Have a client who's worn out?
You probably know a business owner who's burned out and keeps saying they'll figure out the exit next year. The business is profitable, but they're tired, and selling feels too final. We give that owner more options, and you stay their advisor.
What we offer your client
Sell
We buy established Texas businesses directly, with no public listing and no broker commission. Our offer shows the math so you can review it with them. More on selling
Step back
They keep ownership. We automate routine work, take over front and back office tasks, or oversee their on-site manager. More on stepping back
Grow
Hands-on help with operations, sales, systems and getting ready for an eventual sale. More on consulting
Clients who tend to be a good fit
- Profitable, but the owner is exhausted
- The owner keeps putting off the exit conversation
- Everything runs through the owner: quotes, billing, hiring, problems
- No clear successor in the family or on the team
- Thinking about selling, but not ready to let go
Why it's safe to refer
- We don't do taxes, legal work or financial planning. Those stay with you.
- The owner keeps control of the bank accounts, big purchases and hiring, in writing.
- No pressure to sell. That's always the owner's call.
- We keep everything confidential, and we keep you in the loop with your client's permission.
Two easy ways to refer
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1
Send us their name
Fill out the contact form and mention you're an advisor. We'll follow up within one business day and send you our one-page referral sheet.
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2
Or have your client reach out
They can fill out the same form and mention your name. We'll call them within one business day.