How It Works
Apply
Tell us about your practice and the clients you serve.
Identify fits
Established firms with years of email, files and records. Exiting or closing firms count too.
Make the intro
Share your referral link or book a joint call. The partner runs valuation through closing.
Get paid
You earn commission when the deal closes, plus an override on brokers you bring in.
Example Earnings
Example · placeholder rates| Scenario | Example Deal Size | Deals / Yr | Commission |
|---|---|---|---|
| Part-time referrer | $200,000 | 2 | deal × [X]% |
| Active advisor | $300,000 | 6 | deal × [X]% |
| Team lead (with override) | $300,000 | 6 + team | + [Y]% override |
Example scenarios only. Rates are placeholders until program terms are confirmed. Earnings aren't guaranteed.
Who It's For
Business brokers
Add value to sell-side clients before or alongside an exit.
M&A consultants
Open a new monetization angle for owners who aren't ready to sell.
CPAs & advisors
Your client list is full of firms with years of records.
FAQ
Do I need data or AI expertise?
No. You make the introduction. The licensing partner handles valuation, export, de-identification and closing.
How is commission calculated?
As a percentage of the gross deal value, paid at close. Exact rates are confirmed in the program agreement.
Can I recruit other brokers?
Yes. You earn an override on deals closed by brokers you bring on. Terms are in the agreement.
Is there a conflict with selling the business?
Licensing a data copy can usually sit alongside a sale. Coordinate timing and exclusivity with the client.