95 percent of the business owners who visit your website leave without a word. Turn some of them into referral income.
Put our free business valuation tool on your site. A visiting owner enters their website address and receives a full valuation report at no cost. When one of them sells through us, you receive 15 percent of our success fee. There is no charge to you and no work after installing it.
On this page
What do I actually get out of this?
Six things, in order of what partners care about most.
You get paid in cash, per completed sale
A wire transfer of 15 percent of our success fee. On a sale at £5m that is £30,000 to you, on one introduction. Typical payments run from £10,000 to £240,000. No cost to join, no fee to you, ever.
Work comes back to you, not away from you
This is a two-way referral. The questionnaire surfaces tax planning, wealth structuring, accounts clean-up and corporate work. Where the owner consents and you offer the service, we send it straight back to you and charge you nothing for it.
You give your clients something valuable, free
A full valuation, a 24-month plan to improve it and a 30-factor scorecard, prepared by our M&A team. It costs the owner nothing, and it arrives with your firm attached to it.
No work after the 5 minute install
One line of code, pasted once. We do the valuation, the report, the follow-up and the transaction. You do nothing else and there is nothing to maintain.
Your client stays your client
We are engaged for the valuation, the plan and, if the owner chooses, the sale. We do not sell tax, accounting or legal services, and we say so to your client in writing.
You are in the conversation two years earlier
Owners normally tell you about a sale once the decision is made. This puts you in front of it 12 to 36 months out, while the value can still be moved.
Work comes back to you.
The questionnaire uncovers needs long before a sale happens. Where the owner consents to an introduction and you offer the service, we send it to you first. No fee charged to you for work we pass back.
Pre-sale tax planning
Most owners have taken no advice on the tax treatment of a sale. We ask this directly in the questionnaire, so the signal is explicit rather than inferred.
Wealth structuring on the proceeds
We ask what the owner would need to receive personally and what the money is for. Owners planning retirement or a family outcome usually need advice before completion, not after.
Accounts, audit and clean-up work
Diligence readiness surfaces gaps in management accounts, add-back evidence and filed figures. That is work for a firm, and the referring firm sees it first.
Corporate and legal support
Cap table tidying, share issues and shareholder agreements come up repeatedly in the scorecard. Where you offer it, that work goes back to you.
How we handle the data, stated plainly
- - Nothing moves without the owner ticking a consent box inside the questionnaire, naming the type of help they want.
- - You receive the owner's name, company and the nature of the need. You never receive the report, the figures or the valuation.
- - If the owner declines, you are told nothing and the referral simply continues as normal.
- - We hold and process everything under our privacy policy, and we do not use owner inputs to train external models.
What this actually is, in plain English.
We are an M&A firm. We sell owner-managed businesses in trade services, healthcare, compliance and facilities management. You put a free business valuation tool on your website. When a business owner who found it through you eventually sells with us, you receive 15 percent of our fee. Nothing else is asked of you.
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01
A business owner visits your website
Your visitors are business owners. They read a page about tax, accounts, an article you published, or your services, and then they leave. Around 95 out of every 100 never fill in a form, never book a call and never tell you who they are.
You paid for that traffic, in money or in years of reputation. Almost all of it currently produces nothing.
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02
They see a free valuation tool on your page
You place a small tool on your site. It asks for one thing: the website address of their business. No form, no phone number, no sign-up.
The tool carries a line saying your firm has partnered with DealFlowAgent, so nobody is confused about who is behind it.
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03
We do the work, at no cost to them or to you
We look up the company at Companies House, read the filed accounts and the website, then ask the owner a short set of questions about revenue, profit, customers, contracts and their own plans.
They receive a written valuation report: a defensible value range today, a 30-factor scorecard, a 24-month plan showing what would move the number, and the names of the types of acquirer who buy businesses like theirs. It is free and it stays confidential.
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04
The referral is logged to you the moment they type
Your partner code sits inside the tool. The first website address entered through it is tagged to you on our server, permanently. It survives cleared cookies, a change of device and a gap of months.
You see every referral in your partner dashboard: the company, the date, the stage it has reached and whether a fee is due.
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05
You get paid when a sale completes
Most owners are not selling this year. Some are. When one of your referrals sells through us, you receive 15 percent of our success fee. It is paid by bank transfer within 14 days of the money reaching the seller, under a signed referral agreement that states the percentage, the trigger and the deadline.
A business that sells at 5 million pays you 30,000. There is no cap, no clawback, no expiry on the referral and no reduction for the work we did after the introduction. You did nothing after installing the tool.
