PHASE 1 Preparation & Lead Generation

Phase 1 establishes the acquisition criteria, prepares the buyer, and initiates lead generation

Finalizing the client's specific acquisition criteria:

We collaborate with the client to define their acquisition criteria. This step typically involves a deep dive into the client’s background, interests, goals, and aspirations.
If the client is unsure about their precise requirements, we present them with a detailed list of potential opportunities to determine what appeals to them.
We spend time with our clients identifying the ideal acquisition target, considering factors such as annual sales, owner's cash flow, industry, location, number of employees, and business longevity.
This information is used to compile a list of companies to approach on behalf of our client.

We assist clients in showcasing their 'buying' credentials, equipping them to effectively market themselves to business owners.
We provide coaching to our clients on what to say to ensure business owners perceive them as competent buyers, and do not dismiss them hastily.
We guide our clients on effective techniques to swiftly eliminate marginal businesses, thus minimizing wasted resources and effort.

We devise a strategy for approaching the acquisition targets, after which we contact and screen the businesses on our target list.
If we deem a business to match our client’s acquisition criteria, we facilitate an introduction between our client and the business owner.
Our clients then engage with the business owners directly and visit the businesses that align with their specific acquisition criteria.
Typically, our search process yields significantly more responses than a client could achieve independently, due to our expertise and extensive referral network.
Our methodology is specifically designed to discover unlisted, proprietary leads, wherein our client is the sole buyer. This results in a less competitive buying process that consistently delivers superior outcomes for our clients.