For brokers, CPAs and lawyers
Your client isn’t ready yet. We’ll get them there.
Some clients have more value to unlock before they sell, pass it on or bring in investors. Growthroom do that work inside the business, alongside you, so they’re ready for the next step.
Business Brokers
Stalled listings and “not yet” clients come back to you as businesses that sell. You keep the client and the mandate. We never take listings.
CPAs and Valuators
When a valuation disappoints, or a client wants to raise capital, we close the operating gaps while you handle tax, structure and reporting.
Lawyers and Wealth Advisors
For clients one to four years from a sale, a family handover or a liquidity event, a business that needs its owner less makes succession and estate planning simpler.
How it works
01
You introduce
Send us a short email or set up a three-way call with your client. We’ll listen first, keep everything confidential, and tell you honestly whether we’re the right fit before any work begins.
02
We review
Over three weeks, we assess your client’s business the way a buyer or investor would: owner dependence, the numbers, and customer, team and contract risks.
We then give your client a written gap report and a plan, and share it with you once they agree.
03
We build
We work inside the business with the founder and their team to close the gaps, one priority at a time. The timeline depends on how urgent and complex the situation is.
You get regular progress updates, so you always know where your client stands.
04
You take it forward
We hand your client back with a business that’s stronger, cleaner and ready for the next step, whether that’s a sale, a handover or bringing in an investor.
We stay on hand to support you and your client through the process.
What we don’t do
We don’t find buyers, negotiate deals, value businesses or give tax or legal advice. That stays with you. Our job is to make your client’s business worth more and easier to transact.
We’re operators, and we work where operating experience moves the value. If your client is in one of these sectors, we’ll tell you upfront and point you to someone better suited.
Regulated professional practices: medical, dental, legal and accounting firms
Businesses in financial services, insurance or investment.
Real estate holding and development companies
Cannabis, gaming and other licensed or restricted industries
Not sure? Ask. It’s takes a quick email
Where we’re not the right fit
Everything else is our lane: retail and restaurants, field and trade services, B2B services, distribution, light manufacturing, tourism, hospitality and lodging.
Have a client in mind?
Book a 20-minute intro. We’ll talk through the client’s situation and whether we can help. We sign an NDA before we see anything, and we only talk to your client with your OK.