REV Global is a boutique M&A and private equity advisory firm that works exclusively with privately held business owners navigating major financial transitions. Our clients come to us through the trusted advisors already in their corner. This page is written for you.
Real operations with real employees, real revenue, and a founder or family whose financial future is tied to the outcome. These are not start-ups looking for seed capital — they are established companies where the owner needs expert guidance to maximize, protect, or transfer what they've built.
You may recognize them in your client conversations right now.
Owner considering selling to a strategic buyer, private equity, or family member in the next 1–5 years. May not have a timeline yet — curiosity counts.
Leadership succession, management buyout, key person departure, or generational handoff. Owner needs to understand value and structure options.
Valuation needed for gifting, trust structure, or estate tax planning. Business value is a central variable that hasn't been formally established.
Partner buyout, divorce involving business equity, shareholder disagreement, or litigation requiring an independent, defensible valuation.
A qualified referral is simply an introduction to a business owner who meets the profile above and is open to a conversation. They do not need to be ready to sell. They do not need to have a timeline. They do not need to have spoken to anyone else. The only qualification is: they are a business owner, they have a situation that warrants a conversation, and they trust your judgment enough to take a call.
The process is designed to be simple for you and exceptional for your client. You make one introduction. We handle everything from there.
REV Global formally acknowledges referral partners who introduce clients that result in a completed engagement. The structure is designed to be meaningful, compliant with applicable professional licensing requirements, and transparent from day one.
| What REV Global offers | A formal referral acknowledgment on closed engagements sourced through your introduction. The specific structure is discussed and agreed at the time of partner enrollment — and is always compliant with your professional licensing and bar requirements. |
| Engagement threshold | Referral acknowledgment applies to completed advisory engagements, not initial consultations. Your client does not need to close a transaction — a completed valuation, advisory retainer, or sale mandate qualifies. |
| How it's paid | Referral fees are paid at engagement close, documented in writing, and handled through your firm or directly to you depending on your preference and professional structure. We do not require you to disclose the arrangement to your client unless your licensing requires it. |
| Non-monetary value | Beyond compensation, active REV Global partners receive: priority access to Lynn for informal case consultations, market intelligence reports on deal activity in your client's sector, and reciprocal introductions within the REV Global advisor network. |
| No exclusivity required | You are never required to refer exclusively to REV Global. We earn your confidence one referral at a time. |
The following are anonymized narratives based on representative engagements. Details have been changed to protect confidentiality. They are offered to help you visualize the types of situations that typically originate as referrals.
A regional CPA firm had worked with a precision-parts manufacturer for over a decade. The owner — a founder in his early 60s — had begun mentioning retirement in passing during annual tax reviews. The CPA suspected a conversation about business value was overdue but didn't know how to frame it. After a single informal call with REV Global, the CPA made a warm introduction framed simply as a "valuation conversation." REV Global assessed the business, identified three qualified strategic buyers, and ran a targeted sale process over eight months. The owner closed at 6.4x EBITDA — meaningfully above what he had expected. The CPA remained the owner's trusted advisor throughout, was kept informed at every stage, and received a formal referral acknowledgment at close. More importantly, his client left with a result that reflected well on every advisor in the room.
An estate planning attorney was updating a client's trust documents and discovered that the client's wholesale distribution business — the largest asset in the estate — had not been formally valued in over six years. The client had two adult children working in the business with different levels of interest in ownership. The attorney introduced REV Global for a valuation and transition planning engagement. REV Global delivered a defensible enterprise valuation, facilitated a structured family governance conversation, and outlined three transfer scenarios with tax and cash-flow modeling for each. The attorney was able to complete the estate plan with a solid foundation. No transaction was required, but a follow-on engagement for sale preparation was retained 18 months later when market conditions aligned.
A wealth manager noticed that one of her long-standing clients — a 50/50 co-founder of a professional services firm — had become increasingly anxious in portfolio reviews. After a direct conversation, it emerged that the co-founders had reached an impasse and one partner wanted to exit. Neither side had an agreed-upon value for the business, and negotiations had stalled. The wealth manager introduced REV Global, which was engaged to provide an independent, defensible business valuation acceptable to both parties. REV Global also facilitated the buyout structure, advising the acquiring partner on financing options and deal terms. The transaction closed in approximately five months. Both parties remained clients of the wealth manager. The client who exited invested the proceeds into the wealth manager's platform; the client who acquired the business returned for a full exit engagement three years later.
Reach out to Lynn directly. A quick call is all it takes to think through whether a client situation fits — no paperwork, no formal intake.