FOR BROKERS, ACCOUNTANTS & ADVISORS WHO WANT TO CLOSE MORE DEALS
Get Your Clients
SALE READY
With a Personalised
AI & Automation Audit
Ensure your clients are fully prepared before going to market - uncovering inefficiencies, strengthening operations, and boosting buyer confidence. More prepared clients = more completions, stronger commissions, and happier referrals.
Do These Challenges Sound Familiar When Taking on Clients?
Clients too owner-dependent
→ You get excited about a mandate, but then realise the business relies almost entirely on the owner - and buyers won’t touch it
Most listings never sell
→ Less than 20% of broker-listed businesses actually sell - and for smaller firms, the figure drops to under 10%
Valuations create false expectations
→ Owners arrive with a valuation they’ve plucked from thin air, only to be disappointed when the market won’t pay it
Deals collapse in due diligence
→ You finally get an offer, only for the deal to fall apart because the books are messy, contracts are missing, or processes aren’t clear
Smaller clients underserved
→ Brokers focusing on £1–2M+ turnover leave smaller firms without proper preparation - meaning you either waste time or pass them up
Wasted months on unsellable mandates
→ Too many mandates tie up your pipeline, only to sit unsold for years and eat into your time and reputation
It’s not that you don’t want to sell these businesses - it’s that most owners come to you unprepared. Without the right preparation, even the best broker is working with one hand tied behind their back.
The truth is: most businesses fail to sell because they’re not sale ready.
When your clients are prepared, you win too - faster completions, stronger commissions, a reputation for results, and extra income through our partner programme.
Super Simple 3 Step Process
How It Works When You Partner With Us
Partnering with Exit By AI is simple and rewarding. Each partner receives their own personalised referral link, so every lead you send is automatically tracked. When your client pays for their audit, you receive your commission within 7 days - no chasing, no delays.
15% commission on every client you refer.
5% tier-2 commission:
If another broker or accountant signs up through your referral, you also earn 5% of the commission on any clients they bring in.
(Meaning your network can continue to generate income for you, even when you’re not directly involved.)
With clear tracking, fast payments, and generous commissions, you’ll be rewarded not only for the clients you refer, but also for the partners you help us connect with.
Step 1
Refer Your Client
All you need to do is introduce us. You stay the trusted advisor - we take care of preparing the business for sale.
INCLUDES:
Simple referral process (no admin for you)
You remain the client’s primary contact
Transparent tracking so you know when we’re engaged
Referral fees confirmed upfront
Step 2
We Get Them Sale-Ready
We take your client through our audit process to uncover risks, inefficiencies, and quick wins. We strengthen their systems and eliminate the issues that derail deals.
INCLUDES:
Full business audit with automation + AI solutions
Identification of high-impact improvements
ROI-focused recommendations
Prioritised action plan that buyers value
Step 3
You Close More Deals
(and Earn More Fees)
With your client properly prepared, deals move faster, buyers gain confidence, and you protect your reputation. Plus, you receive referral income from every audit we deliver.
INCLUDES:
Stronger valuations and smoother due diligence
Fewer wasted mandates clogging your pipeline
Higher client satisfaction (they see you brought the solution)
Referral income paid directly to you
This approach helps you focus on deals that actually close - while we handle the sale-readiness work. You get more completions, stronger commissions, and referral fees on top.
Ready to get started?
The Sale-Readiness Revolution Isn’t Coming - It’s Here.
Every time a client enters the market unprepared, you’re not just risking a slow process - you’re risking lost deals, reduced valuations, and wasted months on mandates that never close.
Clients stuck in manual processes = buyers walk away
Inflated valuations with no systems behind them = deals collapse
Faster-moving competitors win, while your pipeline clogs with unsellable businesses
Owner-dependence and weak systems = buyer confidence destroyed
When buyers look at your clients’ businesses, they don’t just see today’s profits - they see tomorrow’s systems.
If owners aren’t prepared, their businesses will:
Sell for less
Take longer to sell
Or fail in due diligence altogether
That’s why Exit By AI exists: to help you future-proof your clients’ operations, protect your reputation, and ensure you close more deals - with referral income paid directly to you.
What partners are experiencing with Exit By AI
We tExit By AI turned a client we thought was unsellable into a sale-ready business within months. They handled the preparation, and we got the deal across the line - with our commission intact and a referral fee on top.
