Refer an Owner | Earn on Completion | DealFlowAgent
Create an owner-consented second outcome for strong companies outside one client mandate.
Embed the Valuation Tool', description:
How we work with your organisation
Accountants, lawyers and other professional service providers, buyers, investors and origination firms each have a dedicated referral approach. Explore the page for your organisation.
Hi [First name], there is a route I think is worth flagging. I know Joe, founder of DealFlowAgent. His team runs a sell-side M&A firm, recently raised VC funding, and specialises in building services businesses like yours. They use AI automations to help owners tidy up operations and lift margins before a sale. We are not going to take this further on the buy side because of our thesis, but you have built a strong business and deserve a proper process when you decide to sell. Best first step is a quick confidential call with Joe, no cost. Want me to introduce you, or book here: https://calendly.com/joe-dealflowagent/meetingjoe
Both templates suggest a short confidential call with Joe as the first step. Open one straight into an email draft, or copy it. You're on 20% if you add us to the thread.
Keep it simple. The intro matters more than the wording.
We do not circumvent you', body:
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.
Referral programmes fail when the introducer gets cut out. Four commitments, all of them contractual.
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.
Cap table tidying, share issues and shareholder agreements come up repeatedly in the scorecard. Where you offer it, that work goes back to you.
We work alongside accountants, lawyers, tax advisers and other professional service providers. You retain your client relationship while we lead the sale process.
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.
How we work with advisory firms
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.
PE Fund Managers & Acquirers
You speak to hundreds of business owners a year. The ones outside your mandate still deserve a great outcome. We'll handle them with the same discretion you'd expect.
Your clients trust your judgement. When they're ready to sell, we want to be the firm you're comfortable recommending.
Founders & Operators', copy: "You know other business owners. If someone in your network is thinking about their next chapter, an introduction takes five minutes.", href:
We run the process', description:
15-20% of our success fee.
Five- to six-figures per deal, typically paid in ~4 months.
Paid upon completion, no fee until we collect
18-month attribution window. Most M&A advisors pay 0%, 5% or 10%. If anyone quotes you higher, tell us, we'll match it.
You forward a name and step back. A link, a casual mention, a post they saw because of you. Still attributed, still paid.
Internally we call this an
. e.g. forwarding our page to an owner in your portfolio review.
A personal introduction, WhatsApp, email, or group call. You stay involved until Joe is on the line.
. e.g. “Joe, meet Sarah, she's exploring options.”
You sign the Referral Partner Agreement before or alongside your introduction. It records you as the introducer.
When the sale completes and our success fee is received, we tell you the amount due.
You raise an invoice to DealFlowAgent for your share. We pay it against the agreement.
Many introducers feel awkward about being paid for recommending a friend or client. You do not need to ask us anything uncomfortable: the terms are written down, nothing is due from anyone until completion, and the owner never pays you. You can tell the owner about the arrangement, or donate the fee, entirely as you prefer.
Read the Referral Partner Agreement
Questions on terms? Ask Joe
Why we can afford to pay this
Our process is lean, our close rate is high, and our buyer network is already mapped. Less time per deal means more upside to share with the people who send us warm intros.
US introductions run through our US programme. Contact us for terms. Full fee schedule sits inside the
Live in five minutes', body:
Works on every platform', body:
Accountants, bookkeepers, wealth advisers, newsletters and trade bodies host the tool under their own brand. Your visitors get a real written valuation report. You are paid a share of our success fee when a referral completes.
Your live code, with your firm name and theme, is issued when you join. There is a Send to IT option if someone else looks after your website.
See the widget and get your code
Early Uber, SpaceX & Canva investors
The founder, in his own words
Introduced through a founders’ network after the JamPot sale. Our sector specialist, Sidd, led the mandate and negotiated the cash element to double the amount first offered.
Over the past four years we have advised on 22 completed transactions. Each entry states the target, the acquirer, the consideration basis and the process. DealFlowAgent acted as sell-side adviser on every mandate listed.
Includes full sell-side mandates and introductions of the buyer who went on to acquire the business.
Referral-led mandate, introduced by a former client
How do I make an introduction?
However works best for you. A WhatsApp message, a quick email intro, or just mentioning us in conversation. There's no formal process, we keep it simple.
What's the difference between 15% and 20%?
If you make a direct, personal introduction, connecting us specifically to someone you know, you earn 20% of our success fee. If someone finds us through your content, a conversation you had, or a mention in a group, that's 15%. Both are paid when the deal closes.
