---
title: "Platform Referral Partnership | Valuation Tool | DFA"
description: "For software platforms serving trade and healthcare owners. Host our free valuation tool, keep the customer, and share our fee when a user sells."
lang: en
json-ld: |
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          "name": "Duncan Moore",
          "givenName": "Duncan",
          "familyName": "Moore",
          "jobTitle": "M&A Deal Lead",
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        "@type": "SearchAction",
        "target": {
          "@type": "EntryPoint",
          "urlTemplate": "https://www.dealflowagent.com/blog?q={search_term_string}"
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        "query-input": "required name=search_term_string"
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      "inLanguage": "en"
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          "@type": "Question",
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          }
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        {
          "@type": "Question",
          "name": "What data do you get about our users?",
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            "@type": "Answer",
            "text": "Only what the owner types into the valuation tool themselves: their website, their sector and their own figures. We receive no export, no API access and no customer list from you."
          }
        },
        {
          "@type": "Question",
          "name": "Who owns the relationship afterwards?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "You do. We are engaged on the sale, and we are copied to you on request throughout. When the transaction closes we are finished, and the owner remains your customer for as long as they trade."
          }
        },
        {
          "@type": "Question",
          "name": "How is a referral attributed to us?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Your partner code is baked into the embed snippet and into any link we give you. Every enquiry carrying that code is tagged to the platform for an 18 month window, and the tag survives the owner leaving and coming back."
          }
        },
        {
          "@type": "Question",
          "name": "Can the tool be white-labelled?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "It can be themed to your palette and typography and introduced as a benefit of your platform. The report itself carries our name, because the advice and the liability are ours."
          }
        },
        {
          "@type": "Question",
          "name": "What paperwork is involved?",
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            "@type": "Answer",
            "text": "A short written referral agreement setting out the fee share, attribution window and non circumvention, plus a mutual NDA. We are equally happy to sign your standard partner agreement."
          }
        },
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          "@type": "Question",
          "name": "What if only a handful of our customers ever sell?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "That is usually the case, and it is still worth doing. A platform with several thousand owners on it typically has dozens approaching a sale in any year, and a single completion pays more than most partnership programmes return in total."
          }
        }
      ]
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          "name": "Referral Programme",
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        },
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          "name": "Platform Referral",
          "item": "https://www.dealflowagent.com/referral/platforms"
        }
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  ]
---

DealFlowAgent named Company of the Month by Building & Facility News. 

[![DealFlowAgent](/assets/dealflowagent-logo-white-BtiUZq_y.webp)](/)

Sectors

Refer an Owner

[Valuation Guides](/valuation/guides)[Exit Planning](/exit-planning)[Blog](/blog)Book a Call[Careers](/careers)

[🇬🇧 +44 20 7293 0327](tel:+442072930327)| [🇺🇸 +1 (447) 837-9720](tel:+14478379720)

[Whatsapp](https://wa.me/442072930327)[I'm an Owner](/valuation)[I'm a Buyer](/buyside)

[I'm a buyer](/buyside)[](https://wa.me/442072930327)Book a Call

For Heads of Partnerships at Software Platforms 

# 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.

[Book a 30-minute partnership call](https://calendly.com/joe-dealflowagent/meetingjoe) [See the embed](#widget)[Back to referral hub](/referral)

![DealFlowAgent team at The Fire Safety Event 2026](/assets/02-kRG1SiWh.webp)

Why this matters 

## 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.

What we ask for

One line of script on a page your customers already visit. A resources article works, a page with real traffic works better. No build, no integration work, nothing for your engineering team to maintain afterwards.

What the platform earns

20 percent  of our success fee where you introduce an owner by name, 15 percent  where they come through your embedded tool. That is roughly £10,000 to £240,000  per completed sale, paid to the company within 14 days of completion.

Who owns the user

You do. We do not sell software, we do not market other tools to your customers, and we do not contact your base. A written agreement, a mutual NDA and a non circumvention clause cover every introduction, with no exclusivity and no cost to you.

Embeddable widget 

## Put our free valuation tool on your own website. 

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.

