Help owner-clients convert business value into planned liquidity.
For many entrepreneurs, the business is the largest asset in the family balance sheet. Lyndon Advisory helps financial planners give clients a credible route from private company value to sale readiness and buyer conversations.
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 client is retiring in the next one to five years
Most family wealth is concentrated in the operating business
The next generation does not want to take over
The client needs liquidity for estate, tax, or diversification planning
A buyer approach has created urgency
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 wealth, estate, insurance, and investment planning work
We review valuation range and likely buyer universe confidentially
We help the owner avoid rushed timing driven by retirement or family pressure
You can introduce us before a sale decision is final
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.
Business value and retirement planning
Because the operating business is a large part of your family balance sheet, it would be useful to get a confidential view on likely enterprise value, buyer universe, and sale timing. Lyndon Advisory can provide that M&A context while we continue the broader planning work.
Owner valuation reviewConfidential liquidity review
If you are considering liquidity, diversification, or succession options, Lyndon Advisory can help assess whether a sale process is realistic, what buyers may care about, and what preparation would protect value.
Owner valuation review