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Partner With Us. Serve Your Clients Better.
Join a network of trusted advisors helping business owners prepare for successful transitions and earn referral fees for every engagement.
A Referral Partnership That Benefits Everyone
Your clients trust you with their most important financial decisions. When they're considering a business sale, they need specialized M&A expertise. By partnering with Prevail, you give your clients access to experienced advisors while remaining involved and earning a referral fee for every successful transaction.
Better Outcomes for Clients
Your clients receive dedicated M&A expertise and professional representation throughout the entire transaction process.
Stay Involved
You remain your client's trusted advisor throughout the process. We collaborate, not compete.
Earn Referral Fees
Receive compensation for every successful transaction you refer. No upfront costs, no ongoing obligations.
Access to Resources
White-labeled materials, guides, and tools for your clients. Help them understand the process before they're ready.
Who We're Looking For
We're building a network of professional advisors who care about client outcomes and want to provide comprehensive guidance.
Wealth Advisors & Financial Planners
CPA's & Tax Advisors
Business & Estate Planning Attorneys
Bankers
How It Works
Simple. Collaborative. Beneficial.
Join the Network
Complete brief form to become a referral partner
Educate Clients
Use our materials to guide exit planning conversations
Make Introduction
When they're ready, connect us with your client
Stay Involved
Remain their trusted advisor throughout the process
Earn Fees
Receive fees upon successful closing
Join Our Advisor Network
Complete the form below to become a referral partner and start earning fees on successful transactions.