Help owner-clients align tax planning with a credible M&A process.
Tax advisors often see the exit discussion before anyone else: pre-sale restructuring, capital gains planning, family trust questions, earnout treatment, asset versus share sale trade-offs, and retirement timing. Lyndon Advisory gives tax advisors a commercial M&A partner before structure decisions outrun buyer reality.
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 about tax on a future business sale
A pre-sale restructuring or trust clean-up is being considered
The owner is weighing asset sale versus share sale outcomes
A buyer has proposed an earnout, rollover, or vendor-finance structure
The client needs valuation and buyer-market context before locking in tax planning
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 tax planning, structuring, compliance, and transaction tax advice
We provide commercial valuation range and buyer-process context
We coordinate around structure without giving tax advice
You remain the tax advisor while we manage buyer outreach and negotiation
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.
Commercial M&A review before tax planning is finalised
Before we finalise sale-related tax planning, it would be useful to understand the likely buyer universe, valuation range, and deal structures buyers may actually accept. Lyndon Advisory can provide that commercial M&A context while we continue the tax work.
Owner valuation reviewIndependent view on proposed deal structure
The proposed earnout, rollover, or vendor-finance structure should be reviewed commercially before tax and legal work proceeds too far. Lyndon Advisory can assess buyer seriousness, market alternatives, and whether the structure is reasonable for a seller.
Owner valuation review