Send us the owners who are stuck

When a client tells you growth has stalled, send them to CoreLayer. We’ll find where their growth is leaking and fix it, starting with what they already have.

Refer a client

The promise

Your clientA senior assessment of their growth systems within two weeks
YouA client who is more profitable and, with their permission, updates on the engagement
CompensationReferral compensation is available where professional rules allow
01

CPAs

You hear“Revenue is flat and margins keep shrinking.”
They getA growth plan grounded in their own numbers, plus cleaner revenue data for your planning and tax work
NoteAccounting, tax and financial advice stay with you. You gain a partner without gaining a competitor.
02

Business bankers

You hear“We need capital to grow.”
They getStronger pipelines and more predictable cash flow
03

Attorneys

You hear“I’m thinking about succession or bringing in a partner.”
They getDocumented systems that make transitions and agreements easier
04

Business brokers and M&A advisors

You hear“What’s my business worth?”
They getLower owner dependence and documented growth systems, both of which support a stronger valuation
05

Insurance agents

You hear“We’re adding people and locations.”
They getGrowing accounts and a useful resource to offer at client reviews

Refer a client