Referrals
Introduce an owner who is thinking about selling
Attorneys, CPAs, bankers and past clients send us most of our engagements. Every introduction is handled quietly and reported back to you.
How a referral works
Send us your details and the company you have in mind. We will agree with you how the introduction should be made — most professionals prefer to make it themselves once they know we are the right fit.
We treat the referral as confidential to you. The owner is never told who mentioned them unless you want them to be.