Your client's exit is
the biggest financial
event of their life.
We prepare owner-managed businesses for sale, two to four years before they go to market. You make one introduction. We keep you informed at every milestone, your client stays your client, and you receive an introduction fee when they engage.
A referral is a trust transfer. We treat it that way.
When you introduce a client to us, you are extending your credibility. We work to earn that. If they are not a fit, we tell them and we tell you. No deal to push, no fee riding on a transaction.
What a referral asks of you.
Almost nothing.
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We talk first
A short call about your practice and the kind of clients you work with. We want to understand your world before you introduce us to anyone in it. We come back to you within one business day.
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You make the introduction
When a client mentions exit, even as a distant thought, a short email is enough. We run the 7 Mills Score with them, tell them what a buyer would actually see, and report the outcome back to you directly.
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You receive an introduction fee
Paid when your client starts a programme. Confirmed in writing. From there you receive an update at every major milestone, for as long as the work runs.
What you get for it.
An introduction fee, in writing
Agreed upfront, confirmed in writing, paid when your client starts a programme. A fair acknowledgment of the referral. Not the reason you'd refer, but a real one.
Your client stays your client
We prepare businesses for sale. We don't do accounting, legal, brokerage or financial planning, so our advice complements yours and never competes with it.
You hear everything from us
A progress update at every major milestone. If a client isn't right for a programme, we tell them and we tell you. You are never left wondering what happened to an introduction you made.
No cost, no minimums
Joining costs nothing and there is no referral quota. One conversation, then refer when it makes sense for the client. Every message answered within one business day.
You already know which clients are thinking about exiting.
The question is whether they're ready.
Accountants & Auditors
The numbers you see every year tell a story most owners haven't read yet. Revenue that lives in one relationship. Margins that look fine until you ask where they come from. An owner who is, in practice, the entire management team. You already know which clients would struggle under buyer scrutiny. We help them fix it before that scrutiny arrives.
Solicitors & Commercial Lawyers
The legal groundwork for a sale is rarely the problem. What slows transactions down is everything that should have been done two years earlier: undocumented processes, unclear ownership of key relationships, financials that don't hold up under scrutiny. We deal with those before your client gets to you, so the legal stage moves the way it's supposed to.
Business Brokers & M&A Advisors
You've seen it: a client arrives at market six months before they want to sell, and the business simply isn't ready. The documentation is thin, the financials need explaining, and the first serious buyer cuts the offer accordingly. Refer them to us two to three years out. By the time they reach you, the story holds together and the price reflects it.
IFAs & Wealth Managers
The retirement projections you've built assume a number. That number depends on a sale that goes well. Most don't go as well as owners expect, and the shortfall lands directly in plans you're responsible for. We close that gap from the business side, so the figure your client receives is closer to the one you planned around.
What your client walks into.
The 7 Mills Score
An honest read of what a buyer would see across seven dimensions. Free at first engagement, no obligation to proceed.
A fixed-scope programme
Twelve to twenty-four months closing the gaps a buyer would use to negotiate them down. Milestones defined upfront, no open-ended billing.
An exit-ready business
Clean books, documented systems, a management team that holds when the founder steps back. The difference between the price they expected and the price they get.
Let's see if our work is right for your clients.
Tell us a little about your practice and the kind of clients you work with. We'll come back to you within one business day. Not to pitch, but to have an honest conversation about fit.
No obligation. No minimum referral volume. If it doesn't make sense for your clients, we'll say so.
Thanks. We'll be in touch within one business day.