RightExit's Exit Plan Generator turns a 90-minute conversation into a CEPA-grade exit plan your owner-operator clients will actually use. Partner with us, refer the firms in your book ready to plan their exit, and earn recurring commission on every engagement that closes.
Earn 20% on every closed engagement, paid monthly on NET-30 terms. 90-day cookie window means even slow-moving owner clients still credit back to you.
This isn't a coupon-code program. It's a referral relationship with a managing broker who treats your clients the way you do — direct, advisory, numbers-driven.
Apply once, get your tracking link, refer when it makes sense for your client. You keep your independence and your client relationships — always.
The mechanics are simple. The work — choosing the right client to refer — is what we trust you with.
Fill the form below. We approve qualified CPAs, EAs, and advisors within 1 business day. You get a unique tracking link and portal access immediately.
Send your link to owner-operators in your book planning an exit in the next 3–7 years. We provide intro email templates and a one-pager you can drop into client conversations.
Daniel takes the discovery call. You watch progress in your portal. When the engagement closes, commission is credited automatically and paid NET-30 monthly.
“The clients we serve don't want generic exit advice. They want a written plan, run by a broker who'll actually take the call. That's the bar we hold ourselves to — and the bar we ask our partners to refer against.”
We review applications within 1 business day.