Channel Partner Qualification Scorecard — Channel Wedge™

This scorecard has one job: to tell you whether the Channel Wedge program is structurally compatible with how you work. Most professionals who reach this page qualify. The few who do not save themselves time — and so do we. Five minutes. No commitment. Honest result.

①

Deal Type

Does human capital show up in your transactions?

②

Advisor Role

Do clients trust your judgment to prescribe solutions?

③

Relationship Timing

Are you upstream enough for the platform to matter?

④

Operational Autonomy

Can you independently add tools to your process?

Progress 0 of 8 answered

Axis 1 · Deal Type

What kinds of transactions do you primarily work on?

The B-VDR captures human capital data — workforce, talent, retention. If there are no employees in the deal, the product has no role to play.

Question 1 of 8

Which best describes the majority of your transactions?

We are not asking about deal size or geography — just whether the businesses you work with have employees whose retention, performance, and stability matter to buyers.

Question 2 of 8

At what transaction size do most of your deals close?

Buyers on smaller transactions often skip formal human capital due diligence. The B-VDR is most valuable when buyers are conducting structured DD and people risk is a genuine pricing factor.

Axis 2 · Trusted Advisor Role

How do your clients engage with your recommendations?

The B-VDR introduction requires one sentence from you. But that sentence only lands if your clients trust your judgment enough to act on it. An order taker cannot make this stick — not because of effort, but because of relationship dynamic.

Question 3 of 8

When you recommend a tool, service, or approach to a client preparing for exit — how do they typically respond?

Be honest here. This is not about how good you are at your job — it is about the nature of the relationship and how much of a prescriptive role you play.

Question 4 of 8

Do you have clients who come to you before they have decided to sell — for planning, valuation perspective, or general business advice?

The most effective Channel Partners are seen by their clients as guides through the exit process, not just transaction executors. This is about the nature of your relationships, not your title.

Axis 3 · Relationship Timing

Where are your clients in the exit process when you meet them?

The B-VDR needs time to capture meaningful behavioral data before buyers arrive. The platform is most valuable when it is in place during preparation — not during active due diligence. Note: Prymo's callers generate new introductions for you. A zero current pipeline is not a disqualifier — timing is the question, not volume.

Question 5 of 8

When you are introduced to a new potential seller client, how far out from a potential exit are they typically?

The critical threshold is whether there is enough runway for the platform to capture meaningful data before a buyer's due diligence begins. An LOI already on the table is too late — the buyer's price and terms are locked in before human capital data can influence the outcome.

⚑ Timing Mismatch — LOI Stage

When a buyer submits an LOI, the purchase price and deal structure are already locked. Human capital data captured after that point cannot change the buyer's valuation or improve the seller's outcome — the negotiation is over. The Humanda B-VDR needs to be in place before buyers arrive, not after they have already made their offer. This is a structural constraint, not a reflection of your practice. If your client mix shifts to include more preparation-phase engagements — or if Prymo's callers bring you new introductions earlier in the seller's journey — revisit this scorecard at that time.

Axis 4 · Operational Autonomy

Can you independently add tools and referral partners to your process?

This axis is about structure, not willingness. Franchise models, institutional brokerages, and employer arrangements sometimes restrict what tools intermediaries can use or what referral relationships they can maintain. This is a legal and compliance question, not a reflection on you.

Question 6 of 8

Do you operate under a franchise agreement, institutional brokerage affiliation, or employer arrangement that controls which tools or referral partners you can use?

Examples include Murphy Business, Transworld, Sunbelt, or any large brokerage with an approved vendor list or compliance department that would need to approve new tools or referral arrangements.

⚑ Autonomy Constraint — Franchise or Institutional Restriction

We cannot enroll you as a Channel Partner without confirmation that your affiliation agreement permits outside tool use and referral arrangements. This is not a permanent disqualification — it is a prerequisite. If you believe your agreement does permit this, review it with your compliance contact and return with written confirmation. If your franchise or employer is interested in a program-level arrangement with Humanda, book a consultation with our team at the link above — that is a different and potentially larger conversation.

Question 7 of 8

Are you currently licensed and in good standing in your state to operate as a business broker or intermediary?

Some states require specific licensing for business brokers. We need Channel Partners to be operating legally in their jurisdiction. This is a compliance question, not a gatekeeping exercise.

Question 8 of 8

Final question — and the most honest one: what is your primary motivation for exploring this program?

There is no wrong answer here. This helps us understand where you are and tailor the next conversation accordingly. We work better with people who are honest about where they are starting from.