Help business-owner clients evaluate a sale.
Lyndon Advisory works with professional advisors whose clients are approaching succession, shareholder transition, unsolicited buyer interest, or a full business sale. Partners keep the client relationship; we handle the M&A process.
Accountants
For accountants whose clients are preparing for succession, a sale, or an unsolicited buyer approach.
Partner guideBusiness lawyers
For lawyers supporting shareholder exits, business sales, NDAs, LOIs, and transaction readiness.
Partner guideFinancial planners
For planners helping business-owner clients convert private company value into liquidity.
Partner guideBusiness coaches
For coaches whose owner-clients are facing burnout, succession pressure, growth plateaus, or buyer interest.
Partner guideTax advisors
For tax advisors handling sale planning, restructuring, earnouts, rollover, or pre-exit timing.
Partner guideCommercial lenders
For lenders and finance brokers seeing refinancing, acquisition finance, or sale-option questions.
One introduction, clear economics.
Referral partners earn US$5,000 when a referred client engages Lyndon Advisory, plus 10% of our success fee on closing. Based on the US$300,000 fee cap, the referral economics can reach US$35,000 per completed deal.
Ready-to-send client copy.
Each partner guide includes short introduction scripts for owners who are facing a buyer approach, shareholder exit, succession pressure, owner dependency, or a sale-readiness question but are not yet ready for a formal mandate.