Refer a company. Earn 10% of the first deal, up to $100,000.
For CPAs, M&A advisers, brokers and consultants who know a company sitting on years of valuable records.
- Only the first valid referral counts.
- We haven’t been in touch with the company in the last 12 months.
- The deal closes within 12 months of your referral.
The offer
- Reward
- 10%of the first qualifying deal’s fixed price
- Cap
- Up to $100,000per company, earned once
- Payable
- 30 daysafter the deal is signed, then paid in the first week of the next month
How it works
Four steps from introduction to payout. You can follow each one in your dashboard.
- 1
Refer a company
Tell us who to talk to and how you know them. It takes about two minutes.
- 2
We review it
We check it’s the first valid referral and that we haven’t been in touch with the company in the last 12 months.
- 3
The deal closes
If the company signs within 12 months of your referral, you earn 10% of the first deal’s fixed price, up to $100,000.
- 4
You’re paid
Your reward becomes payable 30 days after the deal is signed, and is paid in the first week of the next month to the payout account you set up.
Companies to refer
Look for companies with years of records that show how real work gets done. Operating, winding down or closed, any stage can qualify.
- 2+ years operatingAt least two years of business operations.
- 20+ staff at some pointHas employed 20 or more people at some point in its history.
- Owns its recordsOwns the records it shares and has clear rights to license them.
- Clear, documented workflowsHas documented its processes and how the work gets done.
Introduce a company
We’ll review your referral, reach out to your contact and keep you posted in your dashboard.
The program is open to people in the US with a US bank account.
Refer a company
Tell us who to talk to. It takes two minutes, and you can follow every referral from your dashboard.
or continue with email
Questions, answered
The full rules are in the referral program terms.
Who is the program for?
People who know companies with years of valuable records: CPAs and accountants, M&A advisers and business brokers, and industry advisors and consultants, among others. You can take part as an individual or on behalf of a business you are authorized to represent, if you are at least 18. Lunchbreak employees and contractors can’t, except experts engaged on paid projects. The program is for referring companies only.
What if I advise the company, or have a stake in it?
You can still refer it if you tell us about the relationship in writing before you refer it, and we agree. That covers a company you own, work for or advise, such as an accounting or advisory client, and one in which you or a close family member has a financial interest. Without that, the referral doesn’t qualify (terms opens in a new tab, section 7).
How much do I earn?
10% of the value of the first data purchase agreement Lunchbreak signs with the company, up to $100,000 per company. The value is the fixed purchase price in the agreement when it is signed, in US dollars, excluding taxes and any amount that depends on a later event. The reward is earned once, on the first agreement; renewals and later agreements earn nothing more.
Which referrals count?
The first valid referral of a company is credited, and only if the company wasn’t already in touch with Lunchbreak: no estimate request, active discussions, or open or completed deal with us in the 12 months before your referral. The company has to sign its first data deal with us within 12 months of your referral date. Referrals that don’t lead to a signed deal in that time earn nothing.
How is a referral credited to me?
Introduce the company with the form on this page, and the referral date is the day you send it. Or share your referral link: the company is yours if someone from it goes from your link to the estimate form, gives your email in the form’s “Referred by” field, or, if they allowed advertising cookies, requests an estimate in the same browser within 90 days of opening your link. The surest way is to ask them to put your email in “Referred by”. A name alone is credited only where we can match it to you.
When am I paid?
The reward shows as pending on your dashboard when the deal is signed, and becomes payable 30 days later if the deal hasn’t been cancelled. We pay once a month, in the first seven days of the month after a reward becomes payable. Your dashboard shows the expected date for each reward.
How am I paid?
In US dollars through Stripe Connect. Set up your payout account from your referral dashboard and provide the identity, bank and tax information Stripe requires. Eligible commissions are reviewed by Lunchbreak staff before transfer. Stripe then deposits funds according to its payout schedule. A reward waits until your account is ready. You are responsible for taxes on your rewards.
What if the deal is cancelled?
If the agreement is cancelled, rescinded or refunded before the reward is paid, the reward is cancelled. If that happens within 90 days after it is paid, we may recover the reward, or the share matching the refund, from later rewards or by asking you to repay it (terms opens in a new tab, section 5).
Know a company with years of records?
Refer it in about two minutes, then follow it from your dashboard.