Refer Business Owners. Earn When Deals Close.
If you work with established businesses — as an accountant, attorney, broker, consultant, or agency — you can refer them to license their historical operating data and earn a commission when the deal is paid.
No cost to join. Commission terms shared upon approval.
Built for People Who Advise Business Owners
If your clients run established businesses with real operating history, you're in a perfect position to refer them.
Four Steps to Earning
A simple path from application to commission.
Apply
Submit a short application telling us about you and the business owners you serve.
Get Approved
Once approved, you receive your unique referral link and partner dashboard login.
Share Your Link
Share your link or introduce qualified clients directly. We handle the rest.
Earn Commission
When a referred deal closes and is paid, you earn a commission. Terms shared on approval.
A Referral Program Built for Trust
No cost to join
The partner program is free to join. No fees, no quotas.
Real-time partner dashboard
Track clicks, leads, and commissions as your referrals move through the pipeline.
We handle the data review
We manage the buyer review and data licensing process end to end — you simply refer.
Your client relationship stays yours
You keep the relationship. We never contact your clients without your referral.
No files or credentials from clients
Your clients never upload files or share passwords with you or us to get started.
The Best Referrals Are Established Businesses
The same criteria our Data Value Estimator uses — any business owner with real operating history is worth referring.
Established industries
Law firms, banks, accounting, healthcare, construction, tech, consumer brands, and more.
Real office headcount
Qualifying office employees varies by industry — generally 10–50+ full-time office staff.
Years of accessible records
At least 3 years of historical records still available in their business systems.
Connected business systems
Use and retain records across 5+ systems like email, CRM, accounting, and files.
Questions About Partnering
Apply to Become a Partner
Tell us about yourself and the business owners you work with. We'll review your application and send your partner dashboard login and referral link once approved.