Excalibur Partner Program

Bring the Excalibur Method to the hospitals you already serve.

Excalibur delivers Income Statement Aligned Revenue Cycle Management: embedded revenue cycle experts, the AskMerlin analytics platform, and a month-end close with no surprises. Partners put that in front of the CFOs and revenue cycle leaders they already know, deliver it with our tooling, or build it into what they sell.

Apply to partner or see the three ways to work with us

Founded 2007
60+ client engagements
Critical Access to large systems
No program fee

Three ways to partner

Pick the seat that matches how you work.

Every partner sits in one of three tracks, and an organization can sit in more than one. The track decides who delivers, who owns the client and how you are paid.

You deliver. We arm you.

Consulting and Advisory Partners

Boutique revenue cycle consultancies, CFO advisory practices, interim and fractional CFO firms. You run the engagement with your own people; Excalibur supplies the method, the AskMerlin analytics platform, the Readiness Assessment and a bench to call when the work gets deep.

Deliver the Excalibur Method under your own engagement
AskMerlin for your analysts, client data segregated under a BAA
Co-branded Readiness Assessment to open the conversation
Escalation to Excalibur specialists on valuation, close and denials

You open the door. We walk through it.

Referral and Trusted Advisor Partners

Advisors a CFO already trusts: IT and managed service providers, telecom and technology advisors, benefits and finance consultants, former hospital executives. You introduce, help shape the opportunity and, where you want to, stay in the room. Excalibur handles the assessment and every hour of delivery.

Referral fee on a closed engagement, or an evergreen trusted-advisor arrangement
Deal registration so an introduction is protected from the day it is made
A named Excalibur contact for every opportunity you bring
Nothing to deliver, nothing to support

Your offering. Our engine inside it.

Powered by Excalibur Partners

Revenue cycle vendors, outsourcers and health systems that want to add income-statement-aligned performance management to what they already sell. Embed the Readiness Assessment, AskMerlin or a full Merlin as a Service engagement under your brand, co-branded or white label.

Private label, co-brand or resale, agreed per offering
AskMerlin provisioned for your clients, your access rules
Joint delivery model with named owners on both sides
Pricing and margin set in the agreement, before the first client

Also at the table

Alliances, technology and friends of the firm.

Strategic alliances

State hospital associations, rural health networks and industry bodies such as HFMA chapters. Endorsed vendor programs, member education, group pricing for members. Excalibur already works with association vendor programs and understands how they are reviewed.

Technology partners

The platforms AskMerlin is built on and the systems it reads from: business intelligence, data integration, patient communications. Integration work, co-marketing, and a shared interest in the client's result.

Everyone else who sends us work

Clients who refer a peer, friends of the firm, affiliates and employee referrals. Thank you. The form below works for you too, or call the number in the footer.

What you get

What we commit to today.

Six commitments, in place for every partner from the first conversation.

Executive sponsorship

The program reports to the Chief Revenue Officer. Every partner has a named executive contact, and escalations go to the leadership team, not a queue.

Rules of engagement in writing

Who owns the client, who delivers what, how an opportunity is registered and how compensation works, agreed before the first deal, not after.

Deal registration

An introduction is protected from the day you register it. No surprises on attribution.

Enablement

A working session on the Excalibur Method, the Pillar Approach and the 7 Principles, an AskMerlin walkthrough, and the Readiness Assessment you can run with a prospect.

Co-branded material

The Readiness Assessment, the overview deck and the one-page leave-behind with your logo beside ours.

Sales Support

You are never alone. Excalibur Partners are inducted into the fellowship of excellence, the Sales Roundtable. Make a difference for hospitals and healthcare. Win more, and more often.

How it works

Four steps from this page to your first registered opportunity.

Apply
The form below. Two minutes. Tell us who you serve and how you would like to work together.
Talk
A thirty-minute conversation with the partner team about your clients, your delivery model and where Excalibur fits.
Agree
A short partner agreement: track, territory or named accounts, compensation, rules of engagement, data handling.
Enable and go
Enablement session, co-branded material, AskMerlin access where the track calls for it, and your first registered opportunity.

Answers

Partner questions

Do I need revenue cycle expertise to be a partner?

Only for the consulting and advisory track. Referral and trusted advisor partners need a relationship with a CFO, a controller or a revenue cycle leader and a reason they trust you. Excalibur does the rest.

Who owns the client relationship?

It is written into the agreement for each track. In the referral track the client is Excalibur's and you are credited for the introduction. In the consulting track the client is yours and Excalibur is your supplier. In the powered-by track it is agreed per offering.

How is a partner compensated?

Referral partners earn a fee on a closed engagement; trusted advisors can choose an evergreen arrangement instead. Consulting partners buy tooling and support at partner rates and bill their own client. Powered-by partners agree a margin per offering. Rates are set in the agreement; we do not publish them.

Can an organization be more than one type of partner?

Yes. A revenue cycle outsourcer may refer one client, deliver with our tooling for another and embed AskMerlin for a third. The agreement names the tracks you work in; the compensation follows the track used on each opportunity.

What about patient data?

Partners who touch client data do so under a Business Associate Agreement, with AskMerlin access assigned by role and client. Referral partners never handle patient data. Our Privacy Policy covers the detail.

Is there a program fee?

No. There is no fee to apply or to be a partner. Consulting partners pay for tooling and support they use; nothing else.

Apply

Tell us how you would like to work together.

No program fee, no quota, no exclusivity asked of you to start. Pick the track that fits, tell us who you serve, and we will take it from there.

Have more questions?

Talk to our channel team

Opens an email to partners@excalibur-ddpm.com with a short template: your details, two times that work this week, and what you want to cover.

Please do not include patient information. Applications are relayed by Web3Forms and handled under the Excalibur Privacy Policy.