Exclusive Accountant Referral Program

Earn substantial referral fees while providing your clients with expert M&A advisory services from Canada's leading middle-market transaction firm. Not an accountant? Click here. Food industry? Click here.

Accountant Referral Program

Business handshake

A Partnership That Benefits Your Practice

As a trusted advisor to business owners, you're uniquely positioned to identify clients who could benefit from our M&A expertise. Our Accountant Referral Program creates a seamless way for you to add value to your clients while generating additional revenue for your practice.

We specialize in transactions ranging from $5 million to $500 million, serving entrepreneurs, family-owned businesses, and corporate clients across all major industries.

Generous Referral Fees

Earn competitive fees based on transaction size, with no cap on potential earnings.

Client Protection

We maintain strict confidentiality and always act in your client's best interest.

Ongoing Partnership

We keep you informed throughout the process and coordinate with your advisory services.

Your Benefits

Our referral program is designed to provide maximum value to your accounting practice.

Revenue growth

Additional Revenue Stream

Generate substantial referral fees without additional work or risk to your practice.

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Client value

Enhanced Client Value

Provide your clients access to top-tier M&A expertise when they need it most.

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Practice growth

Practice Growth

Differentiate your firm by offering comprehensive financial solutions, including M&A advisory.

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No conflict

No Service Conflict

We specialize exclusively in M&A, with no competition for your core accounting services.

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Simple Referral Process

Our streamlined process makes it easy to refer clients and earn fees.

1

Identify Opportunity

Recognize a client who may benefit from M&A services during your advisory work.

2

Submit Referral

Complete our simple referral form with basic client information.

3

Initial Discussion

We conduct a confidential consultation with your client.

4

Engagement

If your client engages our services, we formalize the referral agreement.

5

Transaction

We manage the entire M&A process while keeping you informed.

6

Fee Payment

You receive your referral fee upon the successful closing of a transaction.

By The Numbers

Our track record of successful transactions means more earnings for our referral partners.

0
Accountant Partners
$0M
Paid in Referral Fees
0
Average Fee per Transaction
0%
Repeat Referral Rate

Accountant Testimonials

Hear from accounting professionals who have successfully referred clients to our program.

The MerchantBanker referral program has become a valuable part of our practice. In just two years, we've earned referral fees while providing our clients with exceptional M&A services. The process is seamless, and they always keep us informed throughout the transaction.
Michael Chen

Howard

Accounting Firm with a referral relationship.

As a tax advisor, I often work with business owners considering succession options. MerchantBanker's referral program allows me to offer comprehensive exit planning services without needing to develop M&A expertise in-house. Their team handles everything professionally and my clients consistently report excellent experiences.
Sarah Johnson

Sarah Johnson, CPA

Tax Partner, Johnson Advisory Group

What impressed me most was how MerchantBanker protected my client relationship throughout the process. They involved me in key discussions and ensured the transaction aligned with our tax planning strategy. The referral fee was just the icing on the cake - the real value was in the enhanced service we could offer our client.
David Wilson

David Wilson, CPA, CMA

Managing Partner, Wilson & Co.

Submit a Referral

Complete this form to refer a client and begin earning referral fees.

Let's Grow Together

By partnering with MerchantBanker, you're not just earning referral fees - you're enhancing the value you provide to your business clients. Our team will work closely with you to ensure a smooth process that benefits all parties.

Why Accountants Choose Our Program:

  • Competitive referral fees are paid at closing
  • No cost or obligation to participate
  • Protection of your client relationships
  • Regular updates on referral status
  • Coordination with your tax planning
  • National coverage across all industries

Referral Hotline

+1 (905) 726-4495

Referral Email

office@merchantbanker.ca

Accountant Referral Form