Helping Small Business Owners

The membership that connects you to like-minded professionals and everything you need to start, run, grow, protect, and sell your business.


Explore discounts on healthcare plans, technology platforms, marketing services and more.

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Tap into a network of like-minded professionals to share or solicit advice and recommendations.

About Community

M&A Platform

Communicate directly with buyers and sellers to position for growth.

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Solving The Unique Needs of Independent Business Owners

Chalice Network was purpose-built to provide big firm benefits that help independent business owners compete, grow and thrive.

RIAs & Financial Advisors

RIAs & Financial Advisors

Get access to the same benefits and technology offered by the big firms.

Insurance Agents

Insurance Agents

Diversify, grow and gain an advantage over your competition.

Insurance Agents

Allied Professionals

Use our network to connect with other professionals and bring value to your organization.

Real Estate Agents

Real Estate Agents

Focus on servicing your customers and less on your back office.

CPA & Tax Professionals

CPA & Tax Professionals

Save money and create efficiencies within your organization.

Big solutions, bigger savings.

We help you save on the technology and services you need to to start, run and grow your business.

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Thought Leadership

Expert Advice From the Chalice Community

January 12th, 2021 · 2 min read

Top Tricks to Growing as a Financial Advisor

January 5th, 2021 · 2 min read

Listening for Better Client Conversations