Andy JacksonAndy Jackson
For accountants, advisers and trusted partners

Make an introduction.
Keep the trust intact.

If someone you advise needs help beyond your remit, you should know exactly what happens next. No sales machine, no vague hand-off and no attempt to replace the relationship you already have.

PersonalAndy replies himself
ClearRight route or no route
RespectfulYour relationship stays yours
PracticalOne useful next step
The constraint

A good referral carries your reputation with it.

  • The owner needs help outside your professional remit
  • You can see the leadership or operating problem but should not own it
  • A generic coach or consultant would miss the commercial reality
  • You want to help without creating a hard-sell experience
The work

The introduction begins with diagnosis, not a pitch.

  • Andy speaks with you first if that protects the relationship
  • The owner can take the free assessment before deciding anything
  • Coaching, advisory, COO and NED routes stay distinct
  • If Andy is not the right fit, he says so plainly
A practical route

Three common reasons to introduce someone

01 · Person

The owner is carrying too much

Energy, focus or confidence is affecting the business and their life.

02 · Leader

The team has outgrown the founder

Decisions, delegation or difficult conversations are holding the next stage back.

03 · Business

Execution keeps breaking

The firm needs operating leadership, systems or independent board challenge.

Why Andy

A method that keeps the whole situation in view

Performance on Purpose works across the person, the leader and the business. That makes it a useful diagnostic when you can see that something needs to change but do not yet know whether the answer is coaching, practical advisory, an operating role or board-level support.

See the method →
Straight answers

Common questions

Should I send the owner’s details?

Only with their permission. You can speak to Andy first without sharing personal contact details.

Will Andy try to replace my existing advisory relationship?

No. The role and boundaries are agreed clearly at the start, and the existing trusted relationship is respected.

Is there a referral fee?

No arrangement is assumed. If a formal partnership is appropriate, discuss it with Andy before making introductions.

Start with the real situation

Tell Andy what is going on.

No pitch sequence. Andy reads the note and replies personally with the most useful next step — including saying when he is not the right fit.

Book a short call →

Prefer email? andy@andyjackson.com

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