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A Referral Service Partner is an accounting firm, financial service provider, or other organization that collaborates with Exit Advisors to provide complementary services that increase the value of their client’s business and support them in achieving a successful exit. Working alongside Exit Advisors strengthens your firm via expanded service offerings with new and existing clients. This partnership also connects you to a growing network of trusted professionals and industry experts that will grow and maximize returns for you and your client.


Partnering with Exit Advisors provides your firm with additional revenue streams, an expanded business network, and increased accounting workflow - work that is otherwise lost or unrealized in a typical M&A transaction by the CPA firm. As a business partner, you become part of marketing campaigns and promotional assistance that enrich your firm through client growth and retention of your client-base. Our value proposition also includes, invaluable market/industry insights, as well as training and continuing education to you and your clients.

 As a referral partner, your firm receives mutually agreed fee-sharing with terms & conditions outlined in a separate referral partnership agreement plus your firm can provide all the accounting preparation, due diligence, tax and transactional accounting services required from start to completion of the transaction and beyond. The primary fee-sharing structure includes:

If you have a client that wants to increase the value of their business and is considering a business sale or major transition, Exit Advisors can accompany you to an initial consultation to discuss goals and objectives, and gain a better understanding of the exit planning process.

Contact us to learn how we can work together to create value for you and your client.


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