For advisory, CPA & agency firms · license the engine

Give your firm an athlete practice — without building the engine.

The banks and boutiques racing into athlete wealth all deliver the same analysis by hand: multi-state jock tax, entity structuring, and the international/visa complexity most firms turn away. SidelineWealth is the decision-and-defensibility engine that sits underneath your practice — computed against current law and delivered under your brand. Your firm keeps the relationship and the fee. You just stop rebuilding the math.

0
engineers you hire — the tax library, multi-state allocator, and international module are maintained for you
~60
countries of treaty coverage plus F-1/J-1 authorization checks — the international practice your competitors turn away
1
brand on every illustration, packet, and cockpit: yours, not ours

Your firm's athlete Center of Excellence — without building one

The biggest names in the space stood up dedicated athlete units to answer four questions: what will this athlete keep, across which states, under which structure, and — for a foreign athlete — is the deal even legal? Building that in-house takes a tax library, a multi-state allocator, an international module, and a team to keep all of it current as the law moves weekly. Licensing the engine gives your firm the same capability on day one — branded as yours, maintained by us. You look like the biggest agency in the room without becoming a software company or a tax firm.

Who licenses it

Wealth advisory firms & RIAs

Stand up an athlete practice — or scale the one you're running by hand — with a live, branded illustration that wins the recruit and a plan that stays current as the law moves. Capture the relationship early: start while the athlete is still in college, before anyone else is in the room.

CPA & accounting firms

Deliver multi-state, entity, and revenue-share planning at software speed instead of partner hours, with a documented, defensible position for every athlete you sign. Audit-ready output your firm can put its name on.

Sports agencies

Show every recruit their real after-tax value and confidently represent the international athletes most agents pass on — a recruiting weapon and a retention tool, under your agency's brand.

Family offices & multi-athlete practices

One engine across a whole book: roster-wide triage, affected-athlete rule mapping, and branded deliverables — built for a book, not a single return.

What you're licensing

The deterministic engine

Every figure computed against a maintained library of current federal and state law — reproducible, sourced, audit-ready. The math you'd otherwise rebuild per athlete, done in minutes and safe to brand as your own.

The international / visa module

The hardest and most defensible piece: F-1/J-1 work-authorization go/no-go, ~60-country treaty table, ITIN/W-8BEN/Form 8843/1042-S, per-activity sourcing. The single clearest reason a firm switches — and a client segment nobody else serves.

Multi-state jock-tax allocation

Duty-day allocation across every state an athlete earns in — road games, camps, appearances — with the S-Corp, QBI, PTET, and quarterly picture that follows.

Always-current law monitoring

When an approved rule, rate, or treaty change lands, every athlete's plan recomputes and the system flags exactly who's affected. Your firm's posture is never a stale spreadsheet.

Branded, print-ready deliverables

Illustrations, offer comparisons, and compliance packets leave the building under your firm's identity — a professional leave-behind built to hand to the athlete's CPA or attorney.

Lead capture & the viral loop

Every shared illustration carries your brand and a "run your own" path back to you — the acquisition infrastructure a growing athlete practice depends on.

How licensing works

1
Scope a pilot
Tell us your firm and roughly how many athletes you serve. We scope a pilot — often a single team or book.
2
Stand up your brand
We configure your branded (or fully white-labeled) workspace and onboard the advisors, CPAs, or agents who serve your athletes.
3
Deliver at firm scale
Your team generates law-current, individualized illustrations and packets — no per-athlete rebuild — all under your name.
4
Stay ahead of the law
Rule changes recompute every plan and flag affected athletes, so your whole book stays defensible without manual review.
The moat you can't build fast

The international practice nobody else can offer — offered as yours.

Foreign athletes are a large, growing, and almost entirely unserved segment. The engine answers the question that precedes tax — is this NIL activity even authorized under the athlete's visa? — then handles treaties, nonresident withholding, and the full foreign filing stack. It's the single hardest capability to replicate, and the clearest reason an athlete picks your firm over the one that turned them away.

Visa go / no-go authorization~60-country treaty tableITIN · W-8BEN · 1042-S

Licensing models

Pricing scales with the size of your practice and how deeply the engine is embedded — from a co-branded pilot on a single book to a fully white-labeled deployment across your firm. Every engagement includes hands-on onboarding and a dedicated success manager. Tell us your firm below and we'll scope it with you, usually within one business day.

Co-brand
The engine with a light “powered by” credit — fastest way to add the capability to your practice.
White-label
Your logo and identity on every illustration, packet, and cockpit. Athletes see your firm, not ours.
Enterprise & API
Deep embed across a large firm, with a dedicated success manager. Multi-seat, SSO, and API access on the roadmap.

Licensing & white-label questions

Do we resell SidelineWealth, or does it disappear behind our brand?

Both models exist. White-label puts your firm's logo and identity on every illustration, packet, and the cockpit — your athletes never see our name. Co-brand keeps a light "powered by" credit. You choose per engagement.

We already have CPAs and advisors. Why license a tool?

Because they're delivering multi-state jock tax, entity structuring, reasonable-comp, and — the hard part — international/visa analysis by hand, per athlete. The engine does in minutes what a partner does in hours, computed against current law and documented for defensibility. You keep the relationship and the fee; you just stop rebuilding the math.

What makes this defensible enough for our firm to put its name on?

Every figure is computed by a deterministic engine from a maintained library of current federal and state law — not estimated or generated by a chatbot — so the output is reproducible, sourced, and audit-ready. That's the standard a licensed professional can stand behind, which is exactly why it's safe to brand as your own.

Can we serve international athletes we currently turn away?

Yes — that's the piece nobody else has. F-1/J-1 work-authorization go/no-go checks, treaties across ~60 countries, ITIN/W-8BEN/1042-S, and per-activity sourcing. Signing the foreign athletes your competitors pass on is often the clearest reason a firm licenses the engine.

How do we start?

Tell us your firm and roughly how many athletes you serve. We scope a pilot — usually a single team or book — stand up your branded workspace, and expand from there. Enterprise licensing includes a dedicated success manager; self-serve multi-seat, SSO, and API access are on the roadmap.

Talk to us about licensing
No commitment — a quick scope of your firm and what a co-brand or white-label deployment would look like.