At Tidewater Business Brokerage, we believe that trusted advisors are the backbone of a business owner’s success. Whether you’re a CPA, attorney, banker, real estate professional, or insurance advisor, you are often the first to know when your client is considering a major life or financial transition—including selling their business or needing a valuation.

We don’t just welcome referrals—we build reciprocal, strategic relationships. Tidewater regularly sponsors client appreciation events, lunch-and-learns, joint marketing initiatives, and professional networking opportunities that benefit both your clients and your firm. We also offer structured referral incentives, and in select cases, co-branded outreach opportunities to provide maximum visibility and value to our partners.

Moreover, we believe in giving back. Tidewater proudly partners with non-profit organizations and philanthropic causes in the communities we serve—ensuring that the work we do together makes a broader impact.

If you’re advising business owners, we’d love to be your go-to resource when they’re ready to explore succession, exit planning, or valuation.

We’d be glad to visit your office for a lunch presentation or set up a short conference call to walk through our M&A and business brokerage services. Many of our partners find that introducing us to their clients not only strengthens their own advisory role but also opens new opportunities for collaboration and referrals.

If you serve in one of the professional roles outlined below, we encourage you to contact us today to schedule a lunch presentation or conference call.

Attorneys

From succession planning to shareholder disputes to exit strategy, you advise clients through pivotal legal moments. We’re skilled at navigating complex ownership transitions, valuations for litigation, and strategic exits—always with confidentiality and professionalism.

Partner with Tidewater to offer your clients a complete advisory solution.

Accounting Firms & CPAs

You understand the heartbeat of your client’s business—financially and strategically. We work closely with CPAs to align valuation and sale strategy with tax planning, estate goals, and long-term wealth preservation.

Send us your client, and we’ll take care of them while reinforcing your advisory role.

Tax Preparation Firms

You often detect the earliest signs of a business transition. Whether it’s retirement questions, restructuring interest, or capital gains conversations, we help turn those cues into well-managed, high-value exits.

We’ll support your client’s transition while preserving their financial health and your trusted role.

Commercial Insurance Firms

You’re positioned to see changes in operations, ownership planning, or risk exposure that often precede a sale. We help commercial clients make that transition seamlessly—with full protection and continuity.

Refer a client to Tidewater and be a part of their next chapter.

Commercial & Residential Real Estate Professionals

You understand the value of real estate—but when a business is part of the deal, things get more complex. Tidewater brings deep business valuation expertise to complement your deal, especially in owner-occupied, sale-leaseback, or tenant-driven transactions.

Let’s partner to offer clients a seamless solution across both their real estate and business assets.

Loan Officers & Bankers

You help businesses grow—but also know when it’s time for them to exit, retire, or reallocate capital. We work closely with bankers during both pre-sale planning and transaction execution, ensuring that financing, payoff, and client goals are aligned.

If your client is considering a sale or seeking a valuation, let’s collaborate.

Business consultants, coaches and fractional CFOs

You are often closest to the financial pulse of a company, guiding owners through strategic decisions well before a transaction is even on the horizon. Because they see challenges and opportunities from the inside, they are uniquely positioned to recognize when an owner should explore a sale. By working together, we provide their clients with a seamless handoff into the M&A process — allowing the consultant to strengthen their advisory role while we execute the confidential marketing and negotiation strategy required to achieve maximum value.

Let’s Grow Stronger—Together

Tidewater Business Brokerage isn’t just a transaction advisor—we’re a long-term partner. Through collaboration, referral incentives, shared events, and aligned philanthropic efforts, we create mutually beneficial partnerships that serve clients better and build professional success.

Ready to refer a client or start a conversation?

We’d be honored to connect.