Exit Planning For Business Owners
Built To Put Owners First
Exit Planning For Business Owners
Built To Put Owners First
You lead the deal. We originate the opportunity.
Select network for brokers who move fast and convert.
Need high quality high intent leads consistently?
Every engagement has always started with an email in my nurtured subscriber database.
✔ 63 businesses sold
✔ 800+ valuations
✔ $350M+ enterprise value generated from this database
I'm an expert at getting owners engaged
• Sunsetted database down to 140k active / engaged owners
• Each week, THOUSANDS click into sell-side content
• Looking for small group of brokers to help execute on these opportunities
• Broker gets weekly hot clicks - makes the contact
• Questionnaire - leads to Valuation / Exit Playbook / Marketing strategy
Free Exit Playbook
Every engagement begins with a confidential Exit Playbook.
Built from a structured owner questionnaire and market intelligence.
• Valuation Summary
• Exit Readiness Score
• Timing & Market Window
• Value Acceleration Plan
• Buyer Landscape Insight
• 11 more value drivers
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 different:
• High engaged leads (clicks / opens) - engaging the owner before the market does
• Clarity before commitment
• Short, owner-controlled engagement
• Success-based compensation
• Confidential execution
Workflow
Contact to Close
• Broker receives assigned high-intent owner lead
• Broker makes contact and moves owner into questionnaire / playbook process
• If aligned, broker leads the engagement and transaction process
• Begin buyer outreach
• Position the business for sale
• Execute marketing and strategy plan
• Close deal
Success Fee
If a transaction occurs, compensation is success-based.
• No retainers tied to listing
• No compensation unless a deal closes
• No employee contact, customer notification, or public marketing.
• NDA protection / no exposure / discretion
Broker Network Overview
Mission: originate educated, engaged owners early - and place them in the hands of the right brokers designed to supplement your existing deal flow.
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
• Increase probability based on quiet exploration with multiple high intent clicks
• Focus on upstream origination
• Goal: Convert 2,000 leads to 2 deals and $500,000 in success fees per broker
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
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.
Bottom line - This is not a random cold or mass list model. It is a disciplined owner-intent system built for brokers who move quickly, follow up well, and turn conversations into signed opportunities.