Why it works

You already know which clients
are thinking about exiting.
We help them get ready.

You add value to your client relationship. They get a better outcome. You earn an introduction fee. Everyone wins — except the buyers who were hoping for an unprepared seller.

  1. 01

    Accountants & Auditors

    You see the financial picture first. You know which clients have messy books, owner-dependent revenue, or a gap between what they think the business is worth and what a buyer will pay. A referral to us is a direct extension of the advice you're already giving.

  2. 02

    Solicitors & Commercial Lawyers

    Succession planning, shareholder agreements, director exits — you're often the first professional conversation when an owner starts thinking about what comes next. We can help them make sure the business is structurally ready before they get to legal documentation.

  3. 03

    Business Brokers & M&A Advisors

    You've seen it: a client comes to market six months before they want to sell, and the business simply isn't ready. Refer them to us two to three years out. We get them ready. You get a better transaction — with a client who's properly prepared when the time comes.

  4. 04

    IFAs & Wealth Managers

    For many of your clients, the business sale is the largest financial event of their life. If they go to market unprepared, the gap between what they expected and what they receive has a direct impact on every plan you've built for them. Exit readiness is retirement planning.

How It Works

  1. Register as a partner

    Fill in the form below. We'll have a short conversation to understand your client base and how referrals would work in practice. No minimum commitments, no exclusivity.

  2. Refer a client

    When a client is thinking about exit — even if it's three or four years away — introduce us. One email or a warm call is all it takes. We take it from there and keep you informed throughout.

  3. We assess and engage

    We run the 7 Mills Score with your client and give them an honest picture of where they stand. If they engage on a programme, we confirm the referral in writing and agree terms with you.

  4. You receive an introduction fee

    We pay a referral fee for every client who engages with a BuildExitReady programme. Terms are agreed when you register — we keep it simple and transparent.

What You Get

More than a referral fee.

We're not just paying for a lead. We want long-term relationships with advisers who work with the right kind of clients. That means we invest in the relationship.

  • Introduction fee on engagement

    Paid when your client signs onto a programme. Enquire for current terms — we'll be direct with you.

  • Client updates throughout

    You stay informed on your client's progress. No black box — you're part of the advisory team.

  • Co-branded materials

    We can provide a version of the 7 Mills Score and exit readiness content under your firm's brand for client events and communications.

  • Priority access to resources

    Partners get early access to our guides, frameworks, and diagnostic tools — useful for your own client conversations.

Register Interest

Let's have a conversation.

Tell us a little about your practice and the kind of clients you work with. We'll come back to you within one business day to discuss how a referral arrangement would work in practice.

No obligation. No minimum referral volume. Just a direct conversation about whether it makes sense.