SmartPeer for business consultants

The referrals you already make

Consultants and coaches sit closer to owners than any other adviser — close enough to hear the real questions: what's my exit worth, what happens if I'm ill, where does the money go when I sell. None of them are consulting questions. All of them need someone.

Completing your advice with a professional referral process makes you more valuable, not less central: you become the person who not only diagnosed the issue but produced the specialist.

Four referral moments you saw this month

The exit conversation

Every strategy engagement eventually reaches “and then I sell”. Exit-readiness is your work; the owner's personal proceeds plan is an adviser's.

The key-person audit

Your org-chart review just found a single point of failure. Key person cover and shareholder protection turn the finding into action.

The profitable extraction

Owners taking dividends ad hoc while their pension sits empty — a structured conversation between their accountant and an adviser, brokered by you.

The missing continuity plan

No shareholder agreement, no business LPA, no will mentioning the shares. Consultants see this constantly; now there's somewhere to send it.

How SmartPeer works for your profession

SmartPeer turns “you should talk to someone about that” into a tracked introduction to a vetted professional — with the owner's consent recorded, your disclosure documented, and your commission statement showing what each introduction produced.

What your firm gets

Vetted destinations for financial advice and estate planning — no sourcing, no vetting burden
Client consent captured online before any contact — GDPR built in, not bolted on
A disclosure letter generated automatically for every referral, on your letterhead
Live tracking from introduction to completion — no more black-hole referrals
A commission statement that reconciles: every introduction, every payment, every period
No fees, ever — SmartPeer earns a share only when your referral completes