Attorney Referral Program

1. Identify & Introduce

You recognize the need — we handle the business side

When a client faces a business transition, you connect them with AMD Custom Business Brokers while remaining legal counsel.

2. Evaluate & Prepare

We value and position the business for market

 

We support your legal work by handling the brokerage process: confidential valuation, marketing strategy, qualified buyer screening, and deal structuring coordination, while you guide the legal strategy.

3. Market, Negotiate & Close

We find the buyer — we close together

We conduct discreet outreach, handle negotiations, and coordinate closing with full confidentiality.

No. You remain legal counsel and continue advising your client throughout the transaction. AMD Custom Business Brokers operates as the transaction intermediary, managing valuation, marketing, and buyer interaction. We coordinate with you on structure and documentation but never replace your role. The attorney-client relationship always stays intact.

Every engagement is conducted discreetly to protect both you and your client. Businesses are marketed without identifying details, and buyers must sign NDAs before receiving information. We also financially qualify prospects before any serious discussions occur. Your client’s privacy and reputation remain protected throughout the process.

Referrals typically involve a transferable business interest. This includes sales, ownership transitions, partnership disputes, and estate or divorce matters involving a company. We also assist with dissolutions where assets must be monetized properly. If a business has value, we can usually help structure an exit.

We manage buyer communication and deal progression while keeping you involved in legal decisions. You review terms, draft or approve agreements, and guide risk mitigation. Our role is to maintain deal momentum and market leverage. Your role is to protect the client legally and structurally.

We pre-qualify buyers before they ever interact with your client. This includes financial capability, seriousness of intent, and acquisition fit. Unqualified inquiries are filtered out early to avoid wasted time or confidentiality exposure. Your client only deals with credible prospects.

Providing Guidance Partnership Process Answers

We partner with attorneys when clients face business ownership changes. Our brokerage handles valuation, marketing, and buyer sourcing while you remain legal counsel guiding the transaction. The goal is simple: protect the client, reduce your administrative burden, and ensure the business is transferred properly and confidentially.

If a referred client completes a transaction through our firm, you receive a referral fee at closing. There is no upfront cost and no obligation to refer. The fee is paid from our side — your client is never charged extra. The program is designed to reward collaboration while preserving your client relationship.

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