For Referral Partners
We help you help your client. Then we hand them back.
When a client is not quite deal-ready, or a deal needs diligence the big firms will not touch at that size, send it to us. We do the financial and operational work, keep you in the loop, and hand the relationship back. Independent, no commissions, and we never take the listing.
The Referral Loop
You refer. We do the work. You keep the relationship.
Most good businesses cannot hire either of these seats full-time, and do not need to. You get both, part-time, and for a fraction of the cost of a single full-time hire. Take one seat or both, depending on what the business needs. These are senior seats, not a team of juniors, and we take a limited number of engagements at a time.
You refer a client
You refer a client. We get the numbers clean and the business ready, or dig into the deal in front of them. We report to you and hand the relationship back, ready to transact, finance, or plan. You look good, the deal moves, and the client stays yours.
We do the work
Where we stay out: we do not practice law, give tax or investment advice, or broker the sale. We do the readiness and diligence work in between, the useful part that is not anyone else’s job.
When To Send Us A Client
By the seat you sit in.
Business brokers & M&A advisors
A seller who is not quite listable, or one who would hold their price with a sell-side review before going to market. We get them ready and hand them back. We never take the listing.
CPAs & accountants
A client who needs forward-looking finance, a forecast, or diligence support you do not have the hours to do yourself. You keep the client and the recurring compliance work; we handle the deal.
M&A attorneys
When a client is buying, selling, or heading to transition, we cover the financial and operational diligence counsel cannot, and we move fast on paper so the deal keeps its momentum.
Commercial & SBA lenders
A borrower whose package is not financeable yet, or a buyer who needs operator-grade diligence and a model you can underwrite. Fewer surprises in the file, and we send good deals back to you.
Wealth advisors & planners
An owner whose net worth is locked in the business and who needs it worth more and liquid on their timeline. We ready the business; you keep the wealth relationship.
Valuation professionals
We prove the earnings and clean up the add-backs so your valuation holds up under scrutiny. We do not issue valuation opinions ourselves, so we are a clean non-compete.
Exit planners
You own the plan and the relationship. We are the finance and operations muscle that executes it: the readiness work, the clean numbers, and the operating partner who builds the value the plan calls for. We do not replace you.
The Promise
Independent. In our lane. Handed back, every time.
The first read on a client or a deal is free. There are no fees between us and no kickbacks. You stay in the loop from start to finish, and the client comes back to you. We win by making you the advisor who sent the useful help.
We never take the listing, and we are not brokers or investment bankers.
We do not bid on deals we are brought in to diligence. Independence is the whole product.
We do not source deals away from the partner who introduced the client. If you sent them, they stay yours.
We work alongside exit planners, coaches, and implementers, on top of their work, never in place of it.
get started
Send us a client, or the deal the big firms won’t touch.
Refer a client or book a partner call. We do the work, you keep the relationship.