Private referral Network

Need a referral?

Our Private Referral network is designed for the highest level of business interaction for those who prefer to work one on one or in private, and only if referred. Just like you many of our high net worth investors, family office members and c-suite executives life very busy PRIVATE LIVES and want to ba part of our eco-system but dont want to be bombarded so they keep more private and wait for our PRIVATE REFERRAL NETWORK to do its job. You call us, we will do a quick interview and if the opportunity is right we will connect you with a member in the PRIVATE REFERRAL NETWORK . Its pretty simple call 972-800-6670  and you will be connected to the best match based across our network supporting the list (but not limited to) below:

Investor Relations

If you are looking to do an Angle, VC round, Series A up to mezzanine debt and beyond we have both institutional and private money lenders in our network willing to entertain opportunities.

  • Start-Ups
  • Real Estate
  • Equipment

High Net Worth Individuals use us as a virtual Family Office referral system where we vet the opportunity to their personal goals but they do the full deal. We just act as the GEEK REVIEW or Industry expert. Once we qualify we will aslo come along side the project to help scale, optimize and maximize on the opportunity.

Insurance

We have several high net worth clients, family offices and “buy Side Offices” looking to acquire or invest in opportunities validate by our team.

You must meed our requirements but if qualified we will help you package your deal and optimize it for maximum pick-up across our know group saving you and them time and money.

We have current “Buy Side REquests” for the following:

  • BioTech & Medical Practices
  • Service Business over $1M annually
  • Transportation & Logistics
  • SaaS, Technology, AI
  • Multi Unit Properties (100+ doors)

Tax Registration

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Interim Management

Considering different types of Alternative investments

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Bolt-Ons or Roll-Ups 

(Operator and key staff required to stay in place for 24 months)

Technology, Social Media, Training

If you have a business needing to scale and are looking to leverage a roll-up stratdgy to acquire the need capital to scale and win in explosive markets we have demand in:

Tools provided
1M Member Groups

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Invetsments, Insurance, RIA

Finance roll-ups are booming and our Private Referral Network has demad globally for:

TOOLS PROVIDED

Memberships

If you have an active membership we have the perfect way to increase your $$$

Roll Up and Add On for profit
Niche Industries

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Speciality Products on Amazon

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Entertainment

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what makes me different

Why choose my services?

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I’m an Expert Accountant

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  • Analytical Mind
  • Detail-Oriented
  • Ethical
  • Inquisitive
Professional and Trustworthy

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Dedicated Accounts Service

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Responsive And Friendly Service

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Provide A Secure Online Area

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*New* Private MarketPlace

BY DEMAND we have now opened our “Private MarketPlace” where our trusted referral partners can now leverage not only our reach and customer database but our Proprietary Demand Generation Engine to help BUY/SELL/TRADE getting REAL BUSINESS DONE ! Got Questions text 972-800-6670