A Trusted Resource for Your Business Owner Clients
When a business owner client starts asking about selling, they look to you first. Know exactly who to call — and stay the advisor they remember at the most important moment of their financial life.
Why Your Clients Need a Trusted Broker — And Why That Referral Is You
When a business owner client starts asking about selling, they look to you first. CPAs are often the most trusted advisor in the room. When you can say, "I know exactly who to call," you protect that relationship and add value at the most important moment of your client's financial life.
How We Complement Your Work
- We handle the deal — you advise on tax structure and proceeds planning
- We prepare the CIM financials so your client's books shine
- We coordinate with you on add-back schedules and normalized EBITDA
- We keep the sale confidential from employees, vendors & competitors
- We close — your client gets liquidity and you retain the relationship
How This Makes You Look Good
- Your client gets a professionally managed, confidential sale process
- You avoid the liability of giving M&A advice outside your scope
- You stay involved as a key advisor through due diligence
- Referral arrangements available where appropriate and permitted
- Your client remembers you as the advisor who had the right answer
Your client is a 58-year-old owner of a $3M revenue manufacturing company generating $700K in SDE. They ask: "What do you think my business is worth, and how do I sell it?" You say: "I work closely with FCBB Pittsburgh — they specialize in exactly this situation. Let me make an introduction."
Our Process — What Happens When You Make a Referral
Introduction call — We speak with your client confidentially within 24 hours.
Confidential valuation — We deliver a market value range with no obligation to list.
You stay in the loop — We coordinate with you on financial presentation and due diligence.
Closed deal — Your client exits with confidence, and you retain the wealth management relationship.