### Live in five minutes

One line of code in your site. No build, no plugin, nothing to maintain afterwards.

### Works on every platform

WordPress, Webflow, Squarespace, Wix, Ghost, Substack, HubSpot, Bubble or plain HTML.

### Attribution built in

Every enquiry through your widget is tagged to your partner code for an 18 month window.

The one line you paste

<script src="https://www.dealflowagent.com/embed/valuation.js"
  data-ref="your-code"
  data-firm="Your Firm Name"
  data-theme="paper" async></script>

Copy the snippet

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.

How it pays you

1.  1 You fill in the short form above and we issue your own partner code straight away, along with a themed snippet. 
2.  2 You paste the snippet where you want the tool to appear, usually in an article or the footer of a client page. 
3.  3 A business owner enters their website address and receives a written valuation and improvement report. 
4.  4 The lead lands with us tagged to you. You are paid 15 percent of our success fee when that sale completes. 

[See the widget and get your code](/partners/valuation-widget)[Read the adviser terms](/referral/advisors)

Where it goes 

## Five placements, in order of what they return. 

Start wherever your team is comfortable. A blog article is a fine first step. A page your customers already use is where the referrals come from.

01 

### A key page with real traffic

Your pricing, features or industry page. The tool sits inline as a free valuation for the owner, framed as a benefit of being on your platform. This is the placement that produces genuine volume.

02 

### The resources or learn hub

A permanent page under your resources section covering what a trade or healthcare business is worth and how owners prepare for an exit. Evergreen, and it earns organic search traffic of its own.

03 

### A dedicated article

One well written piece on valuation and exit planning for your customer base, with the tool embedded in the body. We can supply the draft, researched against real transaction evidence in your customers sectors.

04 

### An in-app tile

A card in your dashboard or business health area offering the owner a free written valuation. Highest intent of any placement, because the owner is already looking at their own numbers.

05 

### The customer newsletter

A single mention with your tracked link. Useful for testing appetite before committing a page, though the effect stops when the send stops.

What the platform is paid

## We pay you 15 to 20 percent  of our success fee, on completion.

On our typical mandates that is a payment of £10,000 to £240,000 for a single customer who goes on to sell. It leaves our account within 14 days of cleared funds, paid to the company against your invoice.

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.

Both are paid under a written referral agreement. No exclusivity, no cost to you, no expiry on a referral once it is logged against your code.

Free to join 

## 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.

Organisation

Your name

Work email

Website

Website built on (optional) Select your website builder or CMS WordPress Webflow Squarespace Wix Shopify HubSpot Bubble Framer Ghost Drupal Custom code / developer-managed Other / not sure

Optional. If you do not know, pick "Other / not sure" and we will work it out with whoever manages your site.

Newsletter platform (optional) Select your newsletter platform (optional) Substack beehiiv Kit (ConvertKit) Mailchimp MailerLite ActiveCampaign HubSpot LinkedIn newsletter We do not send newsletters Other

Only if you send one. Leave it alone if you do not.

What kind of partner are you Accountancy firm Bookkeeping firm Tax planning Wealth management Newsletter or media Trade body or community Consultancy Something else

Who is your audience and network? Clients, customers, a wider following, or a mix of all three.

Write it in your own words. The example in the box changes every few seconds to show the sort of thing that helps us.

Issue my partner code

We never share your client list, and we never contact your clients outside the valuation they requested.

A two-way partnership 

## Not a link swap. A working relationship. 

The fee share is the least interesting part of this for most platforms. What matters is having a credible answer when a customer says they are thinking about selling.

### 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.

## How you know you will be paid. 

### 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.

[Read the Referral Agreement](https://docs.google.com/document/d/1tw3otjX5v1AD0kSfr3LFFyir4Vil-SCaOWs2C2ZhQDw/edit?usp=sharing)

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.

Where we have depth 

## The sectors your customers already work in. 

Before you put us in front of your base, here is exactly where we have buyer relationships, comparable transaction data and sector-trained advisors. Two pillars: essential building services, facilities management, and healthcare.

