We book qualified seller conversations every week.

Outreach starts in week one. List build, messaging, and owner research finish during onboarding, so day one of the engagement is dialing day — we don’t ramp by quarter. Owners decide to sell on their own clock, but reaching the right ones isn’t slow; first qualified appointments typically land in the first weeks, with steady weekly cadence building from there. You see meetings on the calendar before most agencies have finished their kickoff deck.

Three-point standard, and all three must be met. Verified intent to sell — the owner has named a real reason to exit (retirement, a next venture, a partner buyout), not idle curiosity about a number. Owner authority — they own the business and can sign a listing agreement, or they’re one of the few who can. Active exit timeline — they’re planning to sell inside a real window, not someday. Anything short of all three doesn’t make your calendar. Most agencies count any valuation request with a pulse as a “lead.” We don’t.

Yes — our brokerage client mix spans both. A main-street broker selling on relationship and local reputation runs a different motion than a lower-middle-market advisor competing on deal size and buyer reach, or an industry specialist who knows one vertical cold. We tune the messaging and qualification standard to your firm model — not a generic “we sell businesses” pitch.

We screen for it before you ever dial. Exit timeline, reason for selling, and whether the books are ready are part of qualification, not a surprise on the call. An owner who likes the idea but can’t move for three years isn’t a meeting — it’s a follow-up date. We map the exit window so your time goes where a listing can actually be signed this quarter.

Solo brokers and boutique offices through multi-office brokerage networks. The common thread isn’t headcount, it’s a closing motion: you need brokers who can run a valuation conversation and sign listing agreements once qualified meetings hit the calendar. If you’re earlier-stage without that in place, we’ll tell you upfront.

Onboarding runs five to ten business days from kickoff. We use that window to build the owner target list, map your valuation approach and the industries you know best, train SDRs on your firm’s story, and integrate with your CRM. Most of it compresses into two or three short working sessions, so your time stays minimal. Messaging gets iterated weekly through the first month off real call data — what’s landing, what isn’t. The point is to sound like your team, not another agency reading a script.

Yes, and targeting goes deeper than industry alone. We layer business industry, annual revenue and cash-flow band, years in business, owner age and tenure, geography, and the signals that mean an exit is on the horizon. The output is a tight owner list that fits the deals you actually close — not a generic small-business pull from a list vendor. Sloppy targeting is the single biggest reason outbound campaigns underperform. We fix it before week one.

Monthly retainer, scoped to your target volume, deal size, and the industries you want to hit. Larger lower-middle-market mandates cost more to engage; straightforward main-street plays cost less. We don’t publish a rate card because every brokerage’s focus and deal mix looks different, and a flat price would either overcharge half our clients or undercharge the other half. Book the assessment and you’ll get a written scope and quote within 30 minutes of the call.