FOR CPAs, ATTORNEYS, FRACTIONAL CFOs, CONSULTANTS & TRUSTED ADVISORS:

We provide founders with $10M–$200M in revenue real insight into valuation, buyer appetite, and deal readiness at no cost to you or your client.

Become a Referral Partner

Why the Smartest Advisors Refer Their Clients to Us

You give founders answers nobody else can.

Real clarity on value, timing, and buyer interest.

You protect clients from expensive mistakes.

We surface deal-killers early (add-backs, key-person risk, concentration, governance gaps).

You offer premium value at zero cost.

Our assessments, insights, and guidance cost nothing for you or your client.

You get exclusive access to our investment banking partners.

We collaborate directly with leading investment banks — giving your clients access to resources they normally can’t reach, at no cost.

You keep the client relationship.

We operate in the background. You stay the primary trusted advisor.

You instantly expand your capabilities.

You don’t need to build an M&A practice. We act as your exit-strategy bench.

You mitigate your own reputational risk.

Referring a founder to the wrong banker can damage your credibility. With us, you protect it.

What Your Client Receives (At No Cost)

Exit Readiness Assessment

Clarity on valuation drivers and risks.

Buyer Psychology Insight

What buyers actually pay for — and why some businesses get 8x while others get 4x.

Deal-Killer Identification

Add-backs, key-person risk, concentration, working capital sizing — surfaced early.

Timing Guidance

Whether they should sell now, wait, or improve — with reasoning.

Warm Path to a Top-Tier Investment Bank

If they’re ready, we introduce them to a partnered M&A advisor who fits their deal type. If not, they walk away smarter.

HOW IT WORKS

You make a simple introduction.

We’ll take it from there. There is no sales pitch, no pressure, and no obligation for your client to do anything.

We Meet Privately With Your Client To Understand Their Business.

We ask the core questions buyers care about:

revenue & EBITDA profile
concentration
add-backs
leadership structure
timing
potential red flags
future plans
where the business sits in its category

This is a short, no-pressure conversation — purely educational.

They receive clear, objective exit guidance tailored to their situation.

Every client receives a clear, useful breakdown that answers the exact questions they usually ask you:

What buyers would care about in a business like theirs
Where valuation ranges typically land in their sector
Whether they should sell now, wait, or prepare more
What risks or deal-killers they should fix early
How far they are from being ready for a sale
Whether they’re a real fit for investment banking

You stay the client’s primary advisor.

You remain the main relationship. Your client sees you as the person who connected them to the right expertise.

When (and if) they’re ready, we introduce them to the right investment bank.

If they’re a true fit (2M+ EBITDA), we connect them to the best fitted M&A advisor for their business and stay involved to support your relationship. If they’re not ready, they walk away with clarity and a plan.

If you’re 6–36 months from an exit, the smartest first step isn’t picking a banker, it’s making sure you’re matched with the right one.

If you’re thinking about selling — this year or three years from now — we’ll help you understand exactly where you stand, and what moves to make before engaging an advisor.

Speak To Us