How much could I realistically earn?
On a typical engagement, a referral fee is worth £15,000-£50,000 depending on deal size. We'll always be transparent about the number before you commit to anything.
How long until I get paid?
You get paid when the deal closes. Most deals close within 12 weeks of us meeting the business owner.
What if they don't sell?", answer:
Is there a limit to how many introductions I can make?
No. Refer as many business owners as you want. Some of our best partners refer multiple businesses a year.
What sectors do you work with?
We specialise in property services, healthcare, IT, and professional services, but we're happy to speak with profitable businesses in other sectors too. Revenue between £1M-£100M is our sweet spot, with operations in the UK, Europe, or globally.
Have more questions? Book a call and we'll walk you through everything.
Most of our best referral partners started with a single conversation. Book 20 minutes with Joe, no commitment, no pitch. Just a chance to ask everything you need to.
Book a 30-minute discovery call
Prefer to message first? WhatsApp Joe directly.
UK or United States only', body:
You must already know the owner
A referral is an introduction between two people who already know each other. Sending us a name you found online, or a contact you have never spoken to, is not a referral and will not be treated as one.
No outbound campaigns in our name
Do not run cold email, cold LinkedIn or mass messaging to source referrals. Do not describe yourself as acting for DealFlowAgent, and do not use our name in outbound messaging. This protects the owner, your reputation and ours.
Accountancy, legal, tax, wealth management and recruitment firms may introduce clients where their own professional and confidentiality obligations allow it. Ask the client first. Nothing here overrides your duties to them.
Business owners talk to us because the introduction came from someone they trust. Four rules keep it that way.
Referrals made outside these rules are declined and no fee is payable. We would rather lose an introduction than have an owner receive a message they did not want.
Pre-empts how corporate acquirers and private equity analysts will test your working capital, gross margins and customer concentration.
Calculates defensible add-backs, from director compensation adjustments to non-recurring professional fees and personal motor costs, backed by source documentation.
Drafts anonymous teasers and full information memorandums to tier-one corporate finance standards.
A valuation that holds firm
You enter negotiations with an unvarnished, defensible valuation bridge. Buyers cannot exploit messy accounting to chip your price.
More time on buyers, less on spreadsheets
Duncan and our sector specialists do not spend 40 hours building models in spreadsheets. They spend that time qualifying buyer intent, rehearsing your management presentation and running competitive tension between bidders.
Checks statutory books, director filings and sector accreditations, including BAFE, NSI, WRAS and ISO, to ensure zero lapses.
Flags contractor IR35 exposures, intellectual property assignment gaps and key-person bottlenecks before a buyer uncovers them.
Monitors counterparty document engagement, flagging to the partners exactly which chapters and files a buyer\u2019s legal team is scrutinising.
No surprises once a buyer is in diligence
Diligence skeletons are resolved in private before go-to-market. When exclusivity begins, the buyer finds a clean, audit-ready data room, leaving zero room for renegotiation.
Partners focused on terms and cash at completion
Joe and our legal advisers are not chasing administrative paperwork. They focus exclusively on commercial deal structure, share purchase agreement warranties and securing maximum cash at completion.
A senior M&A bench, plus a sector specialist recruited for your industry on every deal.
Director of M&A, ICAEW Chartered Accountant
Senior advisers who work with us on specific mandates.
Industry Partner, Hiring and Leadership
Nick leads FM Talent Partners, the facilities management and real estate leadership search firm, and is a leading specialist in building services and FM management talent. He partners with DealFlowAgent on two-way referrals: helping business owners and acquirers fill the key roles that decide whether a business is sellable, and introducing owners who are thinking about their next chapter to a team that knows their industry and their market. Key-person dependency is one of the two most common reasons a sale collapses, and Nick fixes it at source.
For every engagement we add a sector specialist from your industry to the core team: a 15-25 year operator or advisor with direct relationships in your niche. Recruited per deal so you get the right fit, not a generalist.
Each mandate has a named DealFlowAgent adviser as the point of contact, supported by a sector specialist.
Richard and Sally are internal software tools. They prepare materials, check numbers and review documents for the adviser who leads your sale.
Richard and Sally never contact clients, never message buyers, and never release documents.
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Where DealFlowAgent has been featured or exhibited. These are often where we meet business owners, acquirers and future team members. Featured commentary only; no commercial affiliation.
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Buyers that have self-registered and held a qualification call with our Deal Origination Manager.
Anonymised. Full buyer dossiers shared only with matched sellers under NDA.