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.
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 & Valuation Support
Thorough financial analysis to maximize perceived and realized value with qualified buyers.
Buyer Outreach & Competitive Process
Structured outreach to surface the right buyers and create competitive tension that drives better outcomes.
Marketing Materials & Narrative
Professional marketing materials, including a Confidential Information Memorandum (CIM), that tell the story compellingly.
NDA & 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 & 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.
Review the Program
You are hereRead through this page to understand the referral process, your role, and program economics.
Complete the Questionnaire
Fill out the brief intake form below so we can understand your background and referral potential.
Introductory Conversation
Our team reviews your submission and schedules a call to discuss the program, answer questions, and align on expectations.
Sign Referral Agreement
We finalize and execute a written agreement that documents attribution, compensation milestones, and terms.
Make Introductions
Referral activeYou 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.
Tier 1
Basic Introductions
- Fixed fee for each qualified introduction
- Additional fixed fee at engagement signing
- Status updates at key milestones
Ideal for occasional referrals
Tier 2
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
Tier 3
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.
Common Questions
FAQ
Everything you need to know about the referral partner program. If your question is not covered here, reach out directly.
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.