Disclaimer:
This FAQ is provided for general informational purposes only and is not intended to modify, supplement, or replace any terms outlined in the official Referral Source Agreement. For complete details regarding rights, obligations, and compensation, please refer to the executed agreement. We encourage all prospective and current referral partners to consult with qualified legal counsel to review the agreement and ensure full understanding of its terms.
FAQ
Program Eligibility & Participation
Who is eligible to become a referral partner?
Professionals and firms involved in M&A transactions—including M&A advisors, business brokers, private equity firms, investment bankers, and fractional CFOs/CIOs—are eligible to participate in our referral program. It is up to the program participant to determine any conflict of interest prior to signing the agreement.
Is there a cost to join the program?
No. There is no cost to become a referral partner. There are no one-time or recurring dues.
Tools
What Tools Do You Have To Support Me?
- Proprietary sales follow up application
- Service provider lookup and filtering
- Connectivity locator
- Data center locator
- Public Cloud locator
- Technology Assessments
- Service provider comparison matrices
Referral Process
What types of clients should I refer?
We’re a great fit for clients involved in M&A transactions — especially those preparing to sell a business or actively acquiring companies. Ideal referrals include:
Sell-side clients (e.g., business owners, CFOs, or advisors) who need to document their current IT environment to streamline diligence and boost buyer confidence.
Buy-side clients (e.g., private equity firms, portfolio companies, or corporate development teams) who want to align internal IT standards with acquisition targets to reduce post-close surprises and integration risks.
We work directly with you and your client to assess their IT landscape, recommend best practices, and bridge any gaps between buyer and seller standards. This reduces diligence friction and helps ensure smoother transitions.
Ideal referrals are companies undergoing or preparing for a transaction that may require IT due diligence, cloud migration, cybersecurity alignment, or post-merger integration support.
What if my client isn’t currently pursuing a Merger or Acquisition?
That’s absolutely fine. While our Technology Standards Report is designed to support M&A readiness and integration, we also work with businesses outside of a transaction context. Whether your client is exploring growth, improving operations, or simply needs help modernizing their IT environment, we’re happy to assist.
There’s no requirement for an active or upcoming M&A event — we’re here to support your client’s technology needs, wherever they are in their journey.
How do I submit a referral?
You can submit a referral via email. Once submitted, we’ll take it from there with white-glove service and solution design.
We are working on an updated version of our proprietary anti-CRM to allow strategic partners to submit, track, and manage referrals more easily — without the clutter and complexity of traditional CRM tools. We are hoping to have this system online in late 2025.
Do I need to be involved after the referral is made?
No ongoing involvement is required, though we welcome collaboration if you’d like to stay engaged. We handle all client interactions and service delivery.
Compensation & Terms
How is compensation structured?
You may earn up to 30% of net commission revenue from referred clients. Referral payments can continue for up to 5 years and may survive agreement termination if value is maintained. Full details are outlined in the Referral Source Agreement.
Where can I review the full terms of the program?
All terms are outlined in the Referral Source Agreement. We encourage you to review it carefully and consult with qualified legal counsel. To obtain a copy of the agreement, simply schedule a meeting with us at the bottom of the initial page where we show all of the meeting types and options.
How long does it take to get paid?
Most compensation programs form service providers are set up as paid on paid. This means a service has to be signed, installed, billed, and the money collected before paying the commission. Most contracted services take time to install. Some services can be installed and billed quickly. The average time to get paid is 4 - 6 months.
Is the referral commission payment one-time or each month?
Most technology services are paid each month as an ongoing commission. Some may pay one time annually. Projects are typically one-time commissions.
Services & Support
Can I co-brand materials or landing pages?
Yes! We offer a co-branded landing page to help you present our services seamlessly to your companies or clients.
What technology services does CoreTech represent?
We support IT due diligence, Microsoft 365 and Teams Voice transitions, cloud migrations, cybersecurity assessments, and more—backed by a portfolio of over 330 vetted technology providers. We represent this portfolio in this, our Product Solution Set. Click on the image below.
Have more questions? No problem. Simply schedule a meeting with us. This link takes you to the bottom of the initial page where we show all of the meeting types and options.
