Professional Participation
The Referral Partner Program™
Not every professional wants or needs to implement Seller Progression Workflow™ directly. Some simply encounter business owners who are thinking about a future sale or transition and are not yet ready for deeper professional work.
Referral participation allows a professional to direct an appropriate owner to SellerPreparation.com — a separate, owner-facing educational assessment platform — while preserving the professional relationship and the owner’s independence.
What Referral Participation Is
A way to give an owner somewhere useful to go.
Path A
Use SPW Professionally
For professionals who want to implement the licensed framework directly within their own practice. Pilot participation and licensing remain the authoritative pathways.
Path B
Refer an Owner
For professionals who encounter owners who could benefit from a neutral, self-directed preparation experience without the professional implementing SPW directly.
These paths are complementary. A professional does not need to purchase or license SPW in order to request Referral Partner participation, and a Licensed Professional may also participate in owner referrals where appropriate.
Why This Exists
Early-stage owners need somewhere to go.
- Give early-stage owners a credible place to go before deeper professional work begins.
- Reduce repetitive unpaid early-stage education.
- Preserve the professional relationship rather than interrupting it.
- Improve the quality of the next professional conversation.
- Support owner autonomy and self-directed understanding.
- Preserve professional expertise rather than replace it.
One Ecosystem · Two Platforms
How the two platforms relate.
SellerProgressionWorkflow.com
Professional infrastructure
Professional education, licensing, Pilot participation, implementation resources, the professional dashboard, and professional participation — including referral participation.
SellerPreparation.com
Owner education
Owner-facing education and self-directed Seller Preparation Assessments™, purchased and completed independently by the owner.
The professional may introduce the owner. The owner chooses whether to visit, purchase, and complete an assessment. SellerPreparation.com does not automatically transmit an owner’s answers, documents, or progress to the referring professional. The owner remains in control of completed assessment files and may share them with their own professionals if they choose.
The Role
What a Referral Partner does.
Step 1
Receive an approved referral relationship
Referral participation begins with a reviewed request. Submitting an inquiry does not by itself activate referral participation.
Step 2
Receive an assigned referral link when activated
Referral attribution is administered through the applicable referral program infrastructure on the owner-facing platform.
Step 3
Share the link with an appropriate owner
The professional introduces the owner to a neutral, self-directed educational environment. Nothing further is required.
Step 4
The owner decides independently
The owner chooses whether to visit, purchase, and complete an assessment. There is no obligation on either party.
Step 5
Participation rewards are administered under program terms
Eligible referred purchases may qualify for participation rewards under the applicable Referral Partner Program terms.
Referral participation is governed by the applicable Referral Partner Program terms. SPW does not publish reward percentages, payout schedules, earnings projections, or income claims, and referral participation is not represented as a source of expected income.
Suitability
Who this may fit.
- Independent business brokers
- M&A advisors
- CPAs
- Fractional CFOs
- Exit planners
- Valuation professionals
- Attorneys
- Lenders
- Wealth advisors
SellerPreparation Professional Preview™
See the owner experience before referring an owner.
Professionals who want to understand the SellerPreparation owner experience before directing appropriate owners there may request a protected Professional Preview. It is a protected, terms-gated evaluation experience — optional, and not required for Referral Partner participation. Requesting a Preview does not enroll a professional as a Referral Partner.
Request Access
Request Referral Partner access.
Program Terms
Referral Partner Program Agreement
Version RPA-1.0 · Effective 2026-09-12
1. What this agreement is
This agreement governs participation in the Seller Progression Workflow™ (SPW) Referral Partner Program. Accepting it is required to submit a referral participation request. It does not by itself create referral participation, a referral link, a referral account, or any payment right. Participation remains reviewed and exception-based, and SPW may decline any request.
2. Participation rewards
If SPW activates your participation, referral rewards are: 33% of the net purchase amount for a qualifying SellerPreparation.com assessment purchase, and 40% of the net purchase amount for a qualifying SPW license purchase. There are no tiers, escalators, or volume bonuses. Rewards apply only to qualifying purchases attributed to your assigned referral link under the program's attribution rules.
3. 30-day hold
Every qualifying reward is subject to a 30-day hold measured from the qualifying purchase before it may become eligible for payout. Amounts within the hold period are not earned, owed, guaranteed, or payable.
4. Reversals, refunds, and chargebacks
If a referred purchase is refunded, reversed, charged back, disputed, canceled, or determined to be fraudulent, duplicative, or non-qualifying, any associated reward is void and may be reversed or offset against future amounts, before or after the hold period.
5. No owner data access
SellerPreparation.com is a separate, owner-facing platform. Business owner identities, answers, documents, assessment progress, and results are private. Referring an owner does not give you access to owner data, and SPW does not transmit owner data to you. An owner may choose to share their own materials with you directly.
6. Independent, non-exclusive relationship
You participate as an independent party. This agreement does not create employment, agency, partnership, joint venture, or franchise. It is non-exclusive for both parties, and either party may end participation at any time.
7. No authority to bind; no implied endorsement
You have no authority to bind SPW, SellerPreparation.com, or Greg Dombrowski, to make commitments, warranties, guarantees, pricing statements, income claims, or outcome claims on their behalf, or to state or imply sponsorship, endorsement, certification, accreditation, or approval of you or your practice.
8. No professional advice
SPW, SellerPreparation.com, and Greg Dombrowski do not provide legal, tax, accounting, valuation, brokerage, investment, or transaction advice to you or to any owner you refer. All materials are educational. You remain solely responsible for your own professional work and advice.
9. Compliance
You will comply with all applicable laws and regulations, including advertising, disclosure, anti-spam, privacy, securities, and licensing rules, and with the rules of any professional body, licensing authority, employer, brokerage, or organization you are subject to. You are responsible for confirming that referral participation and any reward is permitted in your circumstances, and for making any required disclosure to owners.
10. Payout eligibility requirements
No payout can be issued until you complete all required eligibility steps, which may include onboarding with the payment processor (Stripe), identity/KYC verification, and valid tax documentation. SPW makes no representation that any payment, legal, tax, or processor approval currently exists, and nothing here is a promise of income.
11. Suspension and termination
SPW may suspend, withhold, reverse, or terminate participation and any associated amounts at any time for compliance concerns, suspected fraud or manipulation, misrepresentation, breach of this agreement, or program discontinuation.
12. Changes to the program
SPW may modify this agreement or the program by issuing a new version. Material changes apply on a going-forward basis, and continued participation may require acceptance of the newer version.
This agreement is provided in plain language for program administration. It is not legal advice and is not represented as attorney-approved. You are encouraged to review it with your own advisors.
Want to see the owner experience first? Experience SellerPreparation before referring an owner through the protected Professional Preview. It is optional and is not required for Referral Partner participation.
Prefer the general inquiry pathway? Visit Contact and select “Referral Partner Participation.”