For advisors, agencies & firms

What SidelineWealth is worth to your practice.

Win athletes with a live, branded tax illustration — then keep them with a plan that stays current as the law moves. Model the ROI for your firm below, and pick the tier that fits your roster.

What it's worth to your firm

Two numbers from one engine: the client tax savings you can demonstrate, and the revenue your firm earns advising on it — at your own fee. No invented multipliers.

Athletes you advise50
Average NIL income / athlete$300,000
How your firm charges
Annual fee per athlete$4,500
Client savings assume service income with a defensible ~40% salary. Royalty-heavy books save less; high earners and multi-state books save more. Your fee is yours — set it to match how your firm charges.

Client tax savings you'll demonstrate

$497,250
≈ $9,945 per athlete, every year
Your firm's annual revenue
≈ $4,500 per athlete$225,000
Platform cost · Agency$24,000
Net after platform cost$201,000
Your plan: Agency
$24,000/yr
Return on platform spend
The platform costs 5% of the client savings you create.
Every plan includes
  • White-label — your firm's brand on every athlete illustration
  • Full engine: S-Corp vs. baseline, QBI, all 50 states & multi-state allocation
  • "Win a prospect" live demo + branded PDF reports
  • Rules-change feed — every update human-reviewed before it's live
For the advisors, agencies & firms who serve athletes
With 50 athletes, the Agency plan is your fit — drag “Number of athletes” above to compare.
Advisor
$3,600/yr
Solo agents & independent advisors
Team
$9,600/yr
Small firms & partnerships — a few advisors sharing a roster
Your fit
Agency
$24,000/yr
Agencies, collectives, mid-size CPA & wealth firms
Enterprise
~$100,000/yr
Large national firms · unlimited athletes, SSO, API, CSM