Grey Exit Strategy  ·  GFA Partner Referral Portal

Refer a Client.
We Handle the Rest.

Use this form to refer a franchise buyer, seller, or business principal to Grey Fiscal Architecture. We'll confirm receipt and reach out to your client within one business day.

1
Your Info
2
The Referral
3
Engagement

Step 1 of 3

About You

Tell us who you are so we can reach out directly and keep you in the loop on this referral.

Please enter your name.
Please enter your firm name.
Please select your role.
Please enter a valid email address.

Step 2 of 3

About Your Client

Share what you know. You don't need every field — GFA will follow up with your client directly to collect the rest.

Please enter the business name.
Please enter the client's name.
Please enter a valid email.
Please select yes or no.
Please provide a brief description.

Step 3 of 3

Engagement Details

Help us understand what kind of engagement you're looking for. Select everything that applies.

Please select at least one service.
Please select a timeline.
What happens next? GFA will confirm receipt within a few hours and reach out to your client within one business day. You'll be cc'd on the initial outreach so you're always in the loop.

Referral Received

You're all set.

GFA has your referral. Donna will confirm receipt shortly and reach out to your client within one business day. You'll be cc'd on the initial outreach.

Questions? Reach out directly.

donna@greyfiscalarchitecture.com

greyfiscalarchitecture.com →