ReachFlo for Business Brokers & M&A Advisors

Sound Familiar?

You can run a deal. The problem is what enters the pipeline.

You don't have a deal-execution problem — you have a deal-flow problem. Referrals are unpredictable, broker lists are stale, and most owners never answer a cold call.

Path A — Wait on referrals

Feast or famine

A great quarter, then nothing in the pipeline behind it.

Sourcing happens whenever there's time

So most weeks, it just doesn't happen.

One deal closes

And the pipeline goes quiet with nothing lined up behind it.

Path B — Do outbound the usual way

Cold calls to owners go nowhere

Most owners won't discuss a sale with a stranger on the phone.

An analyst costs $60–90K

Months to ramp on sourcing, then they churn — and generic outreach stays attached to your name.

Bought lists are stale

The same tired database every other broker in your market is already working.

The brokers and advisors closing more deals aren't sourcing harder — they show up when an owner is already leaning toward an exit, not months after that window has closed.

How It Works

From real ownership signal to a qualified conversation

We install and manage the entire outreach engine for your firm. Your team steps in only once an owner has shown real interest in a conversation.

Find owners showing exit signals

We scan public and licensing signals — business age, owner tenure, succession gaps, industry and geography — to identify owners who fit your buy-side or sell-side mandate right now.

Reach the actual owner

We identify the real decision-maker — not a general inbox — and send personalised outreach based on their business profile. Outreach runs under our name, protecting your firm's reputation.

Qualify, then hand off exclusively

We confirm the owner is genuinely open to a conversation about their options, then introduce your firm exclusively — full context delivered straight to your team.

The Partnership

Exactly what we handle, and what stays yours

We find the opportunity and qualify interest. Your firm runs the conversation and closes the engagement.

Our Job

Create and qualify owner interest

Map the industries, deal size and geography you want to target
Identify owners showing real exit or growth signals
Find the verified owner or principal behind the business
Run personalised outreach under our brand
Confirm genuine openness to a conversation about their options
Hand every positive reply exclusively to your firm

Your Job

Call, advise and close

Follow up fast — speed to conversation matters most
Run the discovery conversation with the owner
Scope the engagement and agree terms
Run and close the deal
That's it — we don't value businesses or negotiate on your behalf

What's Included

Everything you need. Nothing you don't.

Done-for-you sourcing infrastructure — from owner-signal research and outreach personalisation to exclusive handoff and fast follow-up.

Mandate Mapping & Strategy Call

We lock your target profile together — industries, deal size, geography, and exclusions.

Owner-Signal Research

Ongoing scans for succession gaps, business age and other public signals that suggest real exit intent.

Signal-Qualified Owner List

Verified owner or principal details built around your exact mandate — no generic list, no spray-and-pray.

Personalised Outreach

Each message written around the owner's business profile, designed to start a relevant conversation.

Brand-Protected Outreach

Outreach runs under our name — your firm is never exposed. A "no" is never a no to you.

Warm Reply Response SOP

Word-for-word openers, objection handling, and the exact follow-up sequence for every warm reply.

Dedicated Alerts Channel

Campaign updates and interested owners shared in real time so your team always knows what's happening.

Instant Handoff

Every interested owner lands with full context, ready to call within minutes.

Live Dashboard + Weekly Check-ins

Shared tracking and regular reviews to refine targeting and keep the campaign moving.

Dedicated Account Manager

One point of contact who coordinates the campaign and helps your team act on every opportunity.

Results

The same system, proven in the field

We're early in bringing this system to business brokers and M&A advisors specifically — but the underlying mechanism (find the signal, reach the right person, hand off exclusively) is the same one already delivering results below. It doesn't care what industry it's pointed at.

Wayne Boesiger

Founder · SL Recruiting Resources (Class A CDL Driver Recruiting)

Hundreds of leads · $100K–$200K generated · 9 months and counting

Fit

Who we do our best work with

This works when the firm behind it is real. It's honest to say who it's for, and who it isn't.

Probably a fit

Established brokerage or advisory firm with closed deals behind you
A defined mandate — an industry, deal size or geography
An existing process that converts warm conversations into engagements
Someone who can follow up within a day of a conversation landing

Probably not a fit

No defined mandate — open to literally any deal, anywhere
Looking for the cheapest possible leads
Nobody free to work a conversation the day it arrives
No process — we source real opportunities, you still have to close

FAQ

Fair questions, straight answers

A verified owner or principal matching your mandate, who has confirmed genuine openness to discussing their options — and the introduction is exclusive to your firm. Not a contact list, not a booked meeting, not a signed engagement.

No — outreach runs under our brand. That protects your reputation. A "no" from a cold message never comes back to you.

Setup takes 7–10 business days once your mandate is locked. Most partners see their first qualified conversation within two to three weeks.

Yes — we work with one firm per mandate per market. If we already have a partner in your space, you'll go on the waiting list.

Show up to the mandate strategy call, approve your outreach copy, and follow up fast when a qualified conversation lands. We handle everything else.

Scope depends on your mandate, market size and target volume. We'll walk through real numbers for your pipeline on the call — no obligation.

Add 8–12 qualified seller conversations to your deal pipeline every month