DealFlowAgent
    I'm a buyer
    For PE Funds, Search Funds & Strategics

    Earn £/$5K–£250K by referring business owners to a specialist sell-side advisor

    VC-backed sell-side M&A advisory for building services, facilities management and healthcare.

    When a high-quality owner doesn't fit your buy-side mandate, refer them and we'll pay you a meaningful share of our success fee.

    The compounding loop

    1

    Phase 1

    You refer

    Owners you've passed on. Warm intro.

    2

    ·

    We run the process

    Specialist sell-side. 16–20 weeks.

    3

    Phase 2

    You earn

    15–20% of our success fee, paid on close.

    22

    Completed exits

    £1m–£100m

    Revenue range we specialise in

    16–20 wks

    Typical close

    Compensation

    You earn 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% on referral introductions. Our 15–20% share is written into the Referral Partner Agreement, per deal, in advance.

    Quiet intro, 15%

    15%

    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 ambient referral. e.g. forwarding our page to an owner in your portfolio review.

    Hands-on intro, 20%

    20%

    A personal introduction, WhatsApp, email, or group call. You stay involved until Joe is on the line.

    Internally a direct referral. e.g. “Joe, meet Sarah, she's exploring options.”

    Deal size Your 15% (Ambient) Your 20% (Direct)
    £1m £7,500 £10,000
    £5m £30,000 £40,000
    £10m £52,500 £70,000
    £20m £90,000 £120,000
    £50m £165,000 £220,000
    £100m £240,000 £320,000

    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 & UK

    US deals work identically, calculated in USD. Full fee schedule sits inside the Referral Partner Agreement.

    How it works

    Video walkthrough from Joe, founder of DealFlowAgent

    How the referral programme works, who it pays, and why warm intros from people like you account for most of our closed deals.

    Joe Lewin, founder of DealFlowAgent, recorded walkthrough of the partner programme.

    Industry Publications & Events

    Industry publications and events where DealFlowAgent has either been featured in or exhibited at. It is often where we build relationships with business owners, business buyers, and team members.

    The opportunity

    You likely acquire 1–20 businesses a year.But you probably evaluate over 500.

    Most companies you see, you reject outright. They are not high-quality assets for any buyer. A meaningful share of the rest are still high-quality businesses worth referring to a specialist sell-side M&A advisor who can help the owner sell properly. That middle band is who this programme is for.

    0500 companies evaluated
    5
    300
    100
    95

    5

    5 acquired

    Deals you close in a typical year, anywhere from 1 to 20.

    300

    300 on the watchlist

    Businesses you may consider acquiring later, in 6 to 36 months, and that you want to maintain close relationships with.

    Your opportunity

    100

    100 high-quality, worth referring

    Still excellent businesses. Wrong mandate, wrong timing, wrong sector, or wrong size for you. Refer them to us.

    Do not refer

    95

    95 low-quality

    Do not clear the sellability bar. Do not refer.

    What separates the 100 from the 95

    We apply the same quality bar you do. If the business clears this, it is worth referring.

    High quality, worth referring

    Clears the bar

    • ✓Revenue £1m – £100m
    • ✓Profitable at 10%+ EBITDA margin
    • ✓Stable or plateaued growth
    • ✓Recurring or predictable repeat revenue
    • ✓Management competent enough to run it today
    • ✓Building Services, Facility Management, Healthcare, Other B2B services, Mission-critical SaaS

    Low quality, do not refer

    Skip it

    • ×Loss-making
    • ×Revenue under £1m
    • ×Less than 5% recurring revenue
    • ×Unpredictable month-to-month revenue
    • ×Unmotivated or unreliable management
    • ×Does not clear the basic sellability bar
    Kaya Kesici, Referral Partnerships at DealFlowAgent

    Your point of contact

    Kaya Kesici

    Referral Partnerships

    Our team has previously worked at Ranger Fire & Security and Complete Group — so we know these sectors, the owners, and the buyers from the inside.

    Who we are & why trust us

    We're specialists.

    The reason a referral to us converts, and pays, is that we have built density: relationships, brand, buyers, and research, all inside the niches we cover.

    01

    Pure specialists, not generalists

    Most M&A advisory firms cover everything. We only do home services, healthcare, and adjacent essential B2B niches. That focus is the entire point.

