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Referral Partner Network | Forensic Deal Hardening - Ensuring Your Clients’ Assets
Withstand Tier-1 Due Diligence.
The primary risk to a successful small to mid-market exit is Institutional Debt, founder-dependency and data opacity that trigger buyer re-trades. The Sovereign Engine
serves as a technical intervention to harden the asset prior to market entry.
By installing a Private AI Brain and an autonomous leadership tier, a founder-led liability is converted into an institutional-grade asset, protecting the
valuation and the advisor’s success fee.
The Strategic Value to M&A Advisors
Technical hardening ensures the asset survives the scrutiny of a buyer’s forensic accounting and legal teams.
Elimination of Re-Trade Levers: Removes "Key-Man" risk and uncodified logic, the primary justifications for post LOI price reductions.
Zero-Latency Due Diligence: A Private llm "Librarian" enables the 2iC to populate a VDR and respond to RFI's in hours, maintaining deal momentum.
Normalised EBITDA: A forensic Add-back Register is established and evidenced, ensuring "Owner’s Rent" is fully defended during valuation.
Partner Economic Framework
The partnership operates on a structured, high-velocity incentive model designed to reward advisors who facilitate the transition of
fragile assets into hardened, institutional-grade entities.
Referral Fee (The OERA Inspection)
For every client successfully introduced to the OERA (Operational Efficiency & Exit Readiness Audit), a referral fee of 20% of the fee is paid upon completion of the
150-minute forensic inspection, regardless of whether the client proceeds to a full retainer.
The 20/90 Protocol (Implementation Commission)
For clients who move beyond the diagnostic phase and into the Sovereign Engine integration (Modules M1 to M4), the 20/90 Protocol is activated:
The Incentive: 20% of the total billed revenue for the Fractional COO Retainer services, excluding the OERA revenue.
The Duration: This commission is paid for the initial 90 days of the implementation project.
The Logic: This ensures the referral partner is involved and significantly rewarded for whilst the Sovereign Engine implementation activity gets traction.
This fee is processed within 14 days of cleared clients funds and receipt of the referral partner's invoice,.
Integration Protocol
1 - Identification: Advisors identify assets with high "Key-Man" risk or operational opacity.
2 - Diagnostic: The asset undergoes the forensic OERA Inspection (£995).
3 - Hardening: Sovereign Engine modules are integrated via a technical retainer.
4 - Exit: The asset is brought to market with a Displacement Dashboard and a proven 2iC, leading to a successful close and success payment distribution.
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