Referral partners program
Refer a business owner. We handle the rest.
You make the warm introduction. We run the sale process end to end: valuation, buyer outreach, negotiation, and closing. Simple, tracked, and documented.
- Founder-Led Advisory
- Documented Attribution
- Written Agreements
- Milestone-Based Payouts
Our Commitment to Sellers
What the business owner gets
When you refer a business owner, they receive the full weight of our sell-side advisory, from initial valuation through closing.
Positioning and valuation support
We normalize the financials and document the value drivers a buyer will test, so the business is presented the way acquirers in its sector actually underwrite it.
Buyer outreach and competitive process
Structured outreach to the right buyers, run as a competitive process. One interested buyer sets the price; several set a market.
Marketing materials and narrative
A Confidential Information Memorandum (CIM) and supporting materials that present the business the way buyers evaluate it.
NDA and buyer screening
Every buyer is screened and required to execute a non-disclosure agreement before receiving sensitive information.
LOI negotiation guidance
Advisory through letter-of-intent negotiations, ensuring terms protect the seller's interests.
Diligence and closing management
Project-manage the due diligence process and coordinate with legal, accounting, and other advisors through closing.
“You introduce the owner; we take it from there.”
Clear Boundaries
Your role vs. ours
The program is designed to be straightforward. You focus on introductions; we handle everything else.
Your role
- Make a warm introduction to the business owner
- Confirm the owner is open to exploring a sale
- Share basic context: industry, revenue range, and location
Our role
- Run the entire sale process end-to-end
- Keep you updated at key milestones
- Handle all buyer communications, negotiation, and execution
Note: Referral partners are compensated for introductions only. Partners do not market the business, negotiate terms, or solicit buyers.
From First Contact to Active Partner
How it works
Five steps from initial interest to making your first referral. The entire onboarding process is documented and straightforward.
- 01
Review the program
Read through this page to understand the referral process, your role, and program economics.
- 02
Complete the questionnaire
Fill out the brief intake form below so we can understand your background and referral potential.
- 03
Introductory conversation
Our team reviews your submission and schedules a call to discuss the program, answer questions, and align on expectations.
- 04
Sign the referral agreement
We finalize and execute a written agreement that documents attribution, compensation milestones, and terms.
- 05
Make introductions
You introduce business owners who are open to exploring a sale. We take it from there and keep you updated at each milestone.
Program Tiers
Economics
Compensation is structured around fixed fees and milestones, with terms tiered by referral volume. All terms are finalized in a written agreement.
Basic introductions
- Fixed fee for each qualified introduction
- Additional fixed fee at engagement signing
- Status updates at key milestones
Ideal for occasional referrals
Active partner
- Higher fixed fees at each milestone
- Priority updates and direct point of contact
- Enhanced terms for consistent volume
For partners with regular deal flow
Portfolio / pro partner
- Fully custom terms and fee structure
- Dedicated relationship management
- Requires introductory call to discuss scope
For high-volume or institutional partners
Get Started
Start the questionnaire
Complete the brief intake form below. Our team will review your responses and follow up to discuss the program and finalize your referral agreement.
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Common Questions
FAQ
Everything you need to know about the referral partner program. If your question is not covered here, reach out directly.
- What counts as a qualified introduction?
- A qualified introduction is a warm referral to a business owner who is genuinely open to exploring a sale or exit. The owner should operate a business with meaningful revenue and be willing to have a confidential conversation with our team. We do not require a signed engagement, just a real conversation.
- How does attribution work?
- We use a first-touch attribution model. If you are the first person to introduce us to a business owner, and that owner is not already in our system, the referral is attributed to you. Attribution is tracked and documented in writing as part of your referral agreement.
- When are referral partners compensated?
- Compensation timing and milestones are governed by your written referral agreement. Generally, payments are tied to defined milestones rather than a single event. Specific terms are finalized before any referral activity begins.
- How will I receive updates on my referral?
- We provide updates at key milestones in the process. While we cannot share confidential deal terms, we keep referral partners informed on general status and progress. Your agreement will outline the communication cadence.
- What information do I need to provide when making a referral?
- At a minimum, we need the business owner's name, the business name, the industry, an approximate revenue range, the business location, and the owner's contact information (phone and/or email). We also prefer a warm introduction method, whether that's a text group, an email introduction, or a joint call. The more context you provide, the better we can tailor our initial outreach.
- What industries and business sizes are a good fit?
- We work with businesses with earnings greater than $500K across a wide range of industries. If you are unsure whether a business is a fit, submit the referral and we will evaluate quickly.
- Can professionals like CPAs and attorneys participate as referral partners?
- Yes, professionals who serve business owners are often excellent referral partners. The key requirement is that your participation is limited to making an introduction. We encourage all professional referral partners to disclose the referral relationship to their clients.
- Do I need a license to participate?
- Our referral program compensates partners with a flat fee for introductions only, not for marketing businesses, negotiating terms, or soliciting buyers. As long as your role is limited to making an introduction, no licensing should come into play.
- What happens after I submit the questionnaire?
- Depending on the tier of referral partner, you may be redirected to a contract with standardized terms, or our team may reach out to help define what an agreement looks like and the terms within before signing. In both scenarios, after signing an agreement you will receive a custom link where you can submit referrals going forward.
- Is there a limit to how many referrals I can make?
- No. There is no cap on the number of introductions you can make. Higher-volume partners may qualify for enhanced terms under our tiered program structure, which is discussed during onboarding.
Ready to refer a business owner?
Start the questionnaire today. Our team will follow up to discuss the program and set up your referral agreement.
Information on this page is for general informational purposes and does not constitute legal advice.

