Help business-owner clients evaluate a sale.
Lyndon Advisory works with professional advisors whose clients are approaching succession, shareholder transition, unsolicited buyer interest, or a full business sale. Partners keep the client relationship; we handle the M&A process.
Accountants
For accountants whose clients are preparing for succession, a sale, or an unsolicited buyer approach.
Partner guideBusiness lawyers
For lawyers supporting shareholder exits, business sales, NDAs, LOIs, and transaction readiness.
Partner guideFinancial planners
For planners helping business-owner clients convert private company value into liquidity.
Partner guideBusiness coaches
For coaches whose owner-clients are facing burnout, succession pressure, growth plateaus, or buyer interest.
Partner guideTax advisors
For tax advisors handling sale planning, restructuring, earnouts, rollover, or pre-exit timing.
Partner guideCommercial lenders
For lenders and finance brokers seeing refinancing, acquisition finance, or sale-option questions.
One introduction, clear economics.
Referral partners earn US$5,000 when a referred client engages Lyndon Advisory, plus 10% of our success fee on closing. Based on the US$300,000 fee cap, the referral economics can reach US$35,000 per completed deal.
When a client asks what the business is worth.
Refer before tax planning, EBITDA normalisation, or retirement timing turns into a rushed sale decision.
When an NDA, LOI, or exclusivity request arrives.
Refer before the owner gives one buyer leverage over disclosure, price discovery, or deal timetable.
When succession becomes a liquidity question.
Refer before retirement, burnout, shareholder pressure, or family transition forces a weaker process.
Fee transparency protects the referral.
When an owner asks whether an M&A advisor is worth it, partners can point to Lyndon's published 2% success fee capped at US$300,000, no retainer/monthly/upfront/expense-recharge economics, and full institutional-quality scope.
Published, capped, success-only.
Use this when clients need to understand Lyndon's economics before agreeing to an introduction.
ScopeInstitutional work, transparent fee.
Clarifies that the fee includes valuation, materials, financial model, investment story, outreach, negotiation, and closing support.
Seller economicsCompare net proceeds.
Helps owners compare advisors by final outcome instead of headline percentage or listing cost alone.
Ready-to-send client copy.
Each partner guide includes short introduction scripts for owners who are facing a buyer approach, shareholder exit, succession pressure, owner dependency, or a sale-readiness question but are not yet ready for a formal mandate.