My member introduction was John Kozak. John is holding the CPA seat for our team. My potential referral to him would be a lawyer who is thinking about starting his own practice and wants to speak with John to make sure he is filing his new business correctly. I would want John to know that this new endeavor my referral is taking may have flexible timelines as he leaves his previous role and starts his new one. Additionally, depending on how difficult it is for the lawyer to leave his current role, the client may wish for this to be kept confidential. I would be doing John a disservice by not making him aware of these circumstances.