and pay for it every month.
Principal-led firmWhere Mahdlo sitsA disclosed share of top-line revenueYou own the relationship and the outcome. One principal owns marketing and revenue. The ceiling is your own capacity.
Who this fits

Operators who have carried a number

This works for executives who want to keep doing the work and sell it themselves, not for people looking to be placed.

You will do well here if

  • You have held a VP title or above at a Fortune 500 company, or a C-level title at any company
  • You want to work as a 1099 and go to market as one team, under one name
  • You want to sell and deliver, not build a back office
  • You will prospect your own network, starting in week one
  • You have the runway for a six-month ramp
  • You will pay a flat monthly fee for the platform that carries you
  • This is your main work, not something between full-time roles

It is not a fit for

  • Career consultants
  • Agency backgrounds
  • Anyone wanting a side brand
  • Anyone waiting for leads
How joining works

Five steps, and you see the numbers first

  1. Four questionsTeam, seniority, the platform fee and whether this is your main work. Four yeses open the form.
  2. Apply and book a callA short form to see whether this is the right fit, then a thirty-minute call.
  3. A fit callThe work, the ramp and the money, scored the same way for everyone.
  4. A 90-day planYour first quarter, built from your own network.
  5. References, then the AcademyCertification comes before your first client.
Tell us what you have run

Start with the numbers you carried

A short form to see whether this might be the right fit. The reply is a conversation, not a pitch.

Four questions first

01Will you go to market as part of the Mahdlo team, as a 1099 advisor, with no brand of your own alongside it?
02Have you held a VP title or above at a Fortune 500 company, or a C-level title at any company?
03Are you willing to pay an onboarding fee and a flat monthly fee to be on the platform?
04Is fractional advisory your main work, rather than something to do between full-time roles?