Referral program for M&A advisors and business brokers

Established, owner-run businesses often have exactly the long, consistent records AI labs want: years of tickets, jobs, invoices, contracts or calls.

Owners keep their data. It’s licensed, not sold outright, and the business approves scope, permitted use and terms first.

• Businesses with 20 or more full-time employees and several years of operations
• Service businesses with detailed job, ticket or case records
• Owners looking for cash ahead of a sale or recapitalization

1. Raise it as a separate opportunity from the sale itself, and share the qualification criteria.
2. Get the owner’s permission before you pass on their details.
3. Refer the company with the owner or CEO as the contact.

The guide to introducing a company has an email you can adapt.

• Buyers usually treat one-time licensing income as non-recurring when they value a business, so present it as separate cash rather than a boost to earnings.
• If the business has signed a letter of intent or purchase agreement, check its no-shop and interim operating covenants before it signs a license.
• An exclusive data license can limit what a buyer can later do with the same data. A non-exclusive license leaves the company free to license it again.
• Brokers and advisors are licensed in some states and roles. Check your own rules on referral fees and disclosure.

This is general information, not legal or tax advice.

Referral fees

Up to $100,000 in referral fees on deals that close

When it’s paid

After the buyer accepts the data and SourceX receives payment

Which terms apply

SourceX’s referral terms in effect when you refer. Start at sourcex.si/refer.

Guarantee

None. Submitting a referral doesn’t create a right to payment.

Cost to you

Nothing. Submitting a referral is free.

• Operations and workflow data

  Task histories with context, actions and outcomes; field-service work orders with technician notes and photos; quality inspection records with photos and defect logs; screen recordings of real software workflows; recordings of hands-on work.

• Finance and accounting data

  Accounts payable invoices with coding and approvals; month-end close checklists, reconciliations and workpapers; FP&A models, budgets and forecasts with versions.

• Customer support data

  Helpdesk ticket threads with resolutions; live chat and messaging transcripts; qA-scored support interactions.