Wealth & Financial Advisors: refer business owners, earn the fee. Your AUM grows when your business-owner clients exit. The exit is the AUM event. If you do not have a strong M&A advisor referral path, you are leaving real money on the table — both your fee and your client outcome.
When Wealth & Financial Advisors Refer To WETYR
- Client business is the largest asset; retirement planning hits the exit reality
- QSBS or Section 1202 conversations about future tax mitigation
- Trust funding decisions tied to expected liquidity event
- Insurance coverage adjustments suggesting transition planning
- Adult-child succession discussions
Why Reciprocal Flow Matters For Wealth & Financial Advisors
When WETYR helps a client exit successfully, the post-close liquidity needs sophisticated wealth management. Reciprocal referrals are the largest reciprocal flow in the WETYR partner network.
Compliance For Wealth & Financial Advisors
SEC and state rules govern referral compensation for registered advisors. Reciprocal-only structure is the most common election for RIAs. See the how-it-works page for the standard / charity-direct / reciprocal-only options.
Fee Schedule
Same public fee schedule as all WETYR partners. 10% of success fees on closed sell-side or buy-side transactions. $10K-$50K flat on direct operator-buyer acquisitions. 10% of first-12-month retainer on consulting engagements. 5% on rollup engagements over 24-month windows. Full schedule on the main partner page.
First Referral Process
Submit via the online form or email partners@wetyr.com. WETYR responds within 1 business day. Partner agreement is sent for electronic signature on first qualifying referral. Future referrals only require submission via form.
For Wealth & Financial Advisors: Start The Conversation
Schedule a 20-minute call to discuss whether the program fits your firm's compliance environment and reciprocal-flow needs.
Authoritative Sources & Further Reading
WETYR works alongside primary sources, regulators, and industry data providers when advising owners and operators. The references below are the same sources our advisory team uses when modeling deals, 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 deal-specific advisory, 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's advisory or operator-buyer engagement is a fit. Our team responds to every inbound inquiry within one business day.