For CPAs, attorneys, bankers & wealth advisors
Your client's exit, handled with care.
When a client is thinking about selling, introduce them to our senior advisors. You keep the relationship and stay informed at every stage the client allows.
Talk to us about partneringConsent first
We only reach out with your client's permission, and they decide what you can see.
Response within one business day
A senior advisor contacts your client promptly and discreetly.
A partner portal
Track each introduction, access approved marketing material and see referral fees where permitted.
- 01
Introduce a client with consent
- 02
We confirm and assign an advisor
- 03
You follow progress in your portal
- 04
Referral fees under a signed agreement, where lawful
Referral fees are paid only where permitted by law and under a signed partner agreement.