Help owner-clients turn exit questions into a serious sale-readiness plan.
Business coaches often hear the transition signals first: the founder is tired, the next growth phase feels hard, the team still depends on the owner, or succession has stalled. Lyndon Advisory gives coaches a specialist M&A partner when the conversation moves from operating improvement to sale readiness.
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 is burned out or wants a different role
Growth has plateaued and the next stage needs capital or a buyer
The business depends heavily on the founder
No family member or manager is ready to succeed the owner
A buyer approach has changed the owner's timeline
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 coaching, leadership, and operating-improvement work
We do not turn a planning discussion into pressure to sell
We review valuation range, buyer fit, and preparation gaps confidentially
You can stay involved as the owner improves readiness before a formal process
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.
Sale readiness review
You do not need to decide to sell today, but it would be useful to understand what buyers would see, where the business is too owner-dependent, and what preparation would improve value. Lyndon Advisory can provide a confidential M&A readiness review.
Owner valuation reviewConfidential exit options discussion
If the current role is becoming unsustainable, I suggest speaking with Lyndon Advisory before urgency drives the decision. They can help compare sale, staged transition, and preparation options without turning the discussion into pressure to sell.
Owner valuation review