We work alongside CPAs, attorneys, accountants, insurance brokers and financial advisors — handling what sits outside your scope, while you keep the client and the relationship.
Most of what we do sits beside a practice rather than inside it: strategies, tools and provider relationships that fall outside what you were engaged to provide. Bring us in and we work as part of your team. Your client stays your client, and you stay in the room.
Where the profession and the engagement allow it, we share revenue with the partner who brought us in. Where they do not, we will say so plainly and there is no expectation either way. In every case your client keeps more of what they earn, and you are the one who brought it to them.
Tell us what your practice covers and we will tell you plainly where our work fits alongside it. No client attached and nothing to sign.
Profit Protection Specialists (PPS) is a d/b/a of Bahia Mar Ventures, LLC, a licensed insurance agency in Missouri. We complement, not replace, a client’s existing CPA, financial consultants, and attorneys. We are never paid in advance. Depending on the engagement our compensation comes either from the documented savings we recover or from the plan administrator or carrier that implements the solution, and we say which applies before anyone engages us.