    02

    VC-backed, reinvesting in the niche

    Institutional capital lets us go deeper than a boutique can, better research, better tooling, better buyer mapping inside the sectors we cover.

    03

    We build the brand owners trust

    We sponsor and exhibit at industry events, run magazine features, and speak at conferences in our verticals. Owners often know our name before the intro happens.

    04

    A buyer network built for this

    13,000+ acquirers who have manually signed up to DealFlowAgent and shared their own search criteria, mapped by sub-sector. Not a scraped list — self-declared, working demand for the niches we sell in.

    Deep specialism

    The sectors we actually sell in.

    Three pillars: Building Services (including Fire & Life Safety), Facilities Management, and Healthcare. Inside each, a focused set of sub-niches where we have buyer relationships, comparable transaction data, and sector-trained advisors.

    Facilities Management

    7 niches

    Recurring-service businesses keeping buildings, sites and estates running. Reliable cashflow, sticky contracts, very buyable.

    Healthcare

    15 niches

    Specialist clinics and care models with predictable demand. Active buy-side mandates from healthcare platforms, family offices, and PE.

    Adjacent B2B services occasionally, ask Joe before referring outside these three pillars.

    Fix Radio logo×DealFlowAgent logoEndorsement
    “We are thrilled to partner with DealFlowAgent to bring TradeExit.co.uk to our listeners. Our audience consists of hardworking professionals who have spent decades building their businesses. Providing them with a trusted, specialist pathway to a successful exit aligns perfectly with our commitment to supporting the trades community.”

    Louis Timpany · Founder and CEO of Fix Radio

    Partner voices

    From the buyers already in the network.

    “I've known Joe for four years and I'm one of the shareholders backing what he's building. He's honourable, a true gentleman, and what's coming in Building Services, Facilities Management, and Healthcare M&A is genuinely exciting. I've spent thirty years building my network, and when an owner I'm speaking with starts exploring a sale, I make a warm intro to Joe and the team so we can work the process together.”
    James Duboullay, Shareholder & Senior M&A Advisor at DealFlowAgent

    James Duboullay

    Shareholder & Senior M&A Advisor

    More partner voices

    We're recording additional partner quotes through summer 2026. If you've referred and would like to be featured here, email joe@dealflowagent.com.

    Relationship network

    Highlighted buyers already in the DealFlowAgent network.

    PE funds, rollup aggregators, strategic corp dev teams and fire & security consolidators who have registered, taken the call, and shared their acquisition criteria with our team.

    On 16 July we reached out to a selection of these acquirers for their independent view on how this referral programme works in practice. Their quotes will surface here through late July, unedited, with each buyer's permission.

    Buyer perspectives — unveiling late July 2026

    Benefits for each party

    What are the benefits for each party: you, the business owner, and DealFlowAgent?

    For the business owner

    A proper sale process, run by people who know their sector

    • ✓A discreet, well-run sale process built around their sector
    • ✓First-look access to acquirers already mapped to their sub-sector
    • ✓A clear pricing conversation up-front, no surprises
    • ✓Pre-mapped buyers mean shorter time to offers and a cleaner close

    For you (the business buyer making the referral)

    Near-term revenue, stronger network, better future deal flow

    • ✓You help the owner you are speaking to access a highly specialised M&A advisor for their sector, so they can sell their company for the best deal possible.
    • ✓You earn anywhere from £5k to £250k on a single introduction, near-term revenue while you keep searching for businesses to buy.
    • ✓You build a closer working relationship with DealFlowAgent as a sell-side advisor. We help you, you help us, and over time that means earlier, warmer access to companies that match your search criteria and valuation thresholds.

    For us

    Warm deal flow from people who already know the owner

    • ✓Higher conversion than cold outbound, owners arrive pre-trusted
    • ✓Lets us reinvest in research, buyer mapping, and sector density
    • ✓Strengthens the network of buyers, advisors, and operators we run with
    • ✓Every referral is non-exclusive, no risk to your own deal flow
    Two paths

    What if the owner already has an advisor?

    Either way, there's a path — and a commission — for both scenarios.