Three ways it pays you back.
It pays you real money
15 percent of our success fee, wired to you on completion. One referred business selling at 5 million is 30,000 to your profit and loss for work you already did by owning the audience.
It makes you look good
You are handing an owner a full valuation, a 30-factor scorecard and a 24-month improvement plan, free. It costs you nothing, takes none of your time, and it is the most useful thing on your website.
It can bring you a client
The questionnaire surfaces owners who need accounts tidied, tax planned or corporate work done, including people who were never your client. Where they consent and you offer the service, we introduce them to you at no charge.
Why we are doing this
Buying advertising to reach business owners who might sell in three years is expensive and badly targeted. You already have their attention and their trust. We would rather pay a share of a real fee, after a real sale, to the people who already serve these owners.
That is the whole trade. You lend us a piece of your website. We do all of the work. If it turns into a completed sale, we split the fee with you.
Where the risk sits. Read this part.
This is the section most people skim. It is the most important one on the page, so it is set at full size. Five questions, answered directly.
Does it cost me anything?
No. There is no fee, no subscription and no minimum volume. If nothing ever sells, you never owe us anything.
Do I lose the client?
No. The client stays yours. We are engaged for the valuation and, if they choose, the sale, and we tell the owner in writing that you remain their adviser. Where the report shows work in your field, we point them back to you by name.
Could it embarrass me?
The report is genuinely useful and free, whatever the size of the business. If an owner is too small for a sale process we tell them plainly and still give them the report.
Will it break my website?
No. It is a single script that renders inside its own shadow root with its own styling. It cannot affect your layout and your site cannot break it. Four designs are available so it matches your brand.
What if my client never sells?
Then nothing happens and nothing is owed. Your client got a free valuation report from your website, which is a good outcome on its own.
Fill this in and we issue your partner code.
Fill in the form below. We will email your custom code plus installation instructions matched to your website builder and newsletter platform. Forward that email to your IT person, website manager, or whoever looks after your site.
If business owners visit you, this pays.
Professional firms
Accountants and bookkeepers
Your clients already ask what the business is worth. Give them a real answer without doing the work yourself.
Tax and wealth planners
A sale is the largest liquidity event your client will ever have. Be in the room before it is structured.
Corporate solicitors
Owners come to you at the point of sale. This puts you in the conversation two years earlier, when the value can still be moved.
Consultants and coaches
A valuation and a 30-factor scorecard is the strongest opening diagnostic you can hand a client at no cost.
Media and communities
Newsletters
A one-field tool converts far better than a booking link. Readers who own businesses become referral income.
Trade publications and blogs
Sector readers are owners. One sidebar placement runs across every article you have ever published.
Podcasts and video shows
A tracked link in the show notes of every episode, with no read-out required.
Trade bodies and communities
Offer members a genuinely useful benefit that costs you nothing and pays you on completion.
What your visitors see, and what you paste in behind it.
This is a preview only. Your real code is issued after you fill in the form at the top of the page. Below, Box A is the tool itself, exactly as a business owner on your website will see it. Box B is the one line of code you paste into your site to put Box A there. Your visitors never see Box B.
Get your real partner codeOur standard look. Warm, tactile, print-led.
This is the real tool, not a picture of it. An owner types their website address, the valuation opens in a new tab on our domain, and your page stays open behind it.
This changes one thing only: the small line of text directly under the tool in Box A. Type your firm name here and that line reads "[Your firm] has partnered with DealFlowAgent M&A", so a visitor knows whose tool it is before they type anything. Leave it blank and it reads "Built by DealFlowAgent M&A". It does not appear anywhere else on your website.
Your snippet is personal to you.
It carries your own referral code, so every owner who uses it is tracked to you. We do not publish a sample snippet here, because a snippet pasted in without your code would credit nobody. Fill in the form and it arrives by email within a minute, with installation steps written for your platform and a version you can forward straight to whoever manages your website.
Email me my snippetIt is one line. It sits in the page source like any other script, the same way analytics or a chat tool does, and nobody reading your site sees it. The design and firm name are attributes inside your own snippet, so what you pick never affects another partner.
The widget carries its own styling inside a shadow root. It cannot affect your site design, and your site design cannot break it.
Your client stays your client.
Referral programmes fail when the introducer gets cut out. Four commitments, all of them contractual.
We do not circumvent you
Our engagement is the valuation, the improvement plan and, if the owner chooses, the sale. Whatever that owner already buys from you stays with you. Where the report surfaces work that sits in your field, we name you as the person to speak to. The referral agreement records that you are the introducing adviser and stay the introducing adviser.