### Building Services

23 niches 

Essential, recurring-revenue trades plus fire and life safety. Strong buyer demand from search funds, trade strategics, and PE-backed consolidators.

[Fire & Life Safety](/fire-safety)[HVAC](/hvac)[Air Conditioning](/home-services/air-conditioning)[Heat Pumps](/home-services/heat-pumps)[Ventilation](/home-services/ventilation)[Refrigeration](/home-services/commercial-refrigeration)[Plumbing](/home-services/plumbing)[Drainage](/home-services/drainage)[Electricians](/home-services/electricians)[Roofing](/home-services/roofing)[Scaffolding](/home-services/scaffolding)[Electronic Security](/home-services/electronic-security)[CCTV](/home-services/cctv)[Intruder Alarms](/home-services/intruder-alarms)[Alarm Monitoring](/home-services/alarm-monitoring)[Access Control](/home-services/access-control)[Security Guarding](/home-services/security-guarding)[Building Automation](/home-services/building-automation)[Lift Maintenance](/home-services/lift-maintenance)[Asbestos Removal](/home-services/asbestos-removal)[Commercial Doors](/home-services/commercial-doors)[Garage Doors](/home-services/garage-doors)[Commercial Kitchen](/home-services/commercial-kitchen-equipment)

### Facilities Management

7 niches 

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

[Water Hygiene](/home-services/water-hygiene)[Landscaping](/home-services/landscaping)[Cleaning](/cleaning)[Pest Control](/home-services/pest-control)[Waste Management](/home-services/waste-management)[Pools](/home-services/pool)[Energy](/home-services/energy)

### Healthcare

15 niches 

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

[Dental Practices](/healthcare/dental)[Veterinary](/healthcare/veterinary)[Specialist Clinics](/healthcare/clinics)[GP Practices](/healthcare/gp-practices)[Pharmacy](/healthcare/pharmacy)[Optometry](/healthcare/optometry)[Physiotherapy](/healthcare/physiotherapy)[Mental Health](/healthcare/mental-health)[Dermatology](/healthcare/dermatology)[Medispas & Aesthetics](/healthcare/medispas)[Fertility Clinics](/healthcare/fertility-clinics)[Diagnostic Imaging](/healthcare/diagnostic-imaging)[Urgent Care](/healthcare/urgent-care)[Domiciliary Care](/healthcare/domiciliary-care)[Care Homes](/healthcare/care-home)

[HVAC valuation guide](/valuation/hvac-multiples) [Electrical guide](/valuation/electrical-multiples) [Fire safety guide](/valuation/fire-safety-multiples) [Browse all guides](/valuation/guides)

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

How the partnership works 

## Three steps, from first call to first introduction. 

1.  01 
    
    ### Review this page, then book a discovery call.
    
    Read the mandate scope, sector focus and referral economics above. When ready, book a 30 minute confidential call with our partners desk. We answer every question on economics, attribution, timing and process, and address any points on the Referral Agreement.
    
2.  02 
    
    ### Countersign the agreement and start making introductions.
    
    Review and countersign the Referral Agreement and, where required, a mutual NDA. Then introduce us to business owners in your network. A short email, a WhatsApp intro, or a name flagged privately to our team is all it takes. Every introduction is logged against your firm.
    
3.  03 
    
    ### We work with the founder wherever they are in the journey.
    
    Some founders are one to five years from a sale. Others are ready in the near term. We support both. Businesses above 5m in revenue are typically onboarded at no cost. Below 5m, a modest engagement fee applies, in most cases a few thousand pounds, covering our valuation and positioning work. From there we run the end to end process: valuation report, business optimisation where useful, curated buyer outreach, negotiation and completion.
    

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.

[Book a 30-minute discovery call](https://calendly.com/joe-dealflowagent/meetingjoe)[Read the Referral Agreement](https://docs.google.com/document/d/1tw3otjX5v1AD0kSfr3LFFyir4Vil-SCaOWs2C2ZhQDw/edit?usp=sharing)

Fee disclosure, handled 

## 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.

This is a summary of the framework, not legal advice. Your firm's professional obligations govern.