    Path A

    No advisor in place

    We become their end-to-end sell-side. Specialist process, our full buyer network, 16–20 weeks to close.

    You earn 15–20% of our success fee.

    Path B

    Has an advisor, but unhappy

    Common case: slow process, no real buyer relationships, no traction. Refer them anyway. Through our Advisor Partner Programme we plug our buyer network in alongside their existing advisor and take a small share of that advisor's commission.

    You still earn a referral commission.

    How we pitch the owner you refer

    The exact pitch the owner hears, so you know what you're putting your name to.

    DealFlowAgent is a VC-backed M&A advisory firm. We pair industry specialists and senior M&A advisors with custom AI agents so business owners get the highest probability of a successful exit: more offers, higher valuations, and a cleaner end-to-end process.

    We only take on businesses we are confident we can sell, and in most cases acquirers are already lined up before the mandate is signed. That is why an intro from you does not backfire: the owner lands in a process built around buyers who are already interested.

    Our three-phase approach for owners

    Diagnose. Systemise. Sell.

    1

    Phase 1

    Diagnose & systemise

    We help the owner diagnose bottlenecks and inefficiencies in the business, automate processes, and apply systemisation to operating procedures.

    2

    Phase 2

    Build the second brain

    We build the company's second brain so their data becomes queryable and decision-ready, the foundation for institutional-grade diligence.

    3

    Phase 3

    Run the M&A process

    Full advisor-led, end-to-end sell-side process. The owner gets a customised portal with full visibility, and a dedicated AI deal concierge trained on their data supports the advisors throughout.

    Still very much an advisor-led M&A process, supercharged by custom AI agents trained and optimised for each client.

    Phase 01

    Know Where You Stand

    Start with your free valuation and value drivers report. It takes a few minutes, your data is strictly confidential, and it is never shared with buyers or anyone else.

    You then have a confidential discovery call with an expert adviser, a grounded conversation about:

    • Your vision for the business and for yourself
    • Your interests outside the day to day
    • Your indicative timeline
    • Your personal goals after an exit

    From there we walk through your valuation, the key factors that could move it, and the options open to you.

    Phase 02

    Build the Value

    As light or as hands-on as you want it. A monthly check-in on how the month went and what could improve, or a half or full day with you and your directors at your office, plant or warehouse. We work through the factors our exit readiness scorecard measures, across people, operations, systems and processes, and the quick wins alone can materially move your valuation.

    The patterns below come up again and again in founder-led businesses. Each one is fixable.

    The common problem
    How we fix it

    Key person dependency

    Pricing, relationships and know-how walk out of the door with you. Buyers price that risk into their offer.

    Systemise the business around you

    Documented processes, a proper CRM, and AI agents that capture tasks from your inbox and meetings so nothing lives in your head.

    Margin leaks you cannot see

    Time, materials and margin slip quietly on live jobs, and by the time the accounts show it, the money is gone.

    Find and close the leaks

    We surface where margin is being lost, help you fix the cause, and lift profit quality ahead of any process.

    Waiting days for your own numbers

    Financial reports, KPIs and pipeline figures arrive late because someone has to pull them together by hand.

    A live management dashboard

    One dashboard drawing from Xero, QuickBooks or Sage and your CRM: live pipeline, follow-ups and compliance dates, in one place.

    Revenue that is not contracted

    Project work and ad-hoc jobs make cash flow hard to predict and cap the multiple a buyer will pay.

    Convert work into agreements

    Move existing and new clients onto maintenance and inspection agreements. Contracted revenue lifts valuation and cash flow predictability.

    Invisible to new customers

    Organisations search Google and AI answer engines every day for providers in your niche, and find your competitors instead.

    Build an organic growth engine

    Sector-focused search and content work so qualified buyers and customers find you first. Better growth, better story at sale.

    Phase 03

    The M&A Process

    The end to end sale, run step by step. Nothing reaches a buyer until you have approved it.

    1. 1

      Final route-decision call

      We agree whether to launch buyer conversations, pursue a hybrid route, keep preparing, or pause. The decision is evidence-led rather than pushed by advisor momentum.

    2. 2

      Stage one buyer pack and data room

      We build the teaser, the management narrative, the financial bridge and the stage one information pack. You approve the story before any buyer sees it.

