Tier 09 · The License

Own the stack. Deploy it. License it.

Full rights to the AI Operator curriculum, agents, orchestration playbooks, and brand — deployable across a multi-office firm or licensable externally under your shingle. The top rung of the ladder.

Request an intake call See license tiers
3 Years
Default term
Level 8
Self-governing operator
Full Stack
Curriculum · agents · brand
From $33K
Annual, scaled by scope
Tier 09 · The License · Starting at
from$33,000
annual · 3-year term · scoped at intake
Curriculum
Workshop → Performance, full rights
Agents
All 6 service-line stacks
Orchestration
OS blueprint + routing code
Brand
White-label or co-brand
Train-the-trainer
2-week intensive
Support
Quarterly review, chair channel
Request intake call
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Prerequisite: Forum member (Level 7) or equivalent

The License is for firm operators who've already run the OS, moved the scoreboards, and sat in the Forum long enough to know where the frame holds and where it bends. Direct entry is possible but requires deep intake.

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Climb credit — pay only the difference.

Every dollar you've spent on a lower rung applies toward the License. Agents Only, Workshop, Agent Builder Sprint, System Bootcamp, Performance Bootcamp, Forum — they all credit. Example: a buyer who came through Agents Only ($500) and the Workshop ($799) pays $31,701 to land the License. The further you've climbed, the smaller the final lift. Climb the ladder; nothing's wasted.

Two use cases. One license.

License holders either deploy the stack internally at scale — across every office of a multi-office firm — or license it externally under their own shingle to peer firms or clients. Most do both.

Use case 01 · Internal deployment

Roll the OS across every office.

Multi-office firms hit a coordination problem past ~30 people: one office runs the OS at Level 6, others stay at Level 4. The License resolves that — train-the-trainer rights, localization rights, and the governance structure to keep all offices on the same version.

What you get

  • Unlimited internal seats — every partner, staff, ops lead
  • Train-the-trainer rights for your internal L&D
  • Localization rights (state tax, industry verticals, client types)
  • Quarterly governance review with the program chair
Use case 02 · External licensing

License the stack under your shingle.

Some firms want to turn the operating capability into a second revenue line — running cohorts for peer firms, offering CAS-readiness engagements, or packaging the OS for clients that are themselves small business operators. The License permits both.

What you get

  • White-label or co-branded rights (your firm's mark on the program)
  • Cohort delivery rights — Workshop through Performance
  • Revenue share terms defined at intake, not afterward
  • Protected territory — no competing licensees in your primary market

What's included in the License.

A complete, running program — not a slide deck. Every asset used in the lower tiers transfers to the licensee under the License terms.

Asset
What it is
Included
CurriculumWorkshop → Performance
Full teaching materials for every tier — Workshop, Sprint, System, Performance. Slides, scripts, facilitator notes, exercises, forms.
AgentsAll 6 service-line stacks
Bookkeeping, tax, payroll, year-end, audit, advisory — every agent spec, every prompt, every tool wiring.
OS blueprintOrchestration layer
Routing architecture, shared client-memory schema, review-gate pattern library, partner dashboard reference build.
Scoreboard9-metric spec
The Revenue / Execution / Risk scoreboard — baseline-setting worksheets, tuning playbooks, week-by-week moves per metric.
BrandWhite-label or co-brand
Design system, typography, logo pair options. Licensee chooses full white-label, co-brand ("Powered by"), or sub-brand attribution.
TrainingTrain-the-trainer intensive
Two-week live training for the licensee's lead facilitator(s). Taught by the program chair. Certifies internal delivery capability.
GovernanceQuarterly review
Quarterly call with the program chair — scope, fidelity check, version updates, cohort outcomes review.
CommunityLicensee chair channel
Private channel for active licensees only. Version updates, field notes, cross-licensee playbook exchange.

Three license tiers.

Pricing scales with scope — headcount under deployment, territory, and whether the license is internal-only or includes external delivery rights. Final terms get scoped at intake; the floors below are indicative.

Tier A · Internal

Single-firm internal

from$33K
per year · 3-year term
  • Unlimited internal seats at one firm
  • Train-the-trainer (2 facilitators)
  • Co-branded option only
  • No external delivery rights
  • Quarterly governance review
Inquire
Tier C · Network

Network / association

from$150K
per year · 3-year term
  • For associations, networks, or platforms
  • Member-firm delivery rights
  • Dedicated program chair liaison
  • Custom localization per member
  • Protected network territory
  • Monthly governance cadence
Inquire

The governance that protects the license.

