For referral partners

Accountants, lawyers and advisors are usually the first people an owner tells. If a client of yours is starting to think about selling, you can hand them something genuinely useful and be paid when it closes.

How the referral works

  1. Register, and get your linkYour link appears on screen as soon as you submit this form. Nothing to install and nothing to wait for.
  2. Send it to the clientThey open a free, anonymous assessment. No mention of you, and no obligation on them.
  3. We run the saleValuation, preparation, confidential buyer outreach, offers and closing. Your client keeps their own accountant and lawyer.
  4. You are paid on closingA share of our fee, under the referral agreement we send you. Nothing is owed by anyone unless the business sells.

What you are paid

We charge the seller nothing up front and five percent of the sale price on closing. Referral partners are paid a share of that fee, under the referral agreement we send you.

Two things follow from that, and both are the point. Your client pays nothing to find out where they stand. And if the business never sells, nobody owes anybody anything, including you.

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What your client keeps

Their name, their numbers and their documents are theirs. Referring them does not hand us your relationship: they keep you as their accountant or lawyer through the sale, and we would rather they did, because the deal goes better when someone who knows the business is still reading the paperwork.

What you will be able to see about a referral is a stage, for example preparing, in market, or closed. Never the valuation, never the offers, never the buyer, and not one document. If a client would rather not be linked to your referral at all, they can say so and it is removed, without either of us being asked to justify it.

[占位:合作方进度面板尚未开始建。链接现在已经可以用,推荐关系会被 记录下来,但你暂时还看不到进度,面板上线时我们会通知你]

Get your referral link

Four fields. The link appears on this page as soon as you submit.

What you do