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George & Company Referral Program

At George & Company, we value the trust of our colleagues, clients, and professional partners. Many of our best relationships begin with a simple introduction from someone who knows a business owner well and believes they may benefit from a confidential conversation about value, timing, or transition planning.

If you know a business owner who may be considering a sale, succession plan, valuation, or ownership transition, we would be glad to speak with them. We often help owners who are planning ahead, not just those who are ready to sell today. Early conversations can lead to better preparation, better marketability, and better outcomes.

Submit a Referral

Who is a good referral?

We are often a good fit for business owners who are:

  • Thinking about selling within the next 6 to 36 months.
  • Wondering what their business may be worth.
  • Preparing for retirement, family succession, or a partner transition.
  • Looking for ways to improve value before going to market.
  • Facing a transition that may involve real estate or other related planning.
Submit a Referral

Our referral fee

As a thank-you for qualified referrals that result in a signed listing agreement and a successful closing, George & Company pays a referral fee in accordance with our policy and any applicable legal and ethical requirements. The referral fee is paid after the transaction closes and George & Company has received its compensation.

We believe in transparency, and we are happy to discuss the details with you in a clear and professional way.

How we handle referrals

When you refer someone to George & Company, we handle the introduction with care, confidentiality, and respect. If appropriate and with client permission, we can provide general updates on progress as the matter moves forward.

We also take compliance seriously. Referral fees and introductions are handled only in a manner consistent with applicable laws, licensing rules, disclosure requirements, and professional ethics standards.

Our commitment

We know that a referral is a reflection of your trust. Our goal is to treat every introduction well, communicate professionally, and make the process easy for the client and respectful of the relationship that brought them to us.

Submit a Referral

Submit a Referral

If you would like to refer a client, colleague, or business owner, please contact George & Company. We appreciate the opportunity to help.

Referral fees are paid only for qualified referrals that result in a closed transaction and only to the extent permitted by law, regulation, and applicable professional ethics rules.