Submit a referral. Confidential. We respond within 1 business day. You stay in the loop while we work with your client. Fee terms are explained on the main partner page and set in the Partner Agreement.
After You Submit
You receive an automated confirmation with a tracking reference number. WETYR reviews and responds within 1 business day with one of three outcomes: (1) yes, we can help - here is the introduction plan, (2) yes, but a partner firm is the better fit - we will hand off and copy you, or (3) not a fit for us, here is the specialist who is right. In every case you stay in the loop.
Confidentiality
Owner identifying information is treated as confidential under standard NDA practice. WETYR will not contact the owner without your confirmation when you indicate they are unaware. Submission information is stored encrypted and accessed only by the WETYR partner team.
Multiple Referrals
Submit one form per business referred. There is no limit on the number of referrals a partner can submit. Many active partners send 4-12 referrals per year. Some send 1-2. Both relationships matter.
Prefer To Talk First?
Schedule a 20-minute call to discuss the program before submitting your first referral.
Authoritative Sources & Further Reading
WETYR works from primary sources, regulators, and industry data providers when consulting with owners and operators. The references below are the same sources our team uses when modeling valuations, benchmarking multiples, and stress-testing assumptions. We encourage every owner, buyer, and operator to verify any data point that materially affects their decision against the underlying primary source.
Primary Federal Sources
- U.S. SBA - 7(a) Loan Program for acquisition financing eligibility, terms, and lender list.
- SEC EDGAR for public-company comparables, 10-K disclosures, and recent strategic acquirer filings.
- IRS - Sale of a Business on Section 1060 asset-allocation reporting and tax treatment of asset vs stock sales.
- U.S. Bureau of Labor Statistics - Industries at a Glance for wage, employment, and growth data by NAICS code.
- U.S. Census Economic Census for industry size, firm counts, and revenue distributions.
- Federal Reserve Economic Data for prevailing rate environment underwriting.
Standards & Reference Bodies
- AICPA for Quality of Earnings methodology and CPA standards governing transaction-related financial work.
- FINRA Rules and Guidance for understanding when a transaction crosses into broker-dealer territory.
- NACVA business valuation credentialing body and standards (CVA designation).
- USPAP - Uniform Standards of Professional Appraisal Practice for valuation engagement standards.
- Investopedia - EBITDA reference page for definitional alignment with our glossary.
- Harvard Business Review - Mergers and Acquisitions archive on integration and post-close value creation.
For deeper transaction-specific data, the GF Data and PitchBook private-company transaction databases publish quarterly multiple ranges by industry size band that we cross-reference against our own pipeline benchmarks. Owners considering a sale should also review the Pepperdine Private Capital Markets Report (free, annual) for current cost-of-capital and lender appetite data across the lower middle market. Buyers underwriting search-fund or holdco theses commonly pair Stanford GSB's Search Fund Study with the IBBA Market Pulse report, which tracks multiples for sub-$50M transactions quarterly. None of these sources replace advice on a specific deal from your own attorney, CPA, or licensed advisor, but they give owners and operators the same reference points professional acquirers are using on the other side of the table.
Related WETYR Resources
Every WETYR resource ladders into a structured engagement framework. Whether you are diagnosing readiness, modeling a number, or preparing for a specific transaction phase, the resources below cover the most common owner and operator workflows. All tools are free; all guides are operator-written; all engagements start with a confidential conversation.
Engagement Pillars
Decision Tools
Operator-Written
Glossary & FAQ
Checklists & Templates
Niche Coverage
If you are not sure where to start, the Exit Readiness Score takes about four minutes and produces a one-page diagnostic on the value drivers most likely to compress your multiple. From there the natural next step is either a long-form guide covering your specific situation, a focused glossary term lookup, or a confidential introductory call with our team to discuss whether WETYR consulting, a buyer introduction, or a direct purchase by WETYR is a fit. Our team responds to every inbound inquiry within one business day.