      • Confidential teaser and buyer approach note
      • Founder transition and legacy criteria explained clearly
      • FY2025 to FY2026 bridge and key diligence questions prepared
      • Stage one data room organised around buyer confidence
    3. 3

      Selective buyer outreach

      Controlled process

      We approach a curated set of buyers where there is a credible strategic, cultural or structural fit. The aim is buyer tension without creating noise around the business.

      • A targeted buyer list rather than a broad broker blast
      • Senior advisor involvement in live conversations
      • Clear follow-up tracking and feedback after every interaction
    4. 4

      Buyer meetings and feedback

      We qualify interest, prepare you for each meeting and keep a truthful view of buyer behaviour, concerns and seriousness.

    5. 5

      NDA-controlled diligence access

      Buyers receive deeper access only when their interest, fit and seriousness justify it. Information flow stays controlled.

    6. 6

      Indications and offers compared

      We compare price, structure, retained equity, earn-out, role expectations, cultural fit and execution risk side by side rather than chasing the headline number alone.

    7. 7

      Founder decision call

      We sit with you and work through what is actually on the table: what is attractive, what is weak, what needs challenging and where we should push back.

    8. 8

      Negotiation and preferred-party selection

      We drive competitive tension where it exists, challenge weak terms and help select the route that best balances value, legacy and practical deliverability.

    9. 9

      Legal, diligence and completion support

      Led with your solicitors

      We project-manage the advisory workstream alongside your appointed solicitors so diligence, disclosure, legal drafting and buyer communication do not drift.

      • Heads of Terms reviewed and negotiated
      • Diligence Q&A and buyer requests tracked
      • Warranties, indemnities and liability caps challenged with legal counsel
      • Completion mechanics, conditions and timelines kept visible
    10. 10

      Completion day

      Month 3, 4 or 5

      Signing, funds flow and the announcement. We handle press and completion-day communication with you, your team and the buyer.

    Throughout, you are looked after by a dedicated core advisory team and industry specialists, with AI agents working beneath the advisers the way analysts and associates support a deal team. The top-tier banks reserve that bench strength for companies above £100 million in revenue. We bring it to yours.

    Six months or three years away from a sale, both are free and there is no obligation to proceed.

    Average duration: around four months from engagement to completion.

    Your name stays out of it unless you want it in. We never reference your firm in buyer-facing materials without written permission. We work to your standards on owner experience, and if a deal starts going off track, you hear it from us before anyone else.

    How we deliver these results for business owners

    The six factors that decide the outcome.

    Tap any row to see how we compare to going it alone or using a traditional broker, and how that translates into a better outcome for the owner you refer.

    The Sale Process

    Here's how we deliver these results

    Six factors that outperform a generalist broker. Each one delivers a measurable result — see the right-hand column.

