Talk to Dan About a Partnership

Dan Kalis leads partnerships at Diffactory. Whether you're a broker, CPA, wealth advisor, or PE firm — he's your point of contact.

What to expect:

A quick conversation about your practice, the types of clients or deals you work with, and whether a partnership with Diffactory makes sense.

No pitch. No pressure. Just a straightforward chat about how we might work together.

Understand your practice and client base

Explore referral and co-advisory models

Review deal flow criteria

Define how we'd work together

No obligation or commitment required

Typically 15–20 minutes

Pick a time below.

Who this conversation is for

Business Brokers & M&A Intermediaries

You see businesses that aren't ready to list. We prepare them. Our broker partnership turns unlisted businesses into recurring revenue for your practice and future listings for your pipeline.

CPAs & Fractional CFOs

The books are clean but ops are a mess. You can see it, and we can fix it. Our CPA partnership lets you offer value acceleration as part of your advisory practice without adding headcount.

Wealth & Financial Advisors

80% of your client's net worth is locked in a business that can't sell. Our wealth advisor partnership helps you protect their retirement plan by making the business transferable before they need to exit.

Private Equity Firms

We prepare businesses before they hit your desk and fix portfolio companies underperforming due to operational gaps the founder never closed. Learn about our PE partnerships.

Partnership FAQs

What does a partnership with Diffactory look like?

It depends on your practice. Some partners refer clients directly. Others co-advise. Some use us as a pre-market preparation team. Dan will walk you through the models and help you figure out which one fits your business.

Is there a referral fee?

Yes. We offer competitive referral compensation for qualified introductions. Dan will share the details during your conversation based on the type of partnership that makes sense.

What types of businesses do you work with?

Primarily founder-led service businesses between $1M and $25M in annual revenue. Industries include professional services, technology, manufacturing, trades, healthcare, and more. If a business is owner-dependent, we can likely help.

How quickly can you engage with a referred client?

Typically within 48 hours of a warm introduction. We prioritize partner referrals and keep our engagement pipeline tight so we can move quickly when your clients need help.