Refer a Potential Seller
Your clients trust you with their biggest decisions. When they're ready to sell, refer them to Trailhead to protect and monetize their largest asset.
Why Do Attorneys, CPAs, and Advisors Refer Clients to Trailhead?
Our business is built on trusted referrals from our network of professional service advisors who connect their clients to Trailhead for M&A representation.
You have a client interested in selling, evaluating offers from Private Equity, or just wondering what their business is worth. Trailhead runs the entire sale process: valuation, buyer outreach, negotiation, due diligence, and closing. We stay in our lane, so your work stays with you.
When a client asks "what's my business worth?" or "I got an offer - is it fair?", the answer matters to your relationship. Refer them to a passive broker and they get listed and forgotten. Send them to an investment bank and the minimum fees don't work for a lower middle market deal.
We built Trailhead for the types of clients our friends and partners love to work with: entrepreneurs with family-owned and operated small businesses who care not only about maximizing valuation, but finding the right buyer for their business for the long haul.
We don't work with everyone.
We're picky when it comes to the clients we work with, and we follow a strict "no jerks" policy. Just as important, we turn down business if we don't think we can bring value far in excess of our fees charged.
What Does Your Client Receive?
- Confidential, no-obligation valuation of their business
- A structured, competitive sale process - not a passive listing
- Targeted outreach to strategic and financial buyers
- Professional marketing materials and buyer screening
- Negotiation, due diligence coordination, and closing support
- Honest guidance, including "don't sell yet" when that's the right answer
“The guys at Trailhead were trustworthy, diligent and transparent. They did what they said they would do and I'm thankful to have partnered with them.”
Stronger Together
The Trailhead team is laser focused on advising business owners throughout the sale process. That means we only do what we do best, while allowing you to remain the expert in your field.
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Schedule an introductory call
We'll cover how we work, the clients we can help, and how any referral fees are paid before any introductions.
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Make a warm introduction
When a client mentions selling, valuation, or succession, connect us by email or a quick call. That's the extent of what we ask you to do.
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We take it from there
We run the entire process - valuation, buyer outreach, negotiation, diligence, closing - and keep you informed at the level you and your client prefer.
Frequently Asked Questions
Owners of established, profitable businesses with over $5 million in sales and $1M+ in EBITDA or seller's discretionary earnings.
When the client mentions selling, receives an unsolicited offer, asks what the business is worth, or is planning succession to a family member or existing employee.
You probably can, but the range between an average offer and a top-of-market offer can be many millions of dollars. Professional representation, a good process, and knowing the right buyers to contact changes the outcome.
Professionals who serve business owners: attorneys, CPAs, wealth advisors, bankers, and consultants. If your clients own companies with over $5 million in sales and trust you for expert advice on their business and personal matters, a referral relationship makes sense.
We start with a confidential, no-obligation conversation with your client about their business and goals. If there's a fit, we walk them through valuation and process options. If the timing isn't right, we tell them that too.
Never. More times than not, we advise owners to hold off on taking their business to market. Referrals start with a market valuation so the owner knows where they stand, then plan an exit one to many years out.
As involved as you and your client want. Attorneys, CPAs, wealth managers, fractional CFOs, commercial real estate brokers, and business coaches often stay engaged through deal structuring, tax planning, and closing. It's work that stays with you, not us.
We keep it simple and transparent, and we put the terms in writing before you make your first introduction. We'll walk through how attribution and compensation work in an introductory call.
Completely. We use non-disclosure agreements, blind teasers, and controlled information sharing. Your client's employees, customers, and competitors won't learn about a potential sale until your client chooses to disclose it.
Have a Client in Mind?
Schedule a call to learn how the partnership works, or email us at info@trailhead-partners.com to start the conversation.