Your clients' exit is a team effort. I want to be a resource to you.
When a client starts thinking about selling, you are usually the first call. I help you give them clear answers on value, timing and process, and I keep you in the loop from first conversation to closing.
Free saleability assessments
A confidential value range and readiness review for any client planning an exit in one to three years.
Co hosted seminars
Educational sessions for your clients, such as how to prepare a business for sale and what buyers look for.
You stay in the loop
You remain the trusted advisor on tax, legal and wealth decisions. I coordinate closely and never go around you.
Simple, documented and only paid on success.
Iconic has a formal Channel Partnership program for professionals who introduce clients. A referral is registered up front, and a referral fee is paid only if the deal closes and Iconic is paid, where your professional rules permit it.
Introduce
Make a warm introduction, or send your client to the free saleability assessment.
Register
We register the referral with Iconic so it is documented from day one.
Collaborate
I keep you informed and coordinate on tax, legal and wealth planning at each stage.
Close
If the deal closes, the referral fee is paid per the Channel Partnership terms.
Let's grab coffee.
I would like to learn how you work with clients and how I can be useful to them. Pick a time that suits you.
