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🤝 Professional Services Referral Network

The easiest way to get deal flow. Get paid for every referral. Build your reputation on outcomes.

🤝 Professional Services Referral Network

Sellers need lawyers, valuators, accountants, and auditors. Forward OS connects them instantly— and professional firms pay referral fees to get deal flow.

💡 How It Works (New Revenue Stream)

STEP 1: SELLER LISTS

Seller lists business on Forward OS, gets valuation + intelligence

STEP 2: NEEDS SERVICES

During deal process, seller needs lawyer, valuator, accountant, auditor, insurance

STEP 3: WE REFER

Forward OS recommends vetted professional. Professional pays $2,500-$5,000 referral fee per deal

Revenue Per Deal:

Lawyer

$5,000

Valuator

$3,500

Accountant

$2,500

Auditor

$4,000

Insurance

$3,000

100 deals/year × $3,500 avg = $350K+ annual revenue from referrals alone

Browse by Service Type

⚖️ M&A LAWYER

Jennifer Park

Park M&A Legal

New York, NY
4.9

SPECIALIZATION

Small-mid market M&A, SaaS acquisitions

Deals Handled

234

Success Rate

96%

Response Time

2 hours

This Month

12 referrals

REFERRAL FEE

$5,000

Forward OS earns commission. Seller gets free intro.

💰 VALUATOR

Michael Chen

Apex Valuations

San Francisco, CA
4.8

SPECIALIZATION

Restaurant & hospitality valuations

Deals Handled

189

Success Rate

94%

Response Time

4 hours

This Month

8 referrals

REFERRAL FEE

$3,500

Forward OS earns commission. Seller gets free intro.

📊 ACCOUNTANT

Sarah Rodriguez

Strategic Tax Solutions

Dallas, TX
4.7

SPECIALIZATION

Tax optimization, deal structure

Deals Handled

156

Success Rate

92%

Response Time

6 hours

This Month

6 referrals

REFERRAL FEE

$2,500

Forward OS earns commission. Seller gets free intro.

✓ AUDITOR

David Patel

Integrity Auditors

Chicago, IL
4.9

SPECIALIZATION

Financial statement audits, due diligence

Deals Handled

201

Success Rate

95%

Response Time

3 hours

This Month

10 referrals

REFERRAL FEE

$4,000

Forward OS earns commission. Seller gets free intro.

🛡️ INSURANCE

Lisa Thompson

BusinessGuard Insurance

Boston, MA
4.8

SPECIALIZATION

M&A insurance, representations & warranties

Deals Handled

167

Success Rate

93%

Response Time

2 hours

This Month

7 referrals

REFERRAL FEE

$3,000

Forward OS earns commission. Seller gets free intro.

🚀 Are You a Professional Services Firm?

Join our referral network. Get deal flow from Forward OS users. Pay only for referrals that convert to real business.

How it works

  • ✓ List your profile for free
  • ✓ Get seller referrals
  • ✓ Pay $2.5k-$5k per successful deal

Who we need

  • ✓ M&A Lawyers
  • ✓ Business Valuators
  • ✓ CPAs & Accountants
  • ✓ Auditors & Insurance

Expected volume

  • ✓ 5-20 referrals/month
  • ✓ $12.5k-$100k/month
  • ✓ Pre-qualified hot deals

💎 Why This Is Brilliant for Everyone

Sellers Win

Get vetted professionals recommended by platform they trust

Professionals Win

Pre-qualified deal flow. Pay only for real business. Build reputation.

Forward OS Wins

$2.5k-$5k per referral. 100 deals/year = $350k annual recurring revenue

Network Effect

More professionals = better seller experience = more sellers = more professionals

Ready to Get Deal Flow?

Apply to join the Forward OS Professional Services Referral Network