The relationship stays yours
You remain the trusted adviser. We report to the owner and, where they permit it, we keep you in the loop. We never position ourselves as a replacement for the firm that introduced us.
Your list is not our list
We do not market to your clients, your subscribers or your members. Nobody enters our outbound programme because they used your widget. The only contact is about the report they asked for.
You can see every referral
Attribution is logged server side the moment a visitor enters a website address. First touch wins, permanently, with no expiry window. Your partner dashboard shows every referral and its stage in real time.
I want to become a referral partner. How do I actually send you a business owner?
There are two routes, and both pay you the same 15 percent of our success fee. Route 1 is a warm introduction: you email us the owner's name yourself. Route 2 is the valuation tool on your website, working on its own 24 hours a day. Setting it up takes 5 to 10 minutes once. You can use both, and most partners should.
| Route 1Warm introduction by emailYou do it manually, one owner at a time. | Route 2The valuation tool on your websiteIt generates the leads for you, with no work from you. | |
|---|---|---|
| Who it reaches | Only the owners who happen to tell you they are thinking about a sale | Every business owner who visits your site, opens your email or reads your newsletter |
| Timing | You hear about it once the decision is made, often once a buyer is already circling | You are involved 12 to 36 months earlier, while the value can still be improved |
| Effort per referral | A conversation, an email introduction, a call to brief us, a call to brief them | None. The owner enters a website address and we take it from there |
| The awkward part | Suggesting a sale adviser can read as suggesting your client should sell | You are offering a free report on what the business is worth, which every owner wants |
| What the client gets | A name and a phone number | A valuation, a 24-month improvement plan and a 30-factor scorecard, at no cost |
| Volume in a year | Typically one or two, driven entirely by chance conversations | Scales with your audience, and runs while you are doing other work |
The strongest result we see is both at once: the same snippet on your homepage catching passive traffic, plus one co-branded email to your client list. It is the same snippet every time, wherever you put it. We write the email, you approve it, and it goes out under your name.
Where the valuation tool goes, same snippet each time.
It is the same one-line snippet every time. Paste it wherever you want the tool to appear, on general website traffic pages or in front of a business owner audience. Use one placement or all six. Press the buttons below to see each one drawn out.
This is the valuation tool itself. It is live, try it.
This exact block is what your one-line snippet puts on your page. A business owner types their website address in, and the referral is logged to your partner code at that moment.
Strictly confidential
Strictly confidential. Your personalized report is prepared by our internal team alone — the founder, head of M&A and associates. It is never shown to buyers or anyone outside the deal team without your permission.
Below: your email newsletter, with the valuation tool dropped in between two stories.
Enter your website. Our M&A team prepares a confidential valuation and a plan to improve it.
Newsletter
One short block between two stories. The highest converting placement we see.
Subject: What is your business worth today? Most owners we act for have never had a proper valuation, and the number they carry in their head is usually years out of date. We have partnered with DealFlowAgent, an M&A firm working in building services and facilities management, healthcare and compliance. Enter your website address and their team prepares a confidential valuation, a 24-month plan to improve that number, and a 30-factor scorecard covering everything an acquirer will test. There is no cost and no obligation to sell. We remain your advisers throughout. [Get your valuation report]
A quick one for the owners reading. If you have ever wondered what your business would actually fetch, this is worth 2 minutes. Enter your website and the DealFlowAgent M&A team builds you a confidential valuation and a practical plan to improve it before you ever speak to a buyer. No cost, no obligation. [Get your valuation report]
How much will I earn in the next 12 months in pounds or dollars, from referring business owners?
Answer three things and the figure updates as you go. Where the tool will sit, how many business owners see it each month, and the typical sale price in your network. Press the buttons and drag the sliders. Nothing is submitted and nothing is saved.
This sets how many of the people who see it are likely to start a valuation. A general website converts far lower than your own client list, so pick the closest match.
Visitors, readers or subscribers a month. Count only the audience that owns or runs a business.
1.0 percent start the valuation on this setting.
Optional. One co-branded email a year to clients who already pay you. Type the number of clients, or leave it blank.
Modelled at 8 percent of the list starting a valuation across the year.
Your network means the business owners you serve, publish to or are read by. Pick the size of business that is typical for them.
This is the sale price of the business, not your fee. Most referred owners sit between £1.0m and £10m.
Your fee on one completed sale at this price: £30k, paid to you in pounds by bank transfer.
