Help lending clients understand sale options before financing becomes the only path.
Commercial lenders, debt brokers, and acquisition-finance advisors see owners at practical inflection points: refinancing pressure, acquisition financing, owner succession, working-capital strain, and buyers seeking debt support. Lyndon Advisory gives those clients a confidential M&A route when sale, recapitalisation, or buyer outreach should be considered.
When to refer.
The best referral moment is before the owner signs exclusivity, accepts a single-buyer price, or lets succession pressure dictate timing.
An owner is refinancing before retirement or succession
A buyer needs acquisition finance for a client-owned business
The business has growth capital needs that may be better solved by a strategic buyer
A lender sees covenant, cash-flow, or working-capital stress before the owner has explored a sale
A borrower asks what the business may be worth
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 financing, lending, and borrower relationship work
We do not interfere with existing facilities or broker mandates
We assess whether a sale, recapitalisation, or strategic buyer process is worth exploring
You can remain part of the financing solution if a buyer process progresses
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 context alongside refinancing
As we look at financing options, it may be useful to understand what the business could be worth and whether buyer interest exists. Lyndon Advisory can provide a confidential M&A review without disrupting the financing discussion.
Owner valuation reviewSeller-side M&A review before buyer financing proceeds
If the buyer needs financing, the seller should understand valuation, buyer certainty, and alternative buyer options before relying on one funded path. Lyndon Advisory can help review the commercial M&A side while financing work continues.
Owner valuation review