Help owners get a private buyer-interest read before they go public.
Serava works with trusted advisors who already hear succession, retirement, and sale-timing questions from business owners. One warm introduction is enough to test whether an owner should book a private conversation.
Owner Buyer-Interest Check for clients of your advisory firm
CPAs, fractional CFOs, bookkeepers, and advisors can send this free private check when a client asks whether buyers would care about their company. The owner gets a useful first read, the advisor keeps trust, and Serava receives tracked seller intake.
Weekly operating target: recruit 20-50 high-fit referral partners and ask for one owner-safe share or warm introduction.
Accountants, CPAs, and bookkeepers
Owners often raise succession, retirement, tax, and valuation questions with the person who already knows the books.
Fractional CFOs and finance advisors
You see revenue quality, customer concentration, reporting gaps, and owner dependence before the market does.
Lawyers, brokers, bankers, and wealth advisors
You may know when an owner needs a private first read before choosing an advisor, buyer conversation, or preparation path.
A small, consent-first loop.
The goal is not a mass blast. The best referrals come from advisors who know enough context to introduce one owner at the right moment.
Warm intro first
Introduce Serava and the owner by email, or ask the owner to submit the private seller check directly.
Private owner check
The owner shares contact details, company profile, timing, and transferability signals before entering follow-up.
Manual next step
Serava reviews fit, keeps seller submissions separate from buyer mandate forms, and routes only after a real owner conversation.
Start where active buyer demand already exists.
Do not send owner information without consent.
Do not promise a buyer, sale, valuation, price, referral fee, financing, tax result, legal result, or broker introduction.
Referral economics, if any, require a separate written agreement and compliance review.
Serava is not a broker, investment bank, valuation provider, law firm, accounting firm, tax advisor, lender, fiduciary, agent, or registered investment adviser.