Referral Partner Program
We actively collaborate with professionals and community connectors who serve business owners and reward qualified introductions through a clear, transparent referral program.
1. Business Sale Referrals
For referrals that lead to a signed business sale listing and a successful closing.
Who Qualifies:- Established businesses with $1M+ in annual revenue
- Owners who are serious about a sale within 1–3 years
- Engage Crestory Capital under a listing agreement and successfully close a transaction
- 10% of our broker commission, paid at closing
- Actual amount may vary based on the size/complexity of the business and agreed fee structure
Your role is simple: make a warm introduction to the owner (email, message, or joint call), and our team will handle the confidential discussion, qualification, and process from there.
2. IPO & Capital Markets
For introductions to companies that are genuinely IPO-ready or close to it.
Who Qualifies:- Growth companies with roughly $2M+ in annual EBITDA
- Clear expansion story and openness to a U.S. public listing (e.g., NASDAQ)
- Engage Crestory Capital for IPO advisory and successfully complete an IPO listing
- 10% of our IPO advisory success fee, paid after we receive payment upon successful IPO listing
- Subject to specific advisory engagement, applicable regulations, and compliance requirements
Your Role: Primarily to facilitate a warm, qualified introduction. We will manage the detailed evaluation and advisory discussion directly with the company’s leadership.
Important Notes
- Fees paid only upon successful closing.
- Arrangements structured in compliance with applicable laws.
- Tailored collaborations available for CPAs, Attorneys, and Wealth Managers.
Partner Application
Tell us a little about yourself, and let’s explore a partnership.