Introducing a business owner to Twelve31 Advisors
An owner’s CPA, attorney, banker or wealth advisor is often the first to learn that 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 owner
Use the form below or call us. Share what you know about the business and the most appropriate way to reach the owner.
We contact the owner privately
We reach out to the owner in confidence and do not mention your involvement without your permission.
We assess the fit
We learn the owner’s objectives and determine whether we are the right advisor. Your relationship with the owner 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 business is not already in contact with us or registered with us.
Introduce a business owner
Provide your contact details and we will follow up to discuss the owner and the referral agreement.