Introducing a client to Twelve31 Advisors
A client’s CPA, attorney, lender or wealth advisor is often the first to hear that an acquisition or a sale is under consideration. When you make an introduction, we handle it with the same confidentiality we apply to every engagement.
How an introduction proceeds
Tell us about the client
Use the form below or call us. Share what you know about the client’s plans and the most appropriate way to reach them.
We contact the client privately
We reach out in confidence and do not mention your involvement without your permission.
We assess the fit
We learn the client’s objectives and determine whether we are the right advisor. Your relationship with the client remains the priority throughout.
Referral terms are agreed in writing
Referral terms are discussed privately and confirmed in a written referral agreement before an introduction is made.
- A signed referral agreementSigned by you and accepted by Twelve31 Advisors before the introduction.
- A new relationshipThe client is not already in contact with us or registered with us.
Introduce a client
Provide your contact details and we will follow up to discuss the client and the referral agreement.