Referral Form Description and Instructions
Business Associate Referral Program
Help Your Clients Discover Growth & Exit Opportunities—Submit a Referral Today!
As a trusted business associate, you can offer your clients exceptional value by referring them to our tailored growth and exit strategy services. Our programs are designed to help businesses scale, increase profitability, and successfully position themselves for a high-value exit. By submitting a referral, you enhance your client relationships and earn a share of the revenue for every successful engagement.
Why Refer Your Clients?
Expand Your Service Offering: Provide your clients with comprehensive growth and exit planning solutions.
Strengthen Client Loyalty: Help them achieve their business goals and position yourself as a key strategic advisor.
Earn Revenue: Benefit financially from every successful client engagement through our revenue-sharing program.
Referral Form Instructions:
Complete the Form: Complete all required fields in the referral form, including any additional details that will help us understand your client’s business and why you are making the referral.
Submit Your Referral: Once the form is completed, click "Submit." We will review your referral and contact the client to begin the introduction.
Stay Informed: We’ll keep you updated throughout the process. You’ll receive details about your referral benefit and revenue share if the client engages with our services.
Get started by requesting your unique registration number today! This will allow you to refer clients, enhance your service offerings, and create new revenue opportunities for your business.