Partner Program

Your Clients Deserve the Best Exit. We Make That Happen.

We work with a select group of CPAs, business attorneys, and financial advisors across Florida who refer clients considering an exit. When a deal closes, we take care of our partners — and your client gets a world-class transaction.

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Why CBH

Built for Professionals Who Put Clients First

Your clients trust you with their most important financial decisions. When they are ready to sell their business, they need an advisor who will protect that trust. CBH is who you call.

4,000+ Active Buyers

From individual operators to private equity firms with $1B+ to deploy. We match sellers to the right buyer — not just the first one who shows up.

Confidential by Default

Every engagement is handled with strict confidentiality. Employees, customers, and competitors never know a business is for sale until the deal is done.

Maximum Valuation

We create competition between buyers to drive price. Our full-team approach — marketing, NDA coordination, LOI strategy — means your client walks away with more.

Free for Your Clients

Free Broker's Opinion of Value

We typically charge $2,000–$3,000 for a Broker's Opinion of Value. For clients referred by our professional partners, we offer it at no cost — no listing agreement required, no obligation.

Your client gets a clear, professionally prepared valuation with industry comparables and specific recommendations to increase their multiple before going to market. Even if they are not ready to sell today, they leave with a roadmap.

Professionally prepared valuation
Industry comp analysis
3–5 specific levers to increase their multiple
Exit timeline and market conditions overview
No obligation, no pressure

For Partners

We Take Care of Our Partners

When a client you refer closes a transaction with CBH, we take care of you. Our partner arrangements are handled confidentially and structured to meet applicable professional guidelines.

We work with a select group of professionals who share our commitment to their clients. If that sounds like you, let's connect.

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Ideal Partners

Who We Partner With

CPAs & Accountants

You see your clients' financials every year. You are often the first to know when they are thinking about an exit.

Business Attorneys

Entity restructuring, succession planning, estate work — you are already in the room when exit conversations start.

Financial Advisors

Your clients' business may be their largest asset. A successful exit changes their entire financial picture.

Business Consultants

Operational, growth, or turnaround consultants who work closely with business owners on long-term strategy.

Refer a Client

Submit a Deal

Have a client who might be ready to explore their options? Share the basics below. We will reach out within one business day — confidentially.

For Sellers