ExecWing for business brokers and M&A advisors.
Brokers and advisors who help owners buy, sell and transition businesses. Refer the leaders you already work with and earn a recurring referral fee for as long as they stay. Fee details on request.
Where a dedicated assistant fits.
Owners preparing for a sale need clean books and documented processes. Buyers need to take over without losing momentum. A dedicated assistant helps on both sides.
What your clients usually hand off
- Books and records clean-up before a sale
- Process documentation for transition
- Admin continuity for new owners
- Data room document collection
Roles your clients usually start with
Each assistant is dedicated to one client, managed by ExecWing, and available part-time or full-time (typically 20- or 40-hour workweeks).
How business brokers and M&A advisors work with us
- Refer sellers who need to get records ready
- Introduce buyers during transition planning
- Use an assistant for your own deal admin
Professional rules. Licensed professionals must follow their own referral-fee and disclosure rules. We provide a disclosure template on request; ask your own counsel or regulator if you're unsure.
How the referral works
Sign up
Use the form on the partner page. We send the partner agreement and a W-9 request.
Introduce
Email the leader, copying [email protected]. We confirm acceptance within 10 business days.
We deliver
Meeting, matching, onboarding and weekly quality checks, all handled by ExecWing.
Get paid
Your referral fee is paid after the client pays, with a statement each time.
A summary only; the signed Partner Referral Agreement controls. Read the plain-English agreement summary.
Questions from business brokers and M&A advisors
Will the assistant see confidential deal information?
Only what your client chooses to share, through their own accounts and policies.
Can the assistant stay after the sale?
Yes, if the new owner wants. The client agreement can move with the business by agreement.
Is there a cost to join?
No. There is no fee to join the partner program.
How much do partners earn?
A recurring referral fee on each client you refer, for as long as they remain a client. We share the details when you request the partner agreement.
Do I have to sell?
No. Make an introduction; we handle the meeting, contracting, onboarding and quality checks.
How do I register a referral?
Send an email introduction copying [email protected], or submit the company through your partner sign-up. A referral counts if the client signs within 180 days, and the first accepted registration wins.
When am I paid?
By ACH within 30 days after each month (or quarter, if you choose) in which we collect fees. Balances below the minimum payout carry forward to the next payout.
Is assistance part-time or full-time?
Either. Assistance is available part-time or full-time, typically 20- or 40-hour workweeks.
Ready to introduce a client?
Request the partner agreement, or schedule a 20-minute meeting to see whether the program fits your practice.