Mutual Referral PartnershipYou Send Leads. We Send Leads.
Join a network of trusted professionals who exchange qualified business leads. We send you business owners ready for your services. You send us businesses that need IT, telecom, or marketing support.
The Lead Exchange
A two-way partnership where both parties benefit from qualified referrals.
Leads We Send You
Through our business valuation tools and exit readiness assessments, we connect with business owners at critical decision points. We share these qualified leads with partners best positioned to help them.
- Business Valuation Leads
Owners who have valued their business and may be considering a sale, funding, or succession planning
- Exit-Ready Owners
Business owners who have completed exit readiness assessments and are preparing to sell
- Funding Seekers
Businesses exploring SBA loans, equipment financing, or working capital solutions
- Growth-Stage Businesses
Companies scaling operations who need professional services like accounting, legal, or insurance
Leads You Send Us
Your clients often mention technology challenges, marketing gaps, or operational inefficiencies. When they do, send them our way. We specialize in solutions for small and mid-size businesses.
- IT Infrastructure Needs
Businesses struggling with outdated systems, security concerns, or IT support gaps
- Telecom and Cloud Services
Companies overpaying for phone systems, internet, or needing Microsoft 365 migrations
- Marketing Automation
Businesses looking to improve lead generation, CRM systems, or digital marketing
- Business Funding
Companies seeking equipment financing, working capital, or SBA loan guidance
How the Partnership Works
A straightforward process designed to deliver quality leads to both parties.
Join the Network
Apply to become a referral partner. We review your practice to ensure alignment and set up your partner account with a unique tracking code.
Exchange Leads
We send you qualified leads that match your specialty. You refer clients who need our services. All referrals are tracked through our partner portal.
Grow Together
Track conversions, receive regular lead updates, and build a mutually beneficial relationship that expands both practices over time.
Ideal Partner Types
We partner with professionals who advise business owners and can benefit from receiving qualified leads.
CPAs and Accountants
Receive leads from business owners who have completed valuations and need tax planning, financial advisory, or due diligence support.
Leads You Receive
Valuation completions, exit-planning owners, M&A activity
Commercial Lenders
Connect with business owners seeking equipment financing, working capital, SBA loans, or acquisition funding.
Leads You Receive
Funding inquiries, equipment needs, growth capital seekers
Business Brokers
Receive qualified seller leads from owners who have completed exit readiness assessments and valuation reports.
Leads You Receive
Exit-ready owners, completed valuations, seller listings
Business Attorneys
Connect with business owners preparing for transactions, succession planning, or entity restructuring.
Leads You Receive
M&A activity, succession planning, contract negotiations
Financial Advisors
Receive leads from business owners with significant liquidity events approaching, including business sales and exits.
Leads You Receive
Exit planning, wealth management, business succession
Insurance Agents
Connect with growing businesses that need commercial insurance, cyber liability coverage, or key-person policies.
Leads You Receive
Growing businesses, cyber risk assessments, key-person needs
Quality Over Quantity
We focus on qualified leads, not volume. Every lead we share comes with context including business details, financial information (when available), and the specific need that triggered their inquiry.
- Pre-qualified through our assessment tools
- Contact information verified
- Matched to your specific practice areas
- Warm introduction provided when possible
Lead Information Includes
Business Details
Industry, location, years in business, employee count
Financial Context
Revenue range, valuation estimate, growth trajectory
Specific Need
Why they engaged with our tools and what they are seeking
Contact Information
Name, email, phone, preferred contact method
Join the Network
Complete the form below to apply for our lead exchange partnership. We will review your application and schedule a call to discuss the opportunity.
Frequently Asked Questions
Is there a cost to join the network?
No. The referral network is a mutual exchange partnership with no fees. We share leads with you, and you share leads with us. Both parties benefit from growing their business through qualified referrals.
How are leads distributed?
Leads are matched based on your practice specialty, geographic focus, and capacity. You can specify your preferences during onboarding, and we ensure you only receive leads that align with your services.
What if I cannot service a lead I receive?
Simply let us know through the partner portal. We will reassign the lead to another partner and adjust future matching accordingly. Communication and feedback help us improve lead quality for everyone.
How do I send referrals to Eugenius?
You will receive a unique partner referral code. When your clients need IT services, telecom, marketing automation, or business funding, direct them to our website with your code, or make an email introduction. All referrals are tracked automatically.
What makes a good lead exchange partnership?
The best partnerships are balanced and reciprocal. We look for partners who actively serve small and mid-size business clients and are willing to make introductions when technology or funding needs arise. Regular communication and feedback strengthen the relationship.
Ready to Exchange Leads?
Join our network of trusted professionals and start receiving qualified business leads matched to your practice.