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Accountant Partner Programme

The Accountant Partner Guide.
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For accountants and financial advisers working with owner-managed businesses in the £2M–£20M turnover range who are approaching exit.

Why this guide exists — and why it matters to your clients.

Most of your clients approaching exit have a figure in their head. In the majority of cases, the business will not support that figure — not because the business is poor, but because its value is undocumented, owner-dependent and invisible to a buyer’s due diligence team.

The Accountant Partner Guide gives you the language, the data and the framework to open that conversation with confidence. It explains the valuation gap in plain commercial terms, identifies the client profile most at risk, and sets out exactly how a Vantage referral works.

This is not a sales document. It is a practical briefing for a professional adviser who wants to give their clients the best possible outcome at the most important financial event of their lives.

What the guide contains

  • The Valuation Gap explained — Captive, Captain and Surfer multiples with sector data
  • How to identify which clients are most at risk of an Exit Tax
  • The referral conversation — a thirty-second script that opens the door
  • The Vantage process — what happens after a referral is made
  • The commercial referral arrangement — structure and terms
  • Case evidence — three anonymised sector outcomes

Graham reviews every application personally. If there is a fit, you will receive the guide and a brief introductory call within two working days. If there is not, we will tell you that honestly.

Your details will not be passed to third parties or used for any purpose other than evaluating your application.

Your application

Graham will review your application within two working days

✓

Application received.

Graham will review your application personally and be in touch within two working days.

If the programme is the right fit, you will receive the Accountant Partner Guide and a brief introductory call to discuss how the referral relationship works in practice.

If it is not the right fit at this stage, he will tell you that directly.