A Resource for the Advisors Your Clients Already Trust
When a business owner starts thinking about selling, they usually talk to you first. This toolkit helps you recognize the signs and make a confident introduction.
Boss Group International works with privately held businesses in the lower-middle and mid-market, typically with revenues between $1M and $50M. We handle the sale process with structure, confidentiality, and professionalism.
We built this toolkit specifically for CPAs, attorneys, wealth advisors, and other trusted professionals who work closely with business owners. It covers who we work with, how to spot the signs a client may be approaching an exit, how referrals work, and what your client can expect from a first conversation with us.
Your client relationship stays intact. We do not replace your advisory role.
Included In This Toolkit
What’s Inside
01
Who We Serve
The types of businesses and owners BGI represents
02
Ideal Referral Indicators
A quick reference for recognizing clients who may be approaching a transition
03
How Referrals Work
Three simple introduction options, plus our response and confidentiality commitments
04
A Business Owner Readiness Checklist
A one-page tool you can share directly with a client who is starting to ask questions