One Call. One Useful First Step. No Strings.
You don't need a program, a contract or a client list to work with us. L5 Legacy Capital, a veteran-led sponsor in Frisco, Texas, investing in Texas and Louisiana, collaborates with CPAs, family offices, advisors, estate attorneys and self-directed IRA specialists through client education, co-hosted sessions, speaking and two-way introductions. One short call, one first activity. No referral fees.
A short call with Byron Kizzie, our Managing Partner. No referral fees. No client lists. No pressure.
What are L5's partnership principles?
Six rules that protect your clients, your compliance position and your reputation.
Education first
Every session we lead is educational. We never present offering details from your stage.
No referral fees or transaction-based compensation
Not now, not later, not in either direction. Paying for investor introductions creates conflicts and can raise securities-registration questions for the person paid, so you never have a conflict to disclose.
No client lists
We never ask for client names or financial information. People reach out to us when they choose to.
You keep your role
You advise. We explain how private real estate works and how L5 operates.
Your clients can bring you in
Any client who talks with us can include you in every conversation.
Introductions run both ways
When L5 investors need a CPA, attorney or advisor, we introduce professionals we trust.
What are the ways to collaborate?
Pick the one that fits your practice. Most partners start with one and add more.
| Format | What it is | Who it suits |
|---|---|---|
| Client education session | Byron Kizzie or Dr. Melynda Kizzie teaches "How Private Real Estate Works" to your clients, in person in Dallas–Fort Worth or online | Advisors, CPAs, family offices |
| Co-hosted session | A free, invitation-only session co-presented with your firm: real estate and taxes, legacy planning, real estate in an IRA, Legacy of Service events around Veterans Day | CPAs, estate attorneys, SDIRA specialists |
| Speaking | Byron or Melynda speaks to your firm, association, conference or veteran network | Every partner type |
| Client-ready resources | The Sponsor Due Diligence Checklist, plain-language handouts and the Veteran's Guide | Every partner type |
| Verification letters | CPAs and attorneys can write accredited-investor verification letters for their own clients; we provide the format we accept | CPAs, estate attorneys, advisors |
| Two-way introductions | Our investors need CPAs, estate attorneys and advisors; we introduce professionals we trust | CPAs, estate attorneys, advisors, family offices |
Speaking is free for veteran groups and nonprofits; other engagements are arranged case by case.
How does a partnership start?
With one short call and one first activity. That's the whole commitment.
- A short partner call with Byron. We learn about your practice, your clients' questions and what would be useful.
- We agree on one first activity. A client session, a speaking slot, a set of resources or an introduction path for our investors.
- We deliver and follow up. We bring the content, the speakers and the follow-through, and you hear from us after every session.
You decide the pace and whether there's a next step. Some partners host one session a year. Some host one a quarter.
Pick one thing to try together.
A client session, a speaking slot or a resource set. It starts with a short partner call with Byron.
No referral fees. No client lists. No pressure.