BizDealRoom Advisor Partnership Program
Professional advisors—accountants, business brokers, M&A advisors, and corporate consultants—are essential to successful business transactions. BizDealRoom is infrastructure that supports your work, not a replacement for it.
We operate on a simple principle: your client, your relationship, your fee.
Our partnership model creates mutual value. You gain access to our platform, tools, and investor network. We gain deal flow that keeps our marketplace active and investors engaged. When we have clients who need advisory support, we refer them to you.
Two Ways to Work With BizDealRoom
Platform Access (Pay Per Use)
For advisors who want occasional access without an ongoing partnership.
What You Get:
- Secure data room with bank-level encryption
- Granular access controls and NDA integration
- Full audit trails and activity tracking
Pricing:
- • Data Room: $199/month or $499 for 6 months
- • Platform Listing + Data Room: Standard pricing applies
Best For: Advisors with occasional transactions who want professional infrastructure without commitment.
Accredited Advisor Program
A formal partnership built on mutual referrals, shared success, and quality accountability.
What You Get:
- Free platform access (data room, basic listing, tools)
- Access to 35,000+ investor network through basic listing
- Referrals from BDR—business owners needing advisory support
- Potential territory exclusivity
What We Ask:
- Refer deals to our platform (your clients pay our marketing fee; you keep your full fee)
- Deliver quality service to clients we refer to you
- Maintain professional standards and responsiveness
The Accredited Advisor Model
How Referrals Work
When You Refer a Deal to BDR:
You lose nothing. Your client gets platform access and investor exposure. We get deal flow.
When BDR Refers a Deal to You:
These are qualified leads—business owners actively seeking help with capital raising, exits, or transactions.
The Value Exchange
You Provide
- Referrals to BDR (2+ per year minimum)
- Quality service to BDR-referred clients
- 20% commission on BDR referrals
You Receive
- Free platform access for all your deals
- Ongoing referrals worth $30k–$300k+ in fees
- Access to 35,000+ investor network
- Potential territory exclusivity
Advisor Tiers
Your referral activity determines your status and the referrals you receive.
What Counts as a Qualifying Referral?
A qualifying referral is a client you introduce to BDR who:
- Signs up for a marketing package ($595/month minimum)
- Goes live on the platform
- You may charge whatever you wish for your own services—that's entirely separate
Exclusivity: The Ultimate Tier
Exclusive Advisors receive sole referral rights for a defined territory (geographic region or industry specialisation).
To Earn Exclusive Status:
- 12+ qualifying referrals per year
- 4.8+ star client rating
- Demonstrated track record of quality service
- Annual partnership commitment
What Exclusivity Means:
- Every BDR referral in your territory comes to you first
- Potential value: $50,000–$300,000+ in annual fees
- Premium placement in all BDR materials and directory
- Protected territory—we won't appoint competing advisors
Maintaining Exclusivity:
- • Continue meeting referral minimums
- • Maintain 4.8+ rating
- • Respond to all referrals within 48 hours
- • Can be revoked with 30 days notice for performance issues
Quality Accountability
Our reputation depends on the service our referred clients receive. We've built accountability systems to ensure quality.
Service Standards
All Accredited Advisors agree to:
Client Feedback System
BDR contacts every referred client at three touchpoints:
This gives us early warning if issues arise and protects both you and us from surprises.
Rating Requirements
Consequences for Issues
We're not looking to catch people out. We want partners who deliver. These systems protect good advisors by filtering out poor performers.
Accreditation Requirements
Professional Qualifications
At least one of:
- CPA/CA qualified accountant
- Licensed business broker
- AFSL holder or authorised representative
- Licensed real estate agent
- Corporate advisory experience (5+ years demonstrated)
Agreement
All Accredited Advisors sign a partnership agreement covering:
- Referral commission obligations (20% on BDR referrals)
- Service standards and client care commitments
- Confidentiality and professional conduct
- Termination provisions
Ongoing Requirements
Platform Access: What's Included Free
Accredited Advisors (Active tier and above) receive free access to:
Secure Data Rooms
- Bank-level encryption
- Granular user permissions
- NDA integration
- Full audit trails
- Unlimited document storage
Basic Platform Listing
- Deal listed on BDR marketplace
- Visible to 35,000+ registered investors
- Standard search placement
- Expression of interest management
Deal Management Tools
- Transaction tracking
- Investor communication tools
- Due diligence workflows
- Document organisation
What's Not Included (Client Pays Separately)
These are optional. Your clients only pay if they want accelerated exposure. The free platform access provides genuine value for standard transactions.
Getting Started
Application
Complete our online application:
- • Professional credentials and qualifications
- • Business/practice details
- • Areas of specialisation
- • Geographic coverage
Verification (2–3 Business Days)
We verify:
- • Professional registrations and standing
- • Business history
- • No regulatory issues or complaints
Agreement
Sign the Accredited Advisor Agreement covering:
- • Partnership terms
- • Referral obligations
- • Service standards
- • Commission arrangements
Activation
- • Receive login credentials
- • Profile added to Advisor Directory
- • Access to platform and tools
- • Welcome call to discuss referral opportunities
Frequently Asked Questions
What if I just want to use the data room occasionally without referring deals?
Use Option 1 (Pay Per Use). You'll pay standard platform fees but have no referral obligations and won't receive BDR referrals.
Do I have to refer deals to receive referrals?
Yes. The Accredited Advisor Program is built on mutual exchange. Minimum 2 qualifying referrals per year to remain in Active status and receive BDR referrals.
What if my clients don't want to pay for marketing?
That's fine. They can use the free basic listing. You still get credit for a qualifying referral as long as they sign up for minimum marketing package. If they choose free listing only, it doesn't count toward your referral minimum.
How much can I earn from BDR referrals?
Depends on your services and the deals. Our referrals typically involve advisory fees ranging from $6,000 to $300,000+. You keep 80% of whatever you charge.
What happens if a referred client doesn't proceed?
No commission is owed until the client pays you. If they don't engage or the deal falls through, there's no obligation.
Can I be Exclusive for multiple territories?
Yes, if you can meet the referral and quality requirements for each territory. We'll discuss this based on your capacity and track record.
What if I disagree with a client rating or complaint?
We review all complaints jointly. You'll have opportunity to provide your perspective. We're looking for patterns, not isolated misunderstandings.
Is there a cost to join the Accredited Advisor Program?
No joining fee. Your "cost" is referring deals and maintaining service quality. The platform access you receive is valued at several thousand dollars annually.
Summary: The Partnership at a Glance
Apply Now
Ready to join Australia's leading platform for business transactions?
BizDealRoom: Platform infrastructure for professional advisors.
Your clients. Your relationships. Your fees. Our tools and investor network.