Broker, £1–2M SME mandate
The audit uncovered inefficiencies and owner-dependence that would have killed the deal in due diligence. Instead, we closed smoothly, the client got a higher valuation, and we earned referral income for making the introduction.
Accountant, £700k turnover client
Who's This Perfect For (Your Clients)
Businesses with £200k–£2M annual revenue
WWhere growth or sale-readiness delivers the biggest uplift in valuation
Owners too owner-dependent
When the business can’t run without them, buyers walk away - unless fixed first
Clients with unrealistic valuations
Where expectations need grounding and value needs building, not cutting
Businesses at risk in due diligence
Messy accounts, missing contracts, weak systems - issues that kill deals
Smaller clients underserved by brokers
Where top firms focus on £1–2M+, but you don’t want to waste mandates below that
Service-based businesses looking to scale
Clients who need systemisation and automation to grow profitably and exit smoothly
If you have clients like these, referring them to Exit By AI ensures they’re properly prepared - protecting your time, reputation, and commissions
(while you earn referral income).
Help Your Clients Get Sale Ready with AI & Automation
Our AI & Automation Audit uncovers hidden inefficiencies, strengthens processes, and positions your clients’ businesses for maximum valuation.
By referring them, you protect your reputation, save wasted mandates, and earn referral income along the way.
Limited partner spots available to ensure premium service delivery for referred clients.
WHAT YOUR CLIENTS GET WITH AN EXIT BY AI AUDIT
Our 8-part framework is designed to uncover hidden value, reduce owner-dependence, and future-proof businesses. For you, that means fewer wasted mandates, smoother due diligence, and more completed deals.
1 - Executive Summary
key findings and priorities at a glance.
2 - Current Business Analysis
Deep dive into operations, sales, marketing, and systems.
3 - AI & Automation Opportunities
Quick wins and long-term scalable solutions.
4 - Proposed Tools & Solutions
Cost/function comparisons for the right tech stack.
5 - Impact Analysis
Time saved, costs reduced, growth projected.
6 - Implementation Roadmap
Short, medium & long-term action plan.
7 - Training & Change Management
Practical adoption strategies.
8 - Sale-Ready Extras
Owner-independence, recurring revenue, data room prep, compliance readiness.
Result: Your Clients don’t just get efficiency gains - They get a Business that’s scalable, resilient, and sale-ready. And you get a client that’s easier to sell (plus referral income).
CHOOSE THE RIGHT AUDIT FOR YOUR CLIENTS
Whether your client is a solopreneur, a small team, or a larger organisation, there’s an Exit By AI Audit designed to prepare them for sale.
Here’s how our audits are structured - transparent pricing that shows you exactly what your clients will pay (and what you’ll earn from each referral).
Lite Audit
Solopreneurs & Scale-Ups
£1,495
(Deposit Option)
Best for founders running lean operations who want fast clarity.
You’ll get a focused audit highlighting inefficiencies and quick AI/automation wins.
A simple roadmap so you can save time and boost profit - without complexity.
Your Partner Reward
15% Commission: £225
5% Tier-2 Referral: £75
Audit for Small Teams
1–5 Employees
£3,495
(Deposit Option)
Best for lean businesses preparing to grow or exit.
Includes the full 8-part Exit By AI Audit process with owner sessions + key team interviews.
Tailored recommendations,
and a sale-ready roadmap to maximise exit value.
Your Partner Reward
15% Commission: £525
5% Tier-2 Referral: £175
Audit for Growing Teams
6–10 Employees
£6,495
(Deposit Option)
Best for scaling companies moving beyond founder-led systems.
Deeper team interviews, advanced workflow analysis, and expanded automation/recurring revenue recommendations.
Delivered with a comprehensive scaling & exit playbook.
Your Partner Reward
15% Commission: £975
5% Tier-2 Referral: £325
Audit for Larger Organisations
10+ Employees
From £9,495
Book a Call to Confirm Scope
Best for established businesses preparing for major scale-up or sale.
Full Exit By AI Audit with multi-level team sessions, staged implementation strategy, and sale-readiness extras (owner independence, data room prep, KPI dashboards).
Pricing tailored to complexity - book a call to confirm scope and deposit.