Based on 11 completed sales a year at £5.0m each, paying you £30k per sale. Shown as a band because a five stage funnel does not produce a single reliable number.
Five stages, applied in order. Each stage takes the number above it and multiplies it by one rate. The final line multiplies completed sales by your fee, which is 15 percent of our success fee at the sale price you chose. Every rate is a slider. Move it and the outputs above update immediately.
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Stage 1. Valuation reports started. A business owner types their website address in1200 a year
This is the moment a referral is created and logged to you. 10,000 people a month multiplied by 1.0 percent.
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Stage 2. Owners worth acting on300 a year
Valuations started multiplied by 25 percent, the share large enough for us to act on.
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Stage 3. Discovery calls90 a year
Qualified owners multiplied by 30 percent, the share who take a call.
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Stage 4. Mandates signed23 a year
Discovery calls multiplied by 25 percent, the share who sign with us.
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Stage 5. Completed sales, and your fee11 a year
Mandates multiplied by 50 percent. Each completion pays you £30k, which is 15 percent of our success fee at £5.0m. The band shown is 0.6 to 1.5 times that midpoint.
These are our own conservative defaults. If your audience behaves differently, set the rates you believe and read the outputs again.
Illustrative only. Not a forecast, a projection or a guarantee of income. Referral fees are payable solely on completed transactions under the written referral agreement.
What does the business owner receive, and what does it cost them?
A website visitor who uses the tool receives three documents and pays nothing. To build the same thing the traditional way, an owner would normally have to appoint several firms separately: a corporate finance house for the valuation, a consultancy for the improvement plan and an accountant for the diligence review. That typically runs to 3,000 to 10,000 pounds. Here it is one report, prepared by our M&A team, at no cost, and it is strictly confidential and never shown to a buyer without the owner's permission.
A detailed valuation of their business today
A defensible value range built from their own figures, their filed accounts and comparable transactions in their sector. Not a multiple pulled off a table.
A 24-month growth and improvement plan to increase that valuation
Which levers move the valuation and the metrics a buyer actually tests, by how much, and in what order. Practical actions with owners named against them, not theory.
A 30-factor scorecard on the business
Every factor an acquirer will test, scored and commented on, from customer concentration to key person dependency.
Cost to the website visitor: nothing. Cost to you: nothing. See it for yourself on the valuation tool.
Free for your client. You take 15 percent of our fee.
Our indicative sell-side success fee scale runs from 1 million to 100 million of enterprise value. The fee is a percentage of the total enterprise value, paid on completion out of the sale proceeds. Your share is carved out of our fee.
| Enterprise value of the sale | Our success fee | Your share (15%) |
|---|---|---|
| £1.0m | £50k | £8k |
| £3.0m | £125k | £19k |
| £5.0m | £200k | £30k |
| £10m | £350k | £53k |
| £20m | £600k | £90k |
| £50m | £1.1m | £165k |
| £100m | £1.6m | £240k |
One referred owner selling at £5.0m pays you £30k. Paid by bank transfer on completion, under a written referral agreement.
“What is the cost and the process for our client, the business owner?”
The valuation, the 24-month improvement plan and the 30-factor scorecard cost the owner nothing. Not a deposit, not a retainer, not a subscription. They enter their website address, answer a short set of questions, and our M&A team prepares the report. That is the whole process and the whole cost.
“And for the website visitors who come from our site or platform?”
Identical. A website visitor who arrives through your widget is treated exactly the same as one who comes to us directly, and pays exactly the same, which is nothing. The only difference is that the referral is tagged to you.
“When does anybody actually pay you?”
At a later date, if the owner appoints us as their sell-side advisor under a signed mandate and we sell the business, we are paid a success fee on completion. The success fee is a percentage of the total enterprise value of the transaction and it comes out of the sale proceeds. Your 15 percent share is paid out of our fee. It is never an extra charge to the owner and never comes out of their pocket.
“What exactly counts as a referral?”
A referral is created the moment a business owner enters a website address into your widget, or the moment you send us their name by email. That is the start. It is logged to your partner code on our server at that instant, it never expires, and it is not reduced by any of the work we do afterwards.
Delivered in 24 to 48 hours
Included with every report
Payable only on completion
Fees shown are our published scale at each enterprise value and are confirmed in writing before any mandate. Currency shown in pounds, charged in pounds or dollars to match the transaction.
Would you rather just speak to someone?
Pick a time below. 20 minutes with Joe Lewin, who runs the partner programme. No preparation needed.