    Factor
    On your own
    Generalist broker
    DealFlowAgent
    Results
    • 1
      1
      Buyer relationship intelligence
      On your own
      Personal contacts
      Limited to people you already know.
      Generalist broker
      Static spreadsheet
      Old contact lists, little real intent data.
      DealFlowAgent
      Living relationship graph
      Live intelligence on every active acquirer.
      Results
      Multiple credible offers — so you can choose the buyer who protects your legacy and team
      Personal contacts
      Limited to people you already know.
      Static spreadsheet
      Old contact lists, little real intent data.
      Living relationship graph
      Live intelligence on every active acquirer.
      Multiple credible offers — so you can choose the buyer who protects your legacy and team
    • 2
      2
      Sector specialism
      On your own
      None
      First sale process you've ever run.
      Generalist broker
      Generalist
      Same playbook across every industry.
      DealFlowAgent
      Building services & healthcare only
      Specialist advisors. Sector-specific buyer pool.
      Results
      Buyers who already understand your business — and pay fairly for what you've built
      None
      First sale process you've ever run.
      Generalist
      Same playbook across every industry.
      Building services & healthcare only
      Specialist advisors. Sector-specific buyer pool.
      Buyers who already understand your business — and pay fairly for what you've built
    • 3
      3
      Brand credibility with buyers
      On your own
      None
      Buyers receive a cold, unknown approach.
      Generalist broker
      Variable
      Local broker name, limited buyer recognition.
      DealFlowAgent
      Institutionally backed, magazine presence
      Buyers already know us before we call.
      Results
      Serious, well-funded buyers take the meeting — no tyre-kickers or time-wasters
      None
      Buyers receive a cold, unknown approach.
      Variable
      Local broker name, limited buyer recognition.
      Institutionally backed, magazine presence
      Buyers already know us before we call.
      Serious, well-funded buyers take the meeting — no tyre-kickers or time-wasters
    • 4
      4
      Outreach and engagement
      On your own
      Email only
      One channel, low response, easy to ignore.
      Generalist broker
      Email
      Templated blasts, little personalisation.
      DealFlowAgent
      Email, LinkedIn, phone, WhatsApp
      Multi-channel, personalised, scored for intent.
      Results
      A real competitive process in weeks, not a single take-it-or-leave-it offer
      Email only
      One channel, low response, easy to ignore.
      Email
      Templated blasts, little personalisation.
      Email, LinkedIn, phone, WhatsApp
      Multi-channel, personalised, scored for intent.
      A real competitive process in weeks, not a single take-it-or-leave-it offer
    • 5
      5
      Pre-sale value uplift
      On your own
      None
      No structured prep before going to market.
      Generalist broker
      None
      Brokers list as-is. No EBITDA work.
      DealFlowAgent
      0.5x to 2x EBITDA via AI systems
      Optional. Lifts EBITDA before any buyer looks.
      Results
      A stronger, less owner-dependent business that commands a premium multiple
      None
      No structured prep before going to market.
      None
      Brokers list as-is. No EBITDA work.
      0.5x to 2x EBITDA via AI systems
      Optional. Lifts EBITDA before any buyer looks.
      A stronger, less owner-dependent business that commands a premium multiple
    • 6
      6
      Negotiation and close
      On your own
      DIY, single offer
      No leverage. First offer often the only one.
      Generalist broker
      Sometimes contested
      Limited bidders, weaker competitive tension.
      DealFlowAgent
      Multiple offers, expert negotiators
      Parallel bidders, twenty-plus closes of experience.
      Results
      Final 5–10% on price, cleaner terms, and protections for your staff and earn-out
      DIY, single offer
      No leverage. First offer often the only one.
      Sometimes contested
      Limited bidders, weaker competitive tension.
      Multiple offers, expert negotiators
      Parallel bidders, twenty-plus closes of experience.
      Final 5–10% on price, cleaner terms, and protections for your staff and earn-out

    Compounded, these six factors translate into the outcomes below.

    Reframe

    You have already spent time, effort and money on diligence. A referral recovers some of that.

    • ✓You've sunk weeks of calls, financials and judgement into every owner you pass on. A warm intro turns that work into a paid outcome.
    • ✓Buy-side mandates take 6–24 months to produce revenue. Referrals pay while you keep searching.
    • ✓If you'd rather, we can apply a small discount to our success fee, passing some of the benefit through to the owner you introduced.
    How it works

    How to become a referral partner.

    The full path from first call to your first commission cheque. No surprises.

    1. 1

      Book a 30-minute call with Joe, founder of DealFlowAgent

      30 minutes. We confirm the kinds of owners you see, the niches that fit, and how the partnership would work in practice. If you've already booked the call, move straight on to Step 2.

      Book the 30-minute call
    2. 2

      Review, sign and return the Referral Partner Agreement

      Please review the document, create a copy, sign it, and send it back to hello@dealflowagent.com. Short, human, commercially clean: 14-day payment, 18-month attribution, non-exclusive, non-circumvention.

      Read the Referral Partner Agreement
    3. 3

      Receive your partner pack

      Automated email plus a private partner page with email and WhatsApp templates you can save, one to suggest a specialist to the owner, one to make the warm introduction to Joe.

    4. 4

      We meet the owner

      One or two intro calls to understand the business, qualify fit, and walk them through our three-phase process: (1) onboarding and diagnostic review, (2) building their company's second brain, (3) the M&A process for when they're ready to sell. You stay in the loop or stay out, your call.

    5. 5

      They sign with us

      Typical engagement carries a small retainer of £5,000–£6,000. Your 20% share of that, £1,000–£1,200, is paid within 14 days of kick-off. The bulk of your fee is paid on completion.

