Join Our Exclusive Referral Program

Unlock Financial Freedom for Your Clients While Earning Big Rewards!

Empowering Family-Owned Businesses to Achieve Financial Security and Legacy Success

We work with business owners aged 45-60 who run multi-generational, family-owned companies. These owners often feel overwhelmed by the daily grind and uncertain about the future of their business and legacy. Our mission is to help these businesses grow, scale, and prepare for a high-value exit, leaving owners with financial security and a fulfilling life after the sale.

How Our Referral Program Works

  • Step 1: Identify & Refer

    Know a business owner who fits the above description? Simply refer them to us through the form below.

  • Step 2: Submit Referral Form

    Complete our short, easy referral form, and we'll handle the rest.

  • Referral Bonus

    Earn a $1,000 referral bonus for every referral you send our way who becomes a full-service client with us.

Why Partner With Xelantt?

Beyond financial rewards, here’s how you and your clients benefit by partnering with us:
  • Strengthen Client Relationships: By referring clients to us, you’re providing them with expert guidance that can transform their business into a valuable, sellable asset. You’ll be a trusted advisor in their growth journey.

  • Enhance Your Reputation: Aligning with Xelantt elevates your standing as a strategic partner who provides high-impact solutions, helping your clients achieve long-term financial success.

  • Joint Marketing Opportunities: We offer co-branded marketing materials, webinars, and more to position you as a trusted partner in our ecosystem.

  • Exclusive Insights & Networking: Gain access to exclusive resources, industry insights, and networking events that will keep you ahead in the business advisory, coaching, and consulting field.

Our Services


We help our clients:

Grow, Scale, and Exit their business for maximum value.

  • Strategic Planning & Execution: Custom strategies that address unique business needs.

  • Financial Planning & Analysis: Ensuring businesses are ready for long-term growth.

  • Succession Planning: Preparing for leadership transitions and ensuring legacy.

  • Market Research & Development of Marketing Strategies: Expanding market reach.

  • Leadership & Team Development: Strengthening internal operations.

How We Measure Success:

At Xelantt, success is more than just numbers—it’s about transformation. We measure success through tangible outcomes such as:
  • Revenue Growth

  • Operational Efficiency

  • Customer Retention

  • Profitability Metrics (EBITDA Growth)

More importantly, we help build businesses that are sustainable, scalable, and primed for high-value sales.

FAQs

What qualifies as a successful referral?

  • A successful referral is defined as a business or organization you introduce to us, which subsequently signs a contract for a minimum of 90 days. The referral must be a new client that hasn't previously engaged with our services.

How and when are referral bonuses paid?

  • Referral bonuses are paid 30 days after the referred client has begun their engagement with us. This allows all necessary administrative processes to be completed, ensuring a smooth transaction. Payments are made directly to your designated account, ensuring timely and secure compensation.

Can I refer more than one business?

  • Absolutely! We encourage you to refer as many businesses as you feel could benefit from our services. There is no limit to the number of referrals you can make, and each successful referral will earn you the same reward, multiplying your potential earnings.

How do you ensure confidentiality and integrity in handling referrals?

  • We prioritize confidentiality and integrity in all our dealings. Upon initiating the referral process, we sign a Non-Disclosure Agreement (NDA) with you and the referred client to safeguard all shared information. Our processes are designed to maintain the highest standards of privacy and ethical conduct, ensuring that all parties feel secure and respected throughout our engagement.