Your users spend decades building the business. Most of them will only sell it once.

A referral partnership for field service management, payments, invoicing and AI-native platforms serving building services, facilities management and healthcare operators. Host our free valuation tool on your site, keep the customer relationship entirely, and earn 15 to 20 percent of our success fee when one of your users sells.

Consolidators are already approaching the owners on your platform. Almost none of them are prepared.

Private equity backed groups and trade acquirers are buying in exactly the sectors your customers operate in. The approach usually arrives cold, unsolicited, and to an owner with no adviser, no valuation and no idea whether the number in front of them is fair.

For a platform, that owner selling is a churn event with no answer attached. For the owner, an unadvised sale is often the single worst financial decision of their working life.

Giving them a free written valuation costs you a line of code. It gives an owner who is quietly thinking about an exit somewhere sensible to start, and it puts your platform in the conversation at the exact moment it matters most.

Direct introduction

20%

Your customer success or partnerships team introduces an owner to us by name. Highest rate, because the owner arrives warm and already trusts the recommendation.

Ambient referral

15%

An owner reaches us through the valuation tool embedded on your site, with nobody on your team lifting a finger. Still your referral, still paid to you.

Something to give customers who are exiting.

Every platform serving trade and healthcare operators loses accounts to a sale. Instead of a churn event with no answer, the owner gets a written valuation and a competent process, and you stay useful right to the end.

Content we write, you own.

Valuation and exit planning material for your customer base, researched against real transactions in the sectors your customers work in. It runs under your brand on your domain, and we do not publish a competing version.

Introductions the other way.

Owners we advise are running the same operational stack decisions as your prospects. Where a partner platform is the right fit we say so, and consolidators buying in your sectors are frequently standardising a whole group onto one system.

Confirmed in writing.

Every introduction is confirmed back to you by email within 24 hours and logged against your firm.

18-month attribution.

Your introduction is attributed to you for 18 months, whether or not you have signed the Referral Agreement at the time you make it.

You stay in control.

We never contact a business owner you have flagged until you tell us to.

A contract you can read right now.

Fees are paid on completion under the written Referral Agreement, published in full below. No surprises at the finish line.

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.

Three steps, from first call to first introduction.

Start here

Book a 30 minute confidential discovery call.

Held with our partners desk. Covers economics, attribution, sector fit and the Referral Agreement. No obligation to proceed.

Can your firm accept this fee? Yes. Here is how.

Regulated professionals can receive referral fees with informed client consent and written disclosure. Most firms use one of three routes. Route one: an advance consent paragraph in your engagement letter stating the likely fee range. Route two: a specific consent letter per referral, signed before the introduction proceeds. Route three: rebate the fee to your client, or waive it entirely, and refer because the outcome is right. We provide the client consent and disclosure templates for all three routes, compatible with RQ, the referral platform ICAEW offers its members. Growth and hiring agencies without a professional conduct framework can skip this section entirely.