Earn Fees for Business Sale Referrals

WealthGen Partners Referral Partnership Program if looking for more sophisticated people/professionals to refer business sales/financial/estate planning (not so much services like accounting, marketing) therefore referral partnership program is heavy on just results from business sales.

Process Steps

1. Initial introduction

2.  Agreement signing between referrer and WGP

3.  Initial seller engagement (several weeks):

  • Calls with seller

  • Financial review

  • Valuation completion

  • Listing agreement signing

4. Sale process (6-9 months)

5. Regular process updates

Referral Program Structure
10%

of WealthGen Partners success fee

Base on Double Lehman Formula:
  • 10% on first million
  • 8% on second million
  • 6% on third million
  • 4% on fourth million
  • 2% on amounts over $4 million

Transaction Value

$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
$8,000,000
$9,000,000
$10,000,000

WealthGen Partners

$100,000
$180,000
$240,000
$280,000
$310,000
$330,000
$350,000
$370,000
$390,000
$410,000

Referral Fee

$10,000
$18,000
$24,000
$28,000
$31,000
$33,000
$35,000
$37,000
$39,000
$41,000

Value Proposition

  • Additional income pipeline for referral partners
  • Helps referral partners’ clients transition to next life chapter
  • Helps referral partners recoup potential lost income from client retirement
  • Helps referral partners provide added value to their clients
  • Full service handling of process after introduction
  • Regular updates on the status of the deals

Eligible Referral Partners:

Insurance Brokers / Agents
Wealth Advisors / Financial Planners
Accountants
Attorneys
Commercial Lenders and Bankers
Former And Current Business Owners
Business Executives – Current And Retired
Buy-Side M&A Advisors
Consultants and Industry Advisors

How It Works

The Process is Streamlined for Ease

The process is simple. You make the introduction, and we handle the rest. We will get a signed agreement between you and WealthGen Partners that explains the payment of the fee and keep you informed as to the progress.

From introduction it can take several weeks to have the calls with the seller, get the financials, complete the valuation and get the listing agreement signed. From there, it usually takes 6-9 months to get the business sold. We will communicate with you regularly on the progress of the transaction.

This is a great way to build a pipeline of additional income and truly help people realize their lifetime dream of selling their business and move to the next chapter of their life.

Ready to take the next step? Click below to fill out our simple form and start your journey with us today!