For Professional Advisors
SHARK Advisor
Access
Introduce your business owner clients to the SHARK team and follow their progress through the SHARK Journey — with their permission.
For CPAs, financial advisors, CEPAs, attorneys, business brokers, and other professional advisors who guide Main Street business owners.
The Advisor Experience
Four steps — designed so the business owner stays in control at every stage.
Create Your Advisor Account
Request approval to participate as a professional advisor.
Introduce Your Client
Submit an introduction with the owner's permission, or share a personalized invitation to a complimentary 15-minute conversation.
Stay Connected
View the clients you introduced and, once authorized by each owner, their progress through the SHARK Journey.
Guide the Next Step
See when a follow-up conversation could help your client move forward.
Request Advisor Access
Tell us who you are and how you work with business owners. The SHARK Team reviews every request personally.
Permission Comes First
- Submitting a client establishes referral attribution — it does not grant access to the owner's journey or confidential information.
- Until the owner authorizes progress sharing, you see only your submission and invitation status — "Awaiting owner authorization."
- Owners grant and revoke journey visibility at any time.
- Financial records, valuations, vault documents, and confidential transaction information require separate, explicit permissions.
I AM SHARK is the Main Street business owner's journey. Advisors help guide and track the journey — with permission. When the owner is ready to sell, one click initiates their private SHARK DealRoom process. Buyers and invited brokers conduct acquisition activity on sharkdealroom.com.