You did not leave a firm to become five departments. CoHeld builds and runs the firm behind your practice, so you can work on your business, not in it.
Now accepting 3 partner applications, |By invitation only
Stay on your own, and you carry everything. Join a firm, and you give up your independence. Sell, and you find there’s little to sell without you. CoHeld is built so you don’t have to choose.
You lead your practice. CoHeld runs the machine.
Sam · Founder
Your operatorCan we send the Hartwell invoice today?
It went out just after 2. Their client portal is set up too.
Your operator learns your clients, how you like to work, and your numbers, then runs the company alongside you.
AI is here to stay, the good and the bad. So we're committed to using it ethically and responsibly.
One login for your money, people, clients, and work. We buy, set up, and connect the leading tools for you. You keep your custom domain and choose between Google or Microsoft.
KarinaYour operatorYour books, payroll, pipeline, and to-dos.
Your operator handles the rest.
Don’t see a tool you need? Just tell us, and we can add it.
What came in, what’s due, and what we’re preparing.
We prepare the invoice. You decide when it goes.Sent. We’ll take it from here.
Payroll, benefits, and paperwork.
We track the paperwork and keep you posted.
Your pipeline, contracts, and calendar in one view.
Email, files, meetings, and AI, set up and ready.
Runs on
You pick: Google or Microsoft. Keep your custom domain name.
Protection that runs quietly in the background.
Runs on
Click around. It’s a sample, so nothing is saved.
Share opportunities to team up and cross-sell. Earn passive income on referrals. Pursue bigger, better opportunities.
Sample bidDue September 12
Five-year strategy
$240,000
Sample bidDue September 26
Operating model redesign
$680,000
Sample bidDue October 9
Program evaluation
$1.6 million
You pick what to chase. Your clients and data always stay yours.
Every year, five points of CoHeld will be distributed to founders. A point is 1% of the company. Join early, and you have more years to build equity. Grants are based on the earnings you convert to shares, and they don’t dilute anyone’s share. If the company sells before all the points are distributed, your share scales up in proportion. We all do better when we all do better. Bigger pie, higher multiples.
On top of your annual earning potential, 12 months after go-live (one-year cliff).
Your total points depend on what you and the other founders convert to equity each year.
Pull back over time, knowing your share will stay yours after you retire.
When you sell your practice, CoHeld founders can get first look. Or sell externally.
Hand clients to another founder, and you’re paid a commission.
Was $5,000now $2,500Holds your place while we blueprint your business for 30 days, then your monthly fee
Was $5,000now $0Next two seats onlyTransition to operating partner
Not a fit? Leave after Phase I, no hard feelings.
A practice with one owner, two subcontractors, and $750,000 in revenue, at market prices.
On your own, you’d also hire and manage six vendors. Your time is the one thing you can’t get more of.
| What you’d need | On your own | |
|---|---|---|
| A part-time COO, about a day a week | $6,000 | Included |
| Bookkeeping and monthly close | $400 | Included |
| Software, CRM, and security | $1,500 | Included |
| Legal counsel, 2 hours | $770 | Included |
| Front office help, 10 hours | $450 | Included |
| Peer mastermind / business development group | $1,375 | Included |
| Each month | $10,495 | $5,000 |
You are responsible for your team’s pay, health benefits and retirement, and insurance premiums either way.
Your monthly base fee follows your revenue over the last 12 months. At $5,000 a month, just one or two extra engagements a year more than cover the fee.
$5,000a month
with 10 units of help each month, included
$7,500a month
with 15 units of help each month, included
$10,000a month
with 20 units of help each month, included
Founding seats: price locked for two years, guaranteed
After that, any increase is tied to inflation.
A unit is one hour of support work. Unused units roll over, so you pay only for what you use.
| Support work, like scheduling and paperwork | 1 unit an hour |
| Operations leadership, like your chief of staff | 1.5 units an hour |
| Subject experts, like finance and marketing | 2 units an hour |
| Senior specialized, like complex legal or tax | 3 units an hour |
$650for a block of 10 units
Each one is written into your Agreement.
Each phase goes live within 30 days of the date we agree.
Payroll is right. Books closed by the 10th business day. 24-hour response time.
Your clients, brand, and the IP you bring always stay yours. No long-term contracts.
If we miss a target, your monthly fee is waived until it’s fixed.
CoHeld grew out of years building seven-figure consultancies that still depended on one person. That left little to value or sell. We want to change that.
