You lead the deal. We originate the opportunity. 

BROKERS - Looking to sell more Businesses?

Need high quality high intent leads consistently?

Every engagement has always started with an email in my nurtured subscriber database.

✔ 62 businesses sold

✔ 814 valuations

✔ $350M+ enterprise value generated from this database

I'm an expert at getting owners engaged

• With that said - I'm losing 10x because I can't get to them - that is where you come in

• Sunsetted database down to 140k active / engaged owners

• Each week, THOUSANDS click into sell-side content and raise their hand

• I market to them weekly like I always have since 2009 - so they know my name

• I’m putting together a small group of brokers to help execute on these opportunities

• We originate the opportunity - you lead the deal

• Broker gets weekly hot clicks - makes the contact

• Get owner questionnaire - leads to no cost Valuation / 16 pt Exit Playbook / Marketing strategy

• This can lead to faster engagement

• This provides value and builds trust

• Simply a value add - not a necessity in your process***

Free Exit Playbook™***

Every engagement begins with a confidential Exit Playbook.

Built from a structured owner questionnaire and market intelligence.

It includes 16 sections:

• Valuation Summary

• Exit Readiness Score

• Timing & Market Window

• Value Acceleration Plan

• Deal Structure Education

• Buyer Landscape Insight

• Broker Matching Criteria

• Net Proceeds & Tax Awareness

• Risk & Red Flag Analysis

• Exit Options Comparison

• Emotional & Legacy Readiness

• Timeline Roadmap

• Confidential Teaser

• Executive Summary

• Confidential Information Memorandum

• Buyer Pitch Deck Outline

Why Owners First

After observing transactions across the market, consistent patterns became clear:

Inflated valuations. Upfront fees. Long lock-ins. Slow timelines.

This structure was built differently:

• High engaged leads (clicks / opens) - engaging the owner before the market does

• A Proprietary, Value-Led Exit Playbook™

• Clarity before commitment

• Short, owner-controlled engagement

• Success-based compensation - zero up front fees

• Confidential execution

That philosophy is why it’s called Owners First.

Workflow***

Not mandatory - value add:

Step 1: Initial Contact

• Reach out to the business owner via phone calls / email / linkedin / etc

• Goal: spark more interest and build rapport

• Introduce expertise and provide a Free Exit Strategy + Marketing Package

Step 2: Offer Free Exit Strategy + Marketing Package

• Present the free playbook as a value-first offer

• Purpose: educate the owner & build trust

• At this stage, no engagement fee or broker terms are mentioned - just value

Step 3: Send Questionnaire

• Collect structured information about financials, operations, and goals.

• Questionnaire can include soft language introducing potential broker support:

“Once completed, we can provide a personalized Exit Strategy Playbook and discuss professional

support for a potential sale if desired.”

Goal: gather enough info to deliver a meaningful playbook and marketing package.

Step 4: Deliver Exit Strategy + Marketing Package

• Send the completed playbook and marketing package

• Include verbiage about the optional broker engagement

• 3-month initial engagement

• Optional 3-month extension

• 12-month trailing/success fee

Step 5: Send Broker Engagement Agreement (if yes)

• If the owner is interested, send the Option 1 engagement agreement PDF

• Use e-signature software for simplicity

• Confirm details (percentage fee, scope, extension, trailing period)

Step 6: Start Work

Once signed:

• Begin buyer outreach - support here as well

• Position the business for sale

• Execute marketing and strategy plan

• Close deal

Success Fee

If a transaction occurs, compensation is success-based.

If it does not, there is no sale fee.

• No retainers tied to listing

• Focused on closing - not listing 

• No marketing or administrative charges 

• No compensation unless a deal closes

• Incentives aligned with outcome

Fully Confidential

No employee contact, customer notification, or public marketing.

• No external outreach without consent

• No disclosure without NDA protections

• No exposure to competitors

• No process initiated without your direction

• Discretion at every stage

Broker Network Overview

Our mission is simple: originate educated, engaged owners early - and place them in the hands of the right brokers designed to supplement your existing deal flow to create well-structured exits.

Built on quality, selectivity, and partnership - while preserving full broker independence.

Designed to:

• Bring educated owners into your pipeline

• Shorten the path from curiosity to engagement

• Protect origination economics

• Increase probability based on quiet exploration with multiple high intent clicks

Behind the model:

• Ongoing owner engagement

• Structured questionnaire + Exit Playbook

• 62 closed transactions / $350M+ enterprise value generated from this database

• Select broker network

• Clean 70/30 origination economics

It enhances your sourcing - it does not replace it.

We focus on upstream origination.

Your role is execution and deal leadership. 

When aligned, both sides win.

Core Value

Meet owners before the market does. 

For Brokers, that means a chance to turn proprietary early intent signals into a repeatable origination engine - one that feeds you with earlier, warmer, and more defensible seller conversations. 

• The data signals high intent. 

• The first meaningful conversation wins the relationship. 

• The relationship wins the engagement. 

• The engagement wins the deal. 

What strong brokers do:

• Move quickly while owner interest is fresh 

• Make initial contact within 7 days of assignment 

• Follow up consistently 

• Convert live connects into seller conversations 

• Stay organized so strong leads are not lost 

Bottom line:

This is not a random cold-list model. It is a disciplined owner-intent system built for brokers who move quickly, follow up well, and turn conversations into signed opportunities.