For CPAs, M&A advisors and fractional CFOs

An asset your clients don't know they have

Introduce a client, and we handle the sale. You're paid when they are.

Your referrals Sample

Client ARange sent

Client BBuyers bidding

Client CClosed · fee paid

Illustrative.

How it works

You introduce. We do the work

Send a client our way with the short form below, or a warm email.

Range, manifest, buyer process and negotiation. You stay as informed as you want.

[Referral fee terms: amount or percentage, and when it is paid.]

Referral fees are disclosed to the client. Your client never pays upfront, and you never handle their data.

Apply

Tell us about your practice. We'll send the partner agreement and a one-page client explainer.