Your Partner Reward
15% Commission: £1,425+
5% Tier-2 Referral: £475+
As a partner, you earn 15% commission on every client audit you refer, plus 5% tier-2 commission if another partner joins through your referral.
MEET THE FOUNDEr
Hey, I'm Kel!
For over 20 years, I worked in defence and cybersecurity with BAE Systems, Lockheed Martin, QinetiQ, and NATS – building AI and automation solutions where mistakes simply weren’t an option.
I saw first-hand how the right systems and preparation don’t just avoid failure – they create success.
That same principle is what drives Exit By Ai.
Too many business owners pour decades into their companies, only to discover when it comes time to sell that:
Their business is too dependent on them
Buyers walk away in due diligence
Brokers undervalue what they’ve built
I founded Exit By Ai to change that story.
Today, I bring that same precision and problem-solving to ambitious business owners who would like to:
Free themselves from day-to-day firefighting
Increase profitability without adding more chaos
Be genuinely sale-ready – whether that’s next year or ten years from now
I specialise in uncovering hidden inefficiencies, designing future-proof systems, and making businesses run smoothly without the owner doing all the heavy lifting.
It’s why brokers partner with me to help their clients maximise exit value – and why owners who aren’t selling yet still see this as the smartest growth move they can make.
By preparing owners properly, I make your job easier - so you can close more deals, faster, and with fewer surprises in due diligence.
I built Exit By Ai so owners never have to watch their life’s work be devalued or left unsellable.
Some even decide to keep their business after our recommendations are implemented - because it finally runs without the chaos.
Still Have Questions About the Partner Programme?
Frequently Asked Questions
You’re not alone - here are the most common questions brokers and accountants ask before joining.
How do I get paid?
We pay commissions within 7 days of your client making payment. You’ll receive a clear statement showing which clients are linked to your referral.
How are referrals tracked?
Each partner gets a personalised referral link. When a client books through your link, it’s automatically tracked to you.
What if my client comes back months later?
If they first entered via your referral link, you’ll still get paid - no matter when they decide to book.
What aspects of my clients business will the report cover?
1. Executive Summary
- Brief overview of the business.
- Key findings and proposed areas of improvement.
- Expected impact of AI and automation solutions.
2. Current Business Analysis
- Operations: Analyse workflows, bottlenecks, and manual tasks.
- Marketing Strategies: Evaluate current campaigns, content creation processes, and customer targeting methods.
- Sales Processes: Review lead generation, nurturing, and conversion processes.
- Team Productivity: Assess team roles, task distribution, and time utilisation.
- Systems and Tools: Document existing software and processes in place.
3. AI and Automation Opportunities
- Operations:
- Streamlining workflows (e.g., task delegation, reporting automation).
- Reducing manual data entry and error-prone tasks.
- Marketing:
- Automating social media content creation, scheduling, and analytics.
- Implementing AI-driven customer segmentation and personalisation.
- Utilising tools for email marketing and ad optimisation.
- Sales:
- Automating lead scoring and follow-ups.
- Implementing chatbots for customer service and FAQs.
- Team Collaboration:
- AI-driven task prioritisation and project management tools.
- Automating internal communication workflows.
- System Integration:
- Connecting disparate tools for seamless data sharing.
4. Proposed Tools and Solutions
- Overview of recommended tools (e.g., CRM, AI-powered marketing platforms, automation software).
- Comparison of options (cost, functionality, ease of use).
5. Potential Impact Analysis
- Time savings for the team.
- Cost reductions through increased efficiency.
- Expected sales and profit growth.
- Metrics to monitor post-implementation.
6. Implementation Roadmap
- Phased approach to deploying solutions:
- Short-term (quick wins).
- Mid-term (more complex integrations).
- Long-term (scalable automation strategies).
- Timeline and milestones.
7. Training and Change Management
- Recommendations for team training.
- Strategies to encourage adoption of new systems.
8. Sale-Ready Extras (Beyond Automation)
Our audit doesn’t just identify efficiencies - it positions your business for maximum valuation at exit. These additional checks and recommendations ensure no stone is left unturned:
- Owner Dependence Risk – Strategies to ensure the business runs smoothly without you, boosting buyer confidence.
