Help owner-clients align tax planning with a credible M&A process.
Tax advisors often see the exit discussion before anyone else: pre-sale restructuring, capital gains planning, family trust questions, earnout treatment, asset versus share sale trade-offs, and retirement timing. Lyndon Advisory gives tax advisors a commercial M&A partner before structure decisions outrun buyer reality.
When to refer.
The best referral moment is before the owner signs exclusivity, accepts a single-buyer price, or lets succession pressure dictate timing.
The owner asks about tax on a future business sale
A pre-sale restructuring or trust clean-up is being considered
The owner is weighing asset sale versus share sale outcomes
A buyer has proposed an earnout, rollover, or vendor-finance structure
The client needs valuation and buyer-market context before locking in tax planning
How we protect the relationship.
Lyndon Advisory handles the sell-side M&A work while the trusted advisor remains central to the owner relationship.
You keep tax planning, structuring, compliance, and transaction tax advice
We provide commercial valuation range and buyer-process context
We coordinate around structure without giving tax advice
You remain the tax advisor while we manage buyer outreach and negotiation
Referral economics.
You earn US$5,000 when the referred client engages Lyndon Advisory, plus 10% of our success fee on closing. With Lyndon's success fee capped at US$300,000, referral economics can reach US$35,000 per completed deal.
Fee questions to raise early.
When a client is comparing advisors, the safest discussion is not just "what percentage do they charge?" It is whether the mandate is transparent, capped, success-aligned, and backed by a real sell-side process.
Published fee structure
2% success fee capped at US$300,000, with no retainer, monthly fee, upfront fee, or expense recharge.
Fee transparencyWhat the advisory fee includes
Valuation, CIM, financial model, investment story, buyer mapping, targeted outreach, negotiation, and closing support.
Fee transparencyHidden fees to check
Retainers, reimbursed expenses, minimum fees, tail clauses, and success-fee triggers owners should understand before signing.
Fee transparencyNet proceeds, not headline fee
How advisory cost, price, structure, escrow, debt, and expenses affect what the owner actually keeps.
Resources to share.
Use these pages when a client is not ready for an introduction but needs a practical starting point.
Copy you can send.
Use these as short email or LinkedIn notes when the owner needs context before a formal referral.
Commercial M&A review before tax planning is finalised
Before we finalise sale-related tax planning, it would be useful to understand the likely buyer universe, valuation range, and deal structures buyers may actually accept. Lyndon Advisory can provide that commercial M&A context while we continue the tax work.
Owner valuation reviewIndependent view on proposed deal structure
The proposed earnout, rollover, or vendor-finance structure should be reviewed commercially before tax and legal work proceeds too far. Lyndon Advisory can assess buyer seriousness, market alternatives, and whether the structure is reasonable for a seller.
Owner valuation review