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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.
Know a business owner who fits the above description? Simply refer them to us through the form below.
Complete our short, easy referral form, and we'll handle the rest.
Earn a $1,000 referral bonus for every referral you send our way who becomes a full-service client 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.
Enhance Your Reputation:
Joint Marketing Opportunities: We offer
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.
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.
Revenue Growth
Operational Efficiency
Customer Retention
Profitability Metrics (EBITDA Growth)
More
importantly,
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.
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.
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.
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.