Licensing the brand and curriculum only works if every licensee maintains the bar. Four governance rails keep the program a program — not a dilution.

Fidelity review

Every quarter, the chair reviews licensee-run cohort outcomes against the 9-metric scoreboard. Licensees whose cohorts don't move the scoreboard on average get a remediation window before renewal.

Version control

All licensees run the same version of the curriculum. Updates ship on a published cadence. Licensees may localize (state tax, vertical specifics) but may not fork the core.

Territory protection

External delivery rights come with a defined primary territory. No two licensees compete for the same cohort in the same market. Disputes go to the program chair for binding resolution.

Ethics & confidentiality

Licensees are bound by the same confidentiality frame as the Forum — client data never leaves licensee tenancy, cohort numbers stay in-room, playbooks shared under license only. First breach, license revoked.

The 90-day onramp.

From signed agreement to first licensee-run cohort. Nothing ships until the licensee is actually ready to run it at fidelity.

Weeks 1–2Scope

Intake, scoping, agreement

Deep intake with the licensee's partners and ops lead. Scope the deployment — tier, territory, brand, train-the-trainer team. Paper the agreement. No dollars move until scope is final.

Weeks 3–4Transfer

Asset transfer & environment setup

Curriculum, agents, OS blueprint, brand assets all transfer to the licensee's controlled environment. Legal and technical handoff complete before training starts.

Weeks 5–6Train

Train-the-trainer intensive

Two weeks, the licensee's lead facilitators co-teach each tier with the program chair. Every tier gets taught at least once before they're cleared to deliver solo.

Weeks 7–10Shadow

Shadowed pilot cohort

Licensee runs their first cohort — Workshop and Sprint at minimum — with the program chair observing and coaching. Fidelity review happens at the end of week 10.

Weeks 11–13Certify

Fidelity certification & go-live

If the pilot cohort moved the scoreboard, licensee is cleared for independent delivery. Cadence shifts to quarterly governance reviews. The licensee runs.

Request an intake call.

Licenses are scoped, not bought off the shelf. The intake call is 60 minutes with the program chair — no cost, no commitment, no follow-up pressure.

60 minutes with the program chair. No dollars discussed until scope is understood.

FAQ

Do prior tier purchases credit toward the License?
Yes — every dollar you've spent on a lower rung applies. Agents Only ($500), AI for Accounting Workshop ($799), Agent Builder Sprint ($899), System Bootcamp ($2,999), Performance Bootcamp ($4,999), Forum ($8,999) — all credit toward the $33,000 License. A buyer who climbed through Performance Bootcamp has invested $10,196 across the ladder and pays $22,804 to land the License. The further up you've climbed, the smaller the final lift. Multi-year Forum members net additional credit applied at intake.
Why is this structured as a license and not a franchise?
A franchise ties operational control to the licensor. A license transfers the capability to the licensee and holds them to a fidelity bar. Firms don't want to be franchisees — they want to run their own shingle. The License respects that.
Can we just buy the curriculum without the train-the-trainer?
No. Curriculum without facilitation gets misused inside three cohorts — the scoreboard doesn't move, the brand dilutes, everyone loses. Train-the-trainer is the protection rail, not an upsell.
What happens if we don't pass fidelity certification?
The onramp extends by one quarter. Program chair coaches the facilitators through a second shadowed cohort. If fidelity still doesn't hold, the license is unwound with a pro-rated refund — no hard feelings.
Is the revenue share on external delivery big?
It's structured as a royalty on cohort revenue, stepped down as licensee volume grows. The economics are designed so licensees net 70%+ at scale — the goal is their success, not the royalty.
What if we want to localize (e.g., state-specific tax rules, audit focus)?
Encouraged. Localization is a licensee right under every tier — as long as the core scoreboard and curriculum spine stay intact. Your localization rides on top, it doesn't replace.
Can we license jointly with another firm?
Yes, under Tier B or C. Two-firm joint licenses get a single territory and a single governance relationship — typically used by firms already in a formal network or M&A posture.
How long is the term?
3 years default, with annual review. Renewal requires passing the quarterly fidelity checks. Either side may non-renew at term end with 90 days' notice.
What if our firm is sold or merges mid-term?
The license is assignable to the acquiring entity subject to the program chair's approval — the acquirer must meet the same prerequisites. If they don't, the license unwinds with a pro-rated refund.

The ladder ends here. Own the stack.

If your firm has climbed from Workshop to Forum, the question stops being "how do we run AI?" and becomes "how do we give this to every office, every partner, every peer firm we respect?" The License is the answer.

Request an intake call