[Request the Partner Pack](mailto:joe@dealflowagent.com?subject=Partner%20Pack%20request)

How we work with platforms 

## Built to sit alongside your product. 

### We do not compete with your product

We are an M&A advisory firm. We do not sell software, we do not resell anyone else’s, and nothing we publish steers your customers toward another platform.

### Your user stays your user

We never market to your base. Contact is limited to the owner who asked for a valuation, on the subject they asked about, and you can be copied on everything.

### One line of code, nothing to maintain

A single script tag, themed to your brand, hosted and updated by us. No API work, no data sync, no roadmap slot required from your engineering team.

### Paid to the company, on completion

15 percent of our success fee on referrals through your embedded tool, 20 percent where your team introduces an owner directly. Invoiced by the platform and settled within 14 days of cleared funds.

Other referral paths 

## Not the right fit? Try another door. 

[

### Buyer / Investor

Recover sunk diligence cost on businesses outside your mandate.

](/referral/buyers)[

### Advisory Firm

Accountants, lawyers, corporate finance, tax and wealth planning, recruitment and growth agencies.

](/referral/advisors)[

### Refer an Owner

A simple introduction for someone in your network thinking about an exit.

](/referral)[

### Embed the Valuation Tool

One line of code on your site. 15 percent of our success fee on completion.

](/partners/valuation-widget)

## Latest announcements

[![Building & Facilities News names DealFlowAgent Company of the Month announcement cover](/assets/company-of-the-month-building-facilities-news-2026-Br7-aO4K.jpg)Company of the Month Building & Facilities News names DealFlowAgent Company of the Month The July 2026 feature on sector specialism, buyer relationships and what actually drives value for owners. ](/blog/company-of-the-month-building-facilities-news-2026)[![Martin Watson joins DealFlowAgent announcement cover](/__l5e/assets-v1/cb678acf-553d-43d7-85f3-82f6c174523b/martin-watson-joins-dealflowagent-cover.png)Senior Industry Advisor Martin Watson joins DealFlowAgent Chair of both the Fire Industry Association and the British Security Industry Association, after three decades in fire and security including Mitie. ](/blog/martin-watson-joins-dealflowagent-fire-security-advisory)[![Nick Barker joins as Industry Partner announcement cover](/__l5e/assets-v1/65c42b7f-b12d-46f7-b4e0-63df6f3383e6/fm-talent-partners-dealflowagent-cover.png)Industry Partner Nick Barker joins as Industry Partner Founder of FM Talent Partners, helping owners close key-person dependency gaps before a sale and connecting buyers with senior operators. ](/blog/valuation-gaps-key-person-dependency-fm-talent-partners)

[![DealFlowAgent](/assets/dealflowagent-logo-white-BtiUZq_y.webp)](/)

Specialist M&A advisory for Building Services, Facilities Management, and Healthcare business owners. Dedicated advisors, systematic buyer research, confidential process.

London HQ  · Battersea Power Station, SW11 8BZ

New York  · Manhattan, NY

### Building Services

-   [Testing, Inspection & Certification](/tic)
-   [Fire Safety & Security](/fire-safety)
-   [HVAC & Heating](/hvac)
-   [Heat Pumps](/home-services/heat-pumps)
-   [Electricians](/home-services/electricians)
-   [CCTV](/home-services/cctv)
-   [Access Control](/home-services/access-control)
-   [Security Guarding](/home-services/security-guarding)
-   [Water Hygiene](/home-services/water-hygiene)
-   [Browse all 30+ sectors →](/home-services)

### Healthcare

-   [Dental Practices](/healthcare/dental)
-   [Care Homes](/healthcare/care-home)
-   [Veterinary](/healthcare/veterinary)
-   [Personal Care](/healthcare/personal-care)
-   [Podiatry](/healthcare/podiatry)
-   [Urgent Care](/healthcare/urgent-care)
-   [Dermatology](/healthcare/dermatology)
-   [Browse all healthcare →](/healthcare)

