For advisors
Introduce Clients Who May Qualify.
CPAs, IT service providers, fractional CFOs, business brokers, M&A advisors, and wind-down professionals often work with companies whose operating history may have licensing value. Firm Record Partners welcomes consent-based introductions from advisors.
How it works
You ask a client whether they would like to learn more.
With their permission, you introduce them to us.
We handle evaluation, buyer introductions, and follow-through. You never handle client data.
Compensation
Advisor referral arrangements are available under a written agreement and are disclosed to the client. Professional rules may limit referral fees in some cases, for example for audit or attest clients, or where tax return information is involved. Advisors are responsible for confirming their own professional obligations.
Advisor introduction