Carrie Fraser Broker

508-753-1400

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Referral Program

Carrie Fraser values the trust of her colleagues, clients, and professional partners. Many of her best relationships begin with a simple introduction from someone who knows a business owner well and believes they may benefit from a confidential conversation about value, timing, or transition planning.

If you know a business owner who may be considering a sale, succession planning, a valuation, or an ownership transition, Carrie would be glad to speak with them. She often helps owners who are planning ahead, not just those who are ready to sell today. Early conversations can lead to better preparation, better marketability, and better outcomes.

Submit a Referral

Who is a good referral?

Carrie is often a good fit for business owners who are:

  • Thinking about selling within the next 6 to 36 months.
  • Wondering what their business may be worth.
  • Preparing for retirement, family succession, or a partner transition.
  • Looking for ways to improve value before going to market.
  • Facing a transition that may involve real estate or other related planning.
Submit a Referral

Our referral fee

As a thank-you for qualified referrals that result in a signed listing agreement and a successful closing, George & Company pays a referral fee in accordance with our policy and any applicable legal and ethical requirements. The referral fee is paid after the transaction closes and George & Company has received its compensation.

Phil believes in transparency and is happy to discuss the details in a clear and professional way.

How referrals are handled

When you refer someone to Carrie, she handles every introduction with care, confidentiality, and respect. If appropriate and with the client’s permission, she can provide general updates on progress as the matter moves forward.

George & Company also takes compliance seriously. Referral fees and introductions are handled only in a manner consistent with applicable laws, licensing rules, disclosure requirements, and professional ethics standards.

Our commitment

Carrie understands that a referral is a reflection of your trust. Her goal is to treat every introduction well, communicate professionally, and make the process easy for the client while respecting the relationship that brought them together.

Submit a Referral

Submit a Referral

If you would like to refer a client, colleague, or business owner, please contact Carrie Fraser. She appreciates the opportunity to help.

Referral fees are paid only for qualified referrals that result in a closed transaction and only to the extent permitted by law, regulation, and applicable professional ethics rules.