Founder and CEO of Arden Clark. Built two seven-figure consultancies. One exit previous to consulting. Chicago Booth MBA.
Former chief risk officer of Bremer Bank, a $17 billion institution. Founder of Belvedere Risk Management.
People strategy leader at Google and chief of staff at Meta. Built and scaled a 14,000-person organization.
Twenty-five years across Chicago’s public and corporate sectors, eight in city government. Founder of The Golden Connect.
Chief of staff and lead integrator. Former presidential campaign manager. Builder of teams, operating systems, and high-performance culture.
Licensed business broker and master connector. Values and sells companies from $1 million to $70 million.
The ideal profile of a CoHeld partner is an independent consultant with 15+ years of career experience, 3+ years on their own, and $500,000 or more in revenue. Exceptions may apply.
Getting started is easy. We blueprint your business. Then, for six months, your operator works with you, and we run your books, invoicing, reporting, and pipeline on CoHeld HQ. Your practice stays in your own company. Then you choose Phase II, or leave with your data, no hard feelings.
Yes. You lead your practice under your own brand. You choose your clients and set your prices.
Ask us anything else on your fit call.
Getting started is easy. For six months, your operator works with you, and we run your books, invoicing, reporting, and pipeline on CoHeld HQ. You join the Founders Growth Circle and get access to our Deal and Opportunity Desk. Your practice stays in your own company, on your own client contracts, and you can use our templates.
Phase I costs $2,500 instead of $5,000. It holds your place while we blueprint your business for 30 days, then your monthly fee. If it’s not a fit, leave after Phase I, no hard feelings.
For the next two seats, Phase II costs $0 instead of $5,000, and you become an operating partner. We move payroll, benefits, insurance, and contracts over 60 to 90 days. You receive your initial equity grant and start your ownership clock. New client work goes on CoHeld paper, and your practice runs as its own division. You continue operating with your same name, brand, delivery, and control.
During Phase I, we work for your company under a simple Phase I agreement. Your Founder Agreement replaces it in Phase II.
By your revenue over the last 12 months: $5,000 a month up to $999,999, $7,500 from $1 million, and $10,000 from $2 million. We check it once a year.
A unit is one hour of support work, like scheduling or paperwork. Operations work uses 1.5 units an hour, subject experts 2, and senior specialized work 3. Your plan includes 10 to 20 units a month, and extra units come in blocks of 10 for $650.
Yes. Founding seats keep their price for two years, guaranteed. After that, any increase is tied to inflation.
Your team’s pay, health benefits and retirement, and insurance premiums, plus outside specialists like a tax preparer. We set them up and run them for you.
The ideal profile of a CoHeld partner is an independent consultant with 15+ years of career experience, 3+ years on their own, and $500,000 or more in revenue. Exceptions may apply.
Yes. You lead your practice under your own brand. You choose your clients and set your prices.
A dedicated operations lead who learns your business (think COO or chief of staff). They check in with you every week and are your first call for anything.
Like your name is on it, with a human in the loop. Your operator reviews AI drafts before they reach you or a client.
You and your team get Claude and ChatGPT Enterprise. We set them up with your own templates and past work, so drafts sound like you. Your client files stay yours. They are not used to train AI models.
We don’t promise leads. We promise who you’ll work with. The Deal Desk and the Founders Growth Circle help you find, price, and win bigger work together.
Yes. You can be paid on W-2 with withholding, or stay 1099.
Every year, five points of CoHeld will be distributed to founders, shared by the earnings each one converts to equity. A point is 1% of the company. If the company sells before all the points are distributed, your share scales up in proportion.
10% of the company is set aside for the people who started CoHeld, and 10% for key administrative and corporate hires.
The next seat gets 2 extra points, and seats 2 to 4 get 1, released 12 months after go-live (a one-year cliff). The grant sits on top of the points you earn.
Your share stays yours after you retire. When you sell your practice, the other founders get first look. Hand clients to another founder, and you’re paid a commission. Or spin off and sell to an external buyer.
Not yet. Ownership terms are subject to counsel and tax review.
We’ll review your request and talk about fit before inviting you to apply. The first call is about your practice. We’ll ask before we pitch anything.
No obligation or commitment.
Your invitation request is saved for the CoHeld team to review. We’ll contact you if a conversation makes sense.
Your reference:
Requesting an invitation doesn’t reserve a start window or commit you to joining.
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