ExitSource

For advisors · Referral record

For accountants, chapters, brokers and coaches·US trades

Your client sells once. Give them a number before someone gives them a listing

You already know which of your contractors is tired. When one of them starts asking what the business is worth, their usual next step is a broker who wants ten percent and a public listing. We are the other option: a free range in six questions, then one buyer, once, or none at all.

Go on the referral record

Your name

Your firm or chapter

What you do

Your email

Your link comes back here. We do not add you to a list.

Who your clients are

Which trades, and which state or metro. One line is plenty.

Anything we should know

Optional.

No fee either way·No agreement to sign·One email, with your link

What your client actually gets

A number, on the next screen

Six questions about revenue, profit before their own pay, and years trading. The range is immediate. We do not ask for an email to show it.

No listing, anywhere

Their name never appears on a marketplace, in a newsletter, or in front of their competitors. Nothing about them is published.

One buyer, not eleven

If they want an introduction, their file is released to exactly one buyer and then sealed. It is never released again. No queue of brokers calling them at 7pm.

Nothing to sign, nothing to cancel

There is no engagement, no exclusivity period, no success fee. The buyer pays us for the introduction. Your client can withdraw right up to the moment of release.

What we ask of you

You give them the link

That is the whole mechanic. You send your own client a URL when the subject comes up, and they decide in private whether to use it.

You send us nobody's details

We do not want your client list and we will not take it. No names, no numbers, no spreadsheets. The owner comes to us themselves or not at all.

You tell us when we get it wrong

Reply to any email from us. If a client of yours has a poor experience we want to hear it from you directly, and we will tell you what we did about it.

Look at it first

Nothing on the intake charges anyone or asks for an email before it gives the range. Walk through it yourself with made-up numbers before you send a single client.