PARTNER BRIEFING FOR M&A BROKERS, CFOS, CPAS, MSPS & ADVISORS
How M&A Brokers, Fractional CFOs & B2B Advisors Earn a 6% Direct Commission Introducing Businesses to AI Data Licensing
See how business brokers, fractional CFOs, CPAs, IT/MSP owners, and B2B connectors earn $6,000 to $120,000+ per closed client referral (plus a 1% sub-broker override) helping established companies license their historical software archives.
Why You Should Watch This Free Training
If you advise, broker, or manage IT for established businesses—whether in roofing, construction, solar, HVAC, legal, accounting, healthcare, or mid-market B2B—your clients are sitting on historical software archives worth $100,000 to $2,000,000+ to a Dallas-based principal AI data buyer.
Through the official Broker Referral Agreement (Version 4), registered partners earn a 6% direct cash commission on the gross value collected from every referred company (plus a 1% override on deals closed by sub-brokers you recruit), protected by a strict 90-day First-to-Register window.
Here is what you will learn inside this free session:
How the 6% Direct Commission + 1% Sub-Broker Override Works
Earn 6% of the gross value collected on every closed company you refer directly ($6,000 on a $100K deal, $18,000 on a $300K deal, up to $120,000+ on a $2M deal), plus a 1% override on deals brought in by other brokers you invite.
Turn Unsold M&A Listings, Wound-Down Clients & Existing Rosters Into Cash
M&A brokers monetize dead or paused listings; Fractional CFOs and CPAs bring unexpected non-dilutive cash to their clients; and MSPs unlock six-figure payouts for the 50+ businesses whose software stacks they already manage.
90-Day 'First-to-Register Wins' Portal Protection
Inside your Partner Portal, you can register a prospect by name and email or share your personal intake link. If the company isn't already in the buyer's pipeline, your attribution is locked in for 90 days.
Zero Selling, Zero Price Quoting & Zero Technical Work
Your only job is the warm introduction. The principal buyer's underwriting and engineering team handles the NDA, valuation, contract, third-party PII scrubbing, and archive export.
How to Activate Your Partner Portal in Under 60 Seconds
Watch this briefing and open our step-by-step Partner Portal Onboarding Guide to create your Broker account, sign the one-page Broker Referral Agreement (Version 4), and grab your 6% referral links.
Qualified companies typically receive between $100,000 and $2,000,000+ depending on the number of active software systems, years of history, and record volume. Recent verified payouts include $450,000 for a roofing company, $300,000 for a general contractor, $275,000 for a solar company, $110,000 for a marketing agency, and $640,000 for a combined 3-tool workspace (Slack, CRM, and email).
18 categories and 77 business software platforms qualify, including team chat (Slack, Microsoft Teams, Google Chat, Discord, WhatsApp Business), email & calendar (Gmail, Outlook), CRM (HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Dynamics 365 Sales, Close), field operations & construction software (ServiceTitan, Procore, JobNimbus, AccuLynx, Buildertrend, Housecall Pro, Jobber, CompanyCam, Arrivy, FieldEdge), customer support (Zendesk, Intercom, Freshdesk, Help Scout, Gorgias), project management (Jira, Linear, Asana, ClickUp, monday.com, Trello), phone & meeting recordings (RingCentral, Aircall, Dialpad, Zoom, Google Meet, Gong, CallRail, Five9, Nextiva), files & wikis (Google Drive, SharePoint, OneDrive, Dropbox, Box, Notion, Confluence), and accounting/ERP (QuickBooks, Xero, NetSuite, Sage Intacct, SAP, Odoo).
Every transaction is protected by a binding legal Non-Disclosure Agreement (NDA), a two-person access firewall, and an independent third-party privacy specialist that scrubs all Personal Identifiable Information (PII)—including names, email addresses, phone numbers, physical addresses, and payment details—before any AI lab sees a single record.
No. Zero company files or private records are uploaded when you register or complete the 5-minute valuation profile. You simply check off which software tools your team uses and how long you have been in business, and the underwriting desk returns a written cash offer within 1 to 2 weeks.
No. Licensing your past software history is 100% non-dilutive revenue. You retain 100% ownership of your company and your data, take on zero debt, and the AI buyer's engineering team handles the export directly once you accept the written offer.