- Data Room Preparation – Guidance on structuring your data, contracts, and SOPs so you’re due-diligence ready.
- Customer & Supplier Contracts – Review of dependencies and recommendations to reduce single-point failures.
- Recurring Revenue Mapping – Identifying opportunities to lock in predictable income streams
- KPI Dashboarding – AI-driven reporting to track financial, sales, and operational metrics in real-time
- Compliance & Risk Checks – Spotlighting potential red flags (e.g. GDPR, cybersecurity gaps) before they derail a deal
- Succession & Team Continuity – Identifying roles that need cross-training or process documentation to reduce key-person risk
- Brand & Market Positioning – Ensuring your digital presence, marketing assets, and reputation are buyer-ready.
📌 Result: You won’t just be more efficient - you’ll be sale-ready and future-proof, whether you plan to exit in 12 months or 10 years.
What’s the commission structure?
You earn 15% commission on every client audit you refer, plus 5% tier-2 commission if another partner joins through your referral.
Will I have to do any extra work?
No. You stay the trusted advisor - we do the heavy lifting. You just make the introduction and collect your referral fee.
Does this compete with brokers or accountants?
Not at all. Our audits don’t replace your role - they strengthen your clients, so you can close more deals, faster, and at higher valuations.
READY TO GROW YOUR INCOME WITH AI & AUTOMATION?
Start Referring Today!
About the In-Person Events
Twice a year, we gather for powerful in-person events.
Two times a year, Platinum members step away from the screen and join forces in person for a time of strategic acceleration.
These aren't your run-of-the-mill industry get-togethers. Our Platinum events are engineered to serve as launchpads for explosive growth.
How do we do it?
Breaking bread together: Nothing stirs up creative energy like shared meals and relaxed conversation. The best strategies often originate over dinner and drinks.
Non-stop networking and brainstorming: We take collaboration to the next level, creating an environment for constant ideation and problem-solving throughout the week.
Dedicated workshops: Our high-powered workshops provide you with invaluable time to strategize and implement new tactics. This is your opportunity to work ON your business, rather than just IN it.
These catalyst events take place in spring and fall, aligning with the seasons of change. So why not change the trajectory of your SaaS journey?
The Next Event is October 2024
February 2023
June 2023
"I used to be a total non-events person... But coming to Matt's events I realized that there's SO much value you can take from these things than if you didn't join.
Everything I listen to I'm like 💡 "I could use that for my own business!"
It's revealed aspects of my business that I didn't even know I needed to focus on. It's opened my eyes to what I should focus on more"
Chris L., LawHustle
Graham Lightner
Chief Operations Officer
Introducing Graham Lightner: the wizard behind the curtain, the operational prodigy who keeps the cogs of HL Pro Tools turning seamlessly. He's not just Matt's right hand man—he's the backbone, the pulse, and the driving force behind the engine of success that is HL Pro Tools.
Graham has a knack for operations and team building. He sees the big picture, sure, but it's the nuts and bolts that truly light his fire. He revels in the intricate dance of systems and processes, choreographing them into a performance that's as seamless as it is impressive.
He's a firm believer in the power of people, of culture, of creating an environment where everyone feels valued and empowered. He knows that a team's success is built on more than just tasks and targets—it's built on trust, respect, and a shared vision of excellence.
Melanie Knueven
Director of Operations
Introducing Melanie Knueven, the brilliant mind behind streamlined operations and efficient project management at HL Pro Tools. As the Director of Operations, Melanie has a remarkable talent for creating standard operating procedures and processes that bring harmony to projects, teams, and tasks.
Melanie's expertise lies in her ability to transform chaos into order. With a keen eye for detail and a passion for optimization, she crafts SOPs that become the guiding light for the entire team. She firmly believes in the adage "what gets measured gets managed," ensuring that every aspect of the business is meticulously tracked and improved upon.
As a true advocate of efficiency, Melanie understands that smooth operations are the backbone of success. By implementing her well-crafted processes, she empowers others to work seamlessly and achieve their full potential. Melanie delivers exceptional results and drives businesses forward with precision and purpose.
"If you're in the SaaS space, if you're an entrepreneur, if you're a marketer... I think this is a great fit. A lot of actionable advice + a lot of super inspiring stories and use cases. It's been an amazing experience, top to bottom."