Referral opportunities for business brokers

Who you already know

Owners preparing to sell or thinking about value, often with documented operations prepared for due diligence.

Why an introduction can fit your work

Owners who have organized their operating documentation for a sale may also be able to license it. That could add revenue, subject to any sale process obligations.

What a suitable client looks like

• Due-diligence-ready operating documentation
• Several years of operating history
• An owner who controls the rights and timing

Relationship and disclosure

• Check that a licensing discussion does not conflict with the terms of a sale process or an LOI.
• Tell your contact that you may receive a referral reward from SourceX.
• Never share client files or data yourself. The company decides what to share, directly with SourceX.

Qualification checklist

• Established business with documented operations
• You can reach the owner or an executive sponsor
• The material is likely the company's own, not its clients'
• The contact is open to a short assessment

Example of an owner-led introduction (illustrative)

"The operations documentation you prepared for buyers is strong. SourceX helps companies license that kind of knowledge for AI development, on terms you approve. Would that interest you? Disclosure: I may receive a referral reward."