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For accountants, lawyers and advisers

A responsible referral pathway for your business-owner client.

Barry works alongside existing professional advisers when a client needs an early sale-readiness, business-brokerage or M&A conversation.

01Existing adviser respected
02Scope made clear
03SME & M&A pathways
04Confidential contact
Coordinated around the client

Keep commercial, legal, tax and financial work connected.

A referral may begin years before a sale, when an owner is considering succession, retirement, a strategic approach or simply wants to understand readiness.

Barry can provide an initial confidential fit discussion, explain the likely FINN pathway and agree how communication should work. He does not replace the client’s legal, tax, accounting, financial or formal valuation advisers.

Established SMEs and smaller clients remain welcome through FINN Business Sales. Larger, $2M+ and complex assignments can access Barry’s National M&A Partner capability.

Accountants

Connect reporting to buyer scrutiny

Coordinate maintainable earnings, adjustments, working capital and financial-information readiness.

Lawyers

Surface transaction issues early

Identify ownership, contracts, leases, licences, IP and change-of-control matters for specialist review.

Finance & wealth advisers

Align the sale with owner objectives

Keep transaction timing connected to funding, retirement, risk and post-sale planning.

Discuss the situation without disclosing sensitive details.

Start a referral conversation
Call BarryRefer a client