Realtor Referral Program

Refer business owners with confidence

We work with business owners preparing for a sale — helping them understand valuation, timing, and how to exit properly. You stay the trusted relationship while we guide the process.

Partners earn 10% of the commission we receive on closed referred business.
Why advisors refer to us

Protect your client relationship

You remain the trusted advisor while we guide business owners through valuation, exit planning, and sale preparation with discretion.

Earn referral revenue

For closed referred business, partners earn 10% of the commission we receive.

Deliver real strategic value

We help owners understand timing, value, and readiness before going to market.

Who makes a strong referral

We work best with business owners who are serious about understanding value and planning a transition.

Preferred partners typically refer owners who are financially qualified and committed to exploring a sale.

  • Owners considering a sale within 1–120 months
  • Businesses generating $500K+ in revenue
  • Owners planning retirement or transition
  • Clients who value confidentiality and professional guidance

How it works

1

You introduce the client

2

We conduct a confidential discovery call

3

We define valuation, timing, and next steps

4

You receive 10% of the commission when a deal closes

Submit a referral

Use the referral button to introduce a client. We’ll handle the conversation professionally and confidentially.

By submitting, you confirm permission to share client information. Referral fee: 10% of commission received.

Help your clients exit the right way

Whether they are exploring or ready, we help business owners move forward with clarity and confidence.