Successful business leaders and owners wanting to take the next step and build a legacy
We help demystify finance, especially the black arts of Mergers and Acquisitions, helping business get in shape for sale, or investment, or take the next step and make successful acquisitions
Simply type a message in the text box, click the orange POST button, and your message will immediately appear in the Brief queue of all of your colleagues.
If you'd like to send a Brief to just one of your colleagues you can send a Private Brief. Just type ‘@’ as the first character in the text box, choose your recipient, and type your message.
Find past Briefs by choosing briefs in the top search bar and typing a search-term.
You can also attach a file such as a picture or document to your Brief by clicking Attach File and selecting the file from your computer.
Sync Briefs with Facebook: Click the radio button next to the Facebook icon (Under the Brief box) to have your Brief also posted to Facebook.
Sync Briefs with Twitter: Click the radio button next to the Twitter icon (Under the Brief box) to have the first 140 characters of your Brief also posted to Twitter.
Colleagues are other professionals you exchange referrals with.
Indicates your referral relationship is balanced,
Indicates an imbalance.
The Received tab shows the referrals you've received. If you'd like to receive lots of referrals, be sure to send them to your colleagues too.
The Sent tab displays the referrals you've sent to others and recent comments. Simply return to the sent tab and click “View Referrals” to see all comments and respond.