Referral Partner Program

We position businesses for maximum value, guide owners through a structured process, and bring the right acquirers to the table, from strategic acquirers to individual buyers.

Help your clients navigate a successful exit with Bbg.

We've worked with over a hundred of Rhode Island's small businesses over the years. Our approach goes far beyond just "listing a deal".

Why Refer to Bbg?

Trusted Sell-Side Advisors
with Real Results

Clear Referral Fees,
Fair Pricing Methodology

Unmatched Capabilities in Local Market to Prepare For & Maximize a Sale

Referral Process​

How It Works

Referring to Bbg is simple. Just submit a qualified business owner using our referral form, we’ll handle the rest.

Submit a Referral
Fill out referral form with basic contact details of the business owner.
We Reach Out
Our team makes the first contact to explore the referral goals and needs. We never hard-sell or push unwanted conversations.
Discovery and Fit
If it's a match, we walk them through exit readiness, valuation, planning, and the sale process.
They Engage with Bbg
Once they formally engage us, we begin our tailored advisory process.
We Guide Through To A Sale
We work with the business owner helping to source buyers, negotiate deal terms, and getting to the finish line.

Who Should Join the Referral Program?

If you work with or know business owners, you’re in a unique position to help them succeed while earning a valuable commission.

CPAs, accountants and financial advisors

Business attorneys

Local business associations and chambers

Commercial real estate agents

Commercial lenders and bankers

Fractional executives and consultants

How We Can Educate Your Client Without Obligation and Align with You

The process of selling a business can be complex and daunting for a small business owner.

Before we engage with your client, it’s best that we connect to discuss how you feel we best approach the conversations to start. From that discussion, we may decide whether in-person or by phone would be better for the introduction.

Beyond an introduction, we can help small business owners through a one-to-one free consultation (with you invited if you wish to join) or through a seminar/webinar based educational workshop.

Our focus is on discovering what the best approach is to collaborate with you and for your clients.

The Basis of Our Success Fee

We base our success fee on the Double Lehman Formula. This time-tested model scales our compensation down for fairness to the client as the size of the deal grows larger.

The Double Lehman Formula

Our success fee structure

▪️ 10% of the first $1 million

▪️ 8% of the second $1 million

▪️ 6% of the third $1 million

▪️ 4% of the fourth $1 million

▪️ 2% of all amounts above $4 million

Monthly Engagement Retainer

100% Credited towards Success Fee at Closing

Selling a business successfully, on a reasonable schedule, and at the right price requires consistent effort. We charge a monthly fee because we are not going to just take your business, list it online, and wait for buyers to show up. We make a concentrated effort in selling the business, conducting outreach, and refreshing materials. This retainer is credited towards the client’s success fee at sale, so they pay it early with greater commitment to the process yet not in addition to the success fee in our partnership.

Purchase Price Estimate* Under $750K

$ 500
per month

Purchase Price Estimate $750K - $2.5M

$ $1,000
per month

Purchase Price Estimate $2.5M - $5M

$ $2,000
per month

Purchase Price Estimate $5M+

$ $4,000
per month

* Determined through a Most Probable Selling Price (MSPS) backed by real market data prior to engagement commencing.
** Credited back at closing as part of the success fee.

Referral Fee Table

Deal Size (Purchase Price Examples)

  • $500,000
  • $1,000,000
  • $2,500,000
  • $5,000,000
  • $10,000,000

Bbg Success Fee

  • $50,000
  • $100,000
  • $210,000
  • $300,000
  • $400,000

Referral Fee (10%)

  • $5,000
  • $10,000
  • $21,000
  • $30,000
  • $40,000

What Makes a Good Referral to Bbg?

▪️ Generates $500K to $10M in revenue.

▪️ Has operated successfully for at least five years.

▪️ Ready for the next chapter of their life, typically retirement.

▪️ Responsive, responsible, and willing to contribute.

Even if they’re just exploring the idea and want an idea of the process and potential valutation, send them our way. We'll handle it with care and professionalism.

Ready to Refer?

Know a business owner who might be thinking about selling, or just starting to explore their options? We’d love to connect!

Let us know how you’d like to handle the introduction and we’ll follow your lead.

Submit Your Referral Below

Referral Partner Program 2