How do accountants, lawyers and M&A advisors get paid for data licensing introductions?
In this article
Why advisors are the lane nobody ownsThe moneyWhich clients to think of firstHow an introduction worksThe rulesWhat to tell the clientWhy advisors are the lane nobody owns
Every buyer in this market has a referral program. None of them markets to the people who actually know when a company is closing, retiring or selling: its accountant, its lawyer, its M&A advisor, its fractional CFO. That is the whole opening.
The money
Every buyer in this market pays the person who introduced a company that signs. The owner pays nothing to anyone. We split what we receive with the advisor who made the introduction, 50/50, within 14 days of receiving it, with the buyer's confirmation attached. We do not publish what we receive; we tell you in writing before you introduce anyone. Disclosures.
See what your company's records could get.
Ten questions, under five minutes, built from the buyers' own published ranges.
Get my estimate →Which clients to think of first
- Any client winding down or in bankruptcy. Fastest deals, one to four weeks. Why.
- Any client with 20 or more people and three years of records, operating as usual. Most deals are with companies that are not going anywhere.
- Owners retiring or selling in the next two years, with 20 to 40 years of records in a digital system.
- Companies that need cash and do not want to dilute or borrow.
- Specialist firms of 30 to 150 people in software, mortgage, insurance, law, accounting, trades, logistics.
How an introduction works
- You tell the owner it exists and send them the two-minute estimate, or send us the company name and your connection.
- We check the company against every buyer and introduce it to the one that publishes the most for its profile, the same day.
- The buyer scopes, reviews, pays the company. Then it pays us. Then we pay you.
The rules
- Several buyers credit only the first introduction. Speed matters.
- One enterprise buyer requires the company to apply through a tracked link. We send it first.
- One introducer per company at most buyers. Do not double-introduce.
- We never receive the client's data. Neither should you.
What to tell the client
That it is a non-exclusive license of a scrubbed copy, customers removed, that the business and the records stay with them, and that you are paid by the buyer if it closes. Say the last part out loud; disclosure is required and clients respect it.
In short
- Buyers pay for introductions. Advisors know which companies to introduce.
- Briggs Analytics splits what it receives 50/50 with the introducing advisor, paid within 14 days of receipt.
- Wind-downs, retirements, sales and cash needs are the triggers.
- First introduction wins at several buyers. Disclose the fee to the client.
Questions owners ask.
Do I need a license to be paid a referral fee?
A data license is not a security, so broker-dealer rules do not apply. Check your own professional rules on referral fees and disclose to the client.
What if I introduce a company directly to a buyer?
You can. You get that buyer's terms and no comparison across the others. Through us you get half of what we receive from the best-fit buyer, plus the comparison.
Is 50/50 negotiable for volume?
Yes. Email us.
Can a law firm introduce its own clients?
Yes, with disclosure and within your bar's rules on referral fees.
