Refer a client. Keep the relationship.
When a client asks what their business is worth to a buyer, or whether an offer is any good, you can send them to an independent second opinion, and to advisory when a sale or acquisition becomes real. You stay in the room, and the client relationship stays with you.
Talk about a referralTwo ways we help. One rule we keep.
Referring a client puts two things at risk: your reputation and the relationship. We built the way we work around both.
Your client has an offer, a model or a term sheet. We read it and send a written buyer’s view on what holds up and what does not, before they sign anything. The second opinion page shows what is in it.
When a client is ready to sell or buy, we represent them, with sell-side diligence and buyers selected for their track record and culture. You are introduced to the deal team, kept informed, and never replaced.
We do not prepare tax returns, give legal advice, keep the books or manage money, so we are not competing for your work. When the deal is done, the client comes back to you, usually with more to do.
Capital Row is not a broker-dealer and not a lender. A second opinion is a preliminary business assessment, not a valuation, an audit or legal advice.
Four steps. No paperwork before you know.
- You tell us the situationA short call or note, with the client’s name left out until they agree. Sector, size and what they are weighing is enough.
- We say what we would doA second opinion, advisory, or nothing yet. If it is not a fit, we say so, and where we can, we point to someone who is.
- Your client decidesWe are introduced only when they say yes, and the scope of any work is agreed in writing with them before it starts.
- You stay informedYou get updates on the parts your client approves, and we coordinate with you on anything that touches your work. They remain your client.
What partners ask first.
Is this the same as Join Capital Row?
No. Join Capital Row is for advisors who want to work live deals alongside us. A referral partner introduces a client and stays with them.
What should I tell my client?
That Capital Row is an independent advisory firm worth a conversation, and that the decision to engage is theirs. It helps to say plainly that a referral is an introduction, and that each firm is responsible for its own work.
Will you contact my client without me?
No. We speak to them only after you and they both agree to the introduction.
Who is a good fit?
Owners weighing an offer or a sale, and buyers working on an acquisition, in the sectors we cover. The sectors page lists them.
Bring us one situation.
Twenty minutes, no names required. We tell you whether it is a second opinion, advisory, or not yet.
Looking to work deals with us instead? Join Capital Row.