Partner With Elite Exit Advisors

A trusted referral relationship for professionals who serve business owners thinking about what’s next

A Trusted Exit Partner for the Clients You Serve

Most business owners don’t wake up one day ready to sell.
They start with questions about value, timing, risk, and what their business is really worth.

At Elite Exit Advisors, we work with owners long before a transaction, guiding them through the decisions that lead to stronger businesses, higher valuations, and ultimately, life-changing exits. We partner with professionals who serve these owners every day and want a referral relationship built on trust, clarity, and long-term value, not pressure or quick deals.

If you work with business owners and want a reliable exit advisor you can confidently introduce to your clients, we should talk.

Referral Program Structure

10%

of Elite Exit Advisors’ success fee

Base on Double Lehman Formula:

On first million

10%

On second million

On third million

On fourth million

On amounts over $4 million

Who This Is For

We partner with professionals who already have trusted relationships with business owners and want to ensure their clients are well-served when exit, valuation, or succession questions arise.

Common Partner Industries

CPAs & Accounting Firms

Tax Advisors

Bookkeepers & Fractional CFOs

Business Attorneys

M&A Attorneys

Estate Planning Attorneys

Financial Advisors & Wealth Managers

Insurance Advisors

Commercial Bankers & SBA Lenders

Private Lenders

Business Consultants

Exit Planning Consultants

Fractional COOs

Industry Coaches

Commercial Real Estate Brokers

Investment Bankers (Lower Middle Market)

Private Equity & Search Fund Advisors

Industry Associations & Trade Groups

If your clients own businesses and occasionally ask, “What is my company worth?” or “What would it take to sell this someday?” this partnership is relevant.

How We Support Your Clients

When you introduce a client to Elite Exit Advisors, they are not dropped into a sales process.

Some clients move toward a sale. Others realize they’re not ready yet and that’s still a win. Our role is to meet owners where they are and guide them forward responsibly.

They receive:

✓

Clear, honest guidance on valuation and market reality

✓

Education on what actually drives value in a business

✓

Help identifying gaps that limit future exit options

✓

A structured path toward selling well - not just selling fast

What Makes This Partnership Different

Many referral programs focus on transactions. We focus on outcomes.

No Pressure

We do not pressure your clients to sell.

Respect

We respect your existing relationship.

Communication

We communicate clearly and professionally.

Trust First

We protect long-term trust above short-term fees.

Alignment

We align incentives so everyone wins.

Timing

When a transaction does happen, it’s because the timing, structure, and readiness are right.

Who We Are

Elite Exit Advisors works with owners of established businesses - particularly in service, construction, trades, and operationally complex industries, who want clarity around value, options, and timing.

We sit at the intersection of:

Business valuation

Exit planning

Buyer-seller representation

Deal structure and risk management

Our work is grounded in real transactions, not theory, and guided by one principle: owners deserve to exit on their terms, with clarity and confidence.

Interested in Becoming a Referral Partner?

If you serve business owners and want a trusted exit advisor and a business broker you can confidently introduce to your clients, let’s start with a conversation.

Schedule a Partner Intro Call

Elite Exit Advisors is an exit planning, valuation maximization, and business brokerage firm serving owners of established businesses, particularly in construction, trades, home services and operationally complex online industries. We help owners understand what their business is really worth, identify what drives or limits valuation, and make smart decisions around timing, structure, and readiness for a future sale. Whether an owner is considering an exit soon or simply wants to build a stronger, more valuable company, our work is focused on clarity, preparation, and maximizing the outcome when it matters most.