### Technology & Professional Services

-   [B2B SaaS & Technology](/technology)
-   [IT Managed Services](/technology/it-managed-services)
-   [Accounting Firms](/technology/accounting-firms)
-   [Law Firms](/technology/law-firms)
-   [Insurance Brokerage](/technology/insurance-brokerage)
-   [Digital Marketing Agencies](/technology/digital-marketing-agency)
-   [E-Commerce](/ecommerce)

### Sell Your Business

-   [Off-Market Register](/off-market)
-   [Buyer Intelligence](/buyer-match)
-   [Valuation Guides](/valuation/guides)
-   [Already Approached?](/already-approached)
-   [Live Mandates](/mandates)
-   [Off-Market Register](/off-market)

### For Buyers

-   [Buy-Side Coverage](/buyside)
-   [Buyer Match](/buyer-match)
-   [Buyer Registration](/buyside)
-   [Live Mandates](/mandates)
-   [Acquisition Briefs](/acquisition-briefs)
-   [All Listings](/for-sale)
-   [Featured Opportunities](/opportunities)

### Resources

-   [Blog & Insights](/blog)
-   [Valuation Guides](/valuation/guides)
-   [Public Market Benchmarks](/public-market-benchmarks)
-   [Exit Planning](/exit-planning)
-   [Exit Readiness](/exit-readiness)
-   [AI Automation Guide](/ai-automation-for-service-businesses)
-   [Comparisons](/comparisons)
-   [Case Studies](/case-studies)
-   [Media / Press](/media)
-   [Company of the Month](/company-of-the-month)
-   [FAQ](/faq)
-   [Sitemap](/sitemap)

### Company

-   [About Us](/about)
-   [Contact](/contact)
-   [Careers](/careers)
-   [Pricing](/pricing)

Building Services 

Healthcare 

Technology & Professional Services 

Sell Your Business 

For Buyers 

Resources 

Company 

Referral Programme 

### Earn introducer fees on every successful deal

Tailored programmes for sellers, buyers, advisors, and niche operators across building services, facilities management, and healthcare.

[Programme overview](/referral)

[→ Refer a Seller (Operators)](/referral/operators)[→ Refer a Buyer](/referral/buyers)[→ Advisor Referrals](/referral/advisors)[→ Platform Referrals](/referral/platforms)[→ Embed the Valuation Widget](/partners/valuation-widget)[→ Building Services Referrals](/referral/operators)[→ Healthcare Referrals](/referral/operators)[→ Programme Overview](/referral)

### Locations

[London](/locations/london)· [Manchester](/locations/manchester)· [Birmingham](/locations/birmingham)· [South East](/locations/south-east)· [Florida](/locations/florida)· [Miami](/locations/miami) 

### Partnerships

[Advisor Partnership](/advisorpartner)· [Strategic Partnerships](/partnerships)· [Buyers (Building Services)](/buyers-home-building-services)· [Radio Partner](/radio) 

© 2026 DealFlowAgent. All rights reserved.

[Privacy Policy](/privacy)· [Terms of Service](/terms)· [Comparisons](/comparisons)· [Sitemap](/sitemap) 

[](https://www.linkedin.com/company/dealflowagent)[](https://twitter.com/dealflowagent)[](mailto:joe@dealflowagent.com)

DealFlowAgent is a trading name of BTB Holdings Ltd, registered in England and Wales, company number 15460344, The Foundry, Wandsworth, London SW18.

US operations are conducted through BTB Holdings USA LLC, a Delaware limited liability company.

DealFlowAgent provides M&A advisory services. Investment outcomes are not guaranteed. Past performance is not indicative of future results. All transactions are subject to due diligence and regulatory approval where applicable.

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Sectors Refer an Owner [Valuation Guides](/valuation/guides)[Exit Planning](/exit-planning)[Blog](/blog)

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[UK +44 20 7293 0327](tel:+442072930327)[US +1 (447) 837-9720](tel:+14478379720)

[I'm an Owner](/valuation)[I'm a Buyer](/buyside)