FOR CPAs, EOS IMPLEMENTERS & BUSINESS ADVISERS

Help a client get paid.
Earn 5% for the introduction.

AI buyers are licensing years of business records. Introduce a company that fits. You earn a referral fee based on the cash your client receives.

Meet Kenny to discuss the opportunity and how we work together.

WHAT THE NUMBERS LOOK LIKE

A client gets $500K.
Your referral fee is $25K.

Here is what the current referral rates would produce on these selected transactions.

SELECTED TRANSACTION / 01
$1.2M

Industrial distributor

80 employees · 15 years of history

TeamsSharePointNetSuiteSalesforce
Referral fee example$71,250
SELECTED TRANSACTION / 02
$500K

Logistics company

46 employees · 10 years of history

OutlookGoogle DriveNetSuiteZendesk
Referral fee example$25,000
SELECTED TRANSACTION / 03
$350K

Accounting firm

60 employees · 13 years of history

TeamsSharePointQuickBooksHubSpot
Referral fee example$17,500

At $1.2M in seller proceeds: 5% × $750,000 + 7.5% × $450,000 = $71,250.

A SIMPLE DIVISION OF WORK

Make the introduction.
We take it from there.

YOUR PART

One client.
One introduction.

Think of one owner who would want to hear about this. Send your referral link or use the introduction note. You do not need to explain the technology or evaluate the records.

OUR PART
  • Talking with your client
  • Guiding the records inventory
  • Finding interested buyers
  • Coordinating the licensing process

We work directly with your client. They provide the business context and decide whether to proceed.

A STRAIGHTFORWARD CLIENT INTRODUCTION

Give your client
something worth exploring.

Your client begins with a short data-value assessment and a conversation. We can approach buyers using estimates of the available records, so there’s no need to gather files before making an introduction.

If there’s an opportunity to pursue, we walk them through the proposed records, preparation, buyer use and payment. They decide whether it makes sense.

See what identity removal looks like

THINK OF ONE CLIENT

Who in your client book
comes to mind?

The distributor that has used NetSuite for a decade. The logistics company with years of support tickets. The accounting practice with a long history in Teams and SharePoint. Think of a business whose work has left a digital record.

30+employees
3+years operating
Digitalwork across the team
Yearsof history in business systems

No client list or data volume estimate needed to make an introduction.

LET’S TALK

Meet Kenny.
Explore the partnership.

We’ll walk through the opportunity, which clients might fit and how you get paid. Choose a time on Kenny’s calendar.

  • Understand the opportunity
  • Discuss clients who might fit
  • Get clear on fees and next steps
Book a call
Already onboarded? Get your referral link.

A FEW PRACTICAL QUESTIONS

Before you start.

START WITH A CONVERSATION

Meet Kenny. Explore the partnership.

Talk through the opportunity, your clients and how the referral fee works.

Book a call Choose a time directly on Kenny’s calendar.