How do I introduce my insurance referral contacts to the buyer of my restoration firm?

Referral contacts trust you because of what you have done for them. Before any introduction, decide with the buyer who will be introduced, in what order and by whom. Rank the contacts by how much work they send, and start with the ones that matter most. Prepare a short note on each: how long you have worked together, what they value, what has gone wrong and how you fixed it.

Make the first contact yours. A personal call or meeting, where you explain the change and praise the buyer’s approach, is far stronger than a letter. Then arrange a joint visit or call so the buyer hears the contact’s expectations directly. Let the buyer talk about continuity: same crews, same response, same standards.

Agree how long you will stay involved, and put that in the sale agreement with your lawyer’s help. Be careful about confidentiality; do not name contacts to a buyer before the deal is serious. After the sale, check in with the key contacts yourself a few weeks later, and tell the buyer what you hear. Some contacts will want proof that service stays steady, so be ready to describe how crews, response and reporting will continue under new ownership.

Key takeaways

• Rank contacts by importance and introduce the key ones first, in person.
• Prepare a short history of each relationship for the buyer.
• Agree and document how long you will stay involved.