    6. 6

      We run the sale

      Typically around four months on average from engagement to completion. You get clean updates at the milestones that matter; nothing in between to manage.

    7. 7

      Deal completes, funds land

      Within 14 days of our success fee landing, we ask you to raise a simple invoice, paid to you personally or to your company, your choice.

    8. 8

      You get paid, transparently, in writing, on time

      Funds land in your account within 14 days of our success fee clearing. You see the deal value, the success fee, and your share, no opaque deductions, no surprise discounts. The same audited process every partner is on, and the agreement makes the obligation contractually binding.

    Cycle repeats. Win-win for the owner, you, and us. Questions before you book? referrals@dealflowagent.com

    The ask

    Three ways to make a referral. Quick, discreet, professional.

    Choose the route that suits you. We respond within 24 hours, handle the owner properly, and keep you informed without creating noise.

    Confidential by default, we never name you to the owner or buyer without your written permission.

    Book a 30-min intro call

    Fastest way if you would rather talk than type. Joe has slots today and tomorrow.

    Loading calendar…

    WhatsApp Joe

    Lowest friction, drop the owner's name and a line of context. Joe replies inside 2 hours during UK and US business hours.

    Open WhatsApp

    Prefer to do it as a group chat? Open the WhatsApp link above, send the message, then tap the contact name at the top of the chat and create a new group with the owner. Rename it something neutral like “Intro: [Owner first name] ↔ Joe (DealFlowAgent)”. Keeps it discreet and shows the intro came from you personally.

    Email intro

    Use your own inbox. Copy the template, paste it in, add the owner on the To line, send.

    Subject: Quick intro, [Owner first name], this is Joe @ DealFlowAgent

Hi [Owner first name],

Thanks again for the time the other week, really appreciated learning about the business.

As you know our mandate didn't line up this time, but you've built something that genuinely deserves a proper sale process when you're ready. Joe (copied) runs DealFlowAgent, specialist sell-side M&A advisors for businesses in your space. Tight, institutional-quality process, typically 16–20 weeks end to end. Their team has completed 22 exits, most in essential services and healthcare.

No obligation, just a conversation. I'll let you two take it from here.

Joe, [Owner first name] runs [company], doing roughly [£X] revenue in [sector]. They're open to a conversation about what a sale process would look like. Over to you both.
    Or email Joe directly
    Resources & agreement

    Templates, agreement, and the paper. All in one place.

    Short, human, commercially clean: 14-day payment, 18-month attribution, non-exclusive, non-circumvention, no fee until we collect.

    FAQ

    Honest answers to the questions partners actually ask.

    Isn't it awkward to take money for an intro?+

    It would be, if it were a finder's fee on a stranger. It isn't. By the time you pass on a business, you've spent weeks or months on calls, financials, and judgement work. A referral fee is fair compensation for that diligence. The owner gets a better outcome with us than they would self-navigating; you get paid for the relationship you've already built. That's a clean trade, not a kickback.

    What if I'd rather pass the saving to the owner?+

    You can. On request, we apply a small discount to our success fee so the owner sees a direct benefit from your introduction. Double win: you get the rest of your commission, the owner gets a better net outcome, and the referral story stays clean.

    How long until I actually see revenue?+

    Honest answer: 6–24 months to build density. First fee usually lands in months 4–9 once an early referral closes. Buy-side mandates take that long anyway, referrals fund the search while you wait for your own deal.

    Will the owner know I'm being paid?+

    Your choice. The default is full discretion, we never mention your firm in owner-facing or buyer-facing materials. If you prefer full disclosure (many partners do, it's the cleanest path), we provide template language and you tell the owner directly. Either way works.

    Can I still acquire one of the businesses I refer?+

    Yes, that's Phase 2 of the partnership. We flag sub-sector fit and give referring partners first look once the seller is process-ready. You earn the referral fee on the intro and, if the fit is there, acquire the business yourself once we've polished it.

    What if the owner already has an advisor?+

    Refer them anyway. Through our Advisor Partner Programme we plug our buyer network in alongside the existing advisor and share commission. You still get paid.

    Your protection

    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.

    Two-way referral

    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.

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