Give business-owner clients an M&A process before legal documents become the only plan.
Business lawyers often see the trigger first: shareholder exit, NDA review, LOI pressure, transfer restrictions, or a buyer pushing exclusivity. Lyndon Advisory can help the client understand valuation and process before the legal path narrows.
When to refer.
The best referral moment is before the owner signs exclusivity, accepts a single-buyer price, or lets succession pressure dictate timing.
A shareholder wants to sell or buy out another owner
A buyer has sent an NDA, IOI, or LOI
The client is discussing exclusivity too early
A family business needs sale governance
The company needs a buyer universe before negotiating terms
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 legal drafting, negotiation, tax-law coordination, and completion work
We complement legal advice with valuation, buyer strategy, and process management
We help avoid single-buyer pressure before terms are understood
You remain the legal advisor while we run the commercial M&A 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.
M&A process review before exclusivity
Before you provide deeper financial information or agree exclusivity, I suggest getting an independent commercial M&A view. Lyndon Advisory can review valuation, buyer seriousness, process options, and whether a broader buyer universe should be tested before legal terms narrow.
Owner valuation reviewCommercial view on shareholder exit options
The legal route is important, but we should also understand commercial value and buyer alternatives before you settle on internal buyout terms. Lyndon Advisory can provide a confidential M&A review alongside our legal work.
Owner valuation review