Help business-owner clients prepare for a sale without becoming their M&A advisor.
Accountants are often the first professionals to see succession pressure, normalized EBITDA issues, buyer approaches, and shareholder liquidity needs. Lyndon Advisory gives you a specialist M&A partner for those moments.
When to refer.
The best referral moment is before the owner signs exclusivity, accepts a single-buyer price, or lets succession pressure dictate timing.
The owner asks what the business is worth
A family member or co-founder wants liquidity
A buyer or private equity firm has approached the client
The client is cleaning up accounts before retirement
The business has US$3M-US$100M of likely enterprise value
How we protect the relationship.
Lyndon Advisory handles the sell-side M&A work while the trusted advisor remains central to the owner relationship.
You keep accounting, tax, audit, and CFO advisory work
We never contact the client without your introduction
We handle valuation range, buyer mapping, process design, outreach, negotiation, and closing
You stay informed without becoming the transaction project manager
Referral economics.
You earn US$5,000 when the referred client engages Lyndon Advisory, plus 10% of our success fee on closing. With Lyndon's success fee capped at US$300,000, referral economics can reach US$35,000 per completed deal.
Resources to share.
Use these pages when a client is not ready for an introduction but needs a practical starting point.
Copy you can send.
Use these as short email or LinkedIn notes when the owner needs context before a formal referral.
Introduction to Lyndon Advisory
I thought it would be useful for you to speak with Lyndon Advisory before making any decisions on valuation, timing, or buyer conversations. They focus on confidential sell-side M&A for owner-managed businesses and can give you a practical read on buyer fit and preparation priorities.
Owner valuation reviewConfidential valuation context
You do not need to be ready to sell to have an initial valuation and buyer-universe review. If useful, I can introduce you to Lyndon Advisory for a confidential first read while we continue preparing the financial and tax work.
Owner valuation review