Prepare the client
Help clean up the financials, tax position, and owner add-backs before buyers see them.
Referral partners
A disciplined exit for your client. A seat at the table for you.
Partner with RightExit to guide your clients through a confidential, competitive M&A process. This is not a hand-off: you stay involved in your client's exit, and you share in up to 50% of the success fee.
Your relationship stays your relationship.
RightExitM&A advisory
Accounting firmsProfessional service firmsInvestment BankersM&A AdvisorsBusiness Brokers
Virtually any business owner in the US
Shared success
Work the exit with us.
The best outcomes happen when the client's trusted advisor stays in the room. We run buyer vetting, confidential marketing, and the competitive process. You bring what you already know best about the client: the numbers, the tax picture, and their goals.
Up to 50%
Referral partners share in up to 50% of the success fee when the transaction closes. The share reflects your role in the engagement, agreed in writing before we start.
Your role as a partner
Not a dump-and-run referral.
Advise through the deal
Weigh in on offers, structure, and tax consequences alongside the RightExit team.
Keep the client after close
Stay the client's advisor through the transition and beyond. We do not compete for your services.
Who we can help your clients with
Two ways to partner.
Nationwide
Accounting and professional services firms
Accounting, CPA, bookkeeping, tax, CAS, fractional CFO, wealth management, and other B2B professional services firms anywhere in the US.
Our local markets
Small and medium businesses
Trades, construction, home services, retail, logistics, manufacturing, and more in Upstate SC, Tampa Bay, the Treasure Coast, and South Florida.
How the collaboration works
Three steps. One shared outcome.
01
A confidential introduction
Tell us about the client and their goals. We agree on scope and each side's role before the client is ever contacted.
02
We run the process together
RightExit vets buyers and runs the competitive process. You guide the client on tax, financials, and strategy.
03
Share the success fee
When the transaction closes, you share in up to 50% of the success fee, based on the role agreed at the start.
Outside our focus? We still help.
For owners outside our specialty or local markets, we maintain a network of niche Investment Bankers, M&A Advisors, and Business Brokers so virtually any business owner in the US can secure their right exit.
Investment Bankers
M&A Advisors
Business Brokers