Owner meetings for M&A advisors and business brokers.

You need owners who are getting ready to sell, before they call three other firms. I find them from public records and book the meeting.

The signals I use.

M&A advisors, business brokers

Owner tenure. 15 or more years running the company.

Where it is public: LinkedIn profiles

Company age. 15 or more years since registration.

Where it is public: State corporation registries

No second layer of management. No COO, GM, VP, or second family member.

Where it is public: LinkedIn company pages

First operations hire. A GM or operations role posted in the last 12 months after none before.

Where it is public: Job postings

Public comments about slowing down, succession, or an anniversary.

Where it is public: Local press, company websites

Every name comes with the evidence behind it. The signals decide who I contact first. The owner's reply is the only proof of interest.

Book a 30-minute call

The list.

Built from your states, your deal size range, and the industries you close in. Owners already represented, or already in your CRM, are excluded.

  1. 1

    Define the market.

    Industry, geography, buyer role, exclusions, and what counts as a qualified meeting.

    You and Ghiles
  2. 2

    Approve the signals and the list.

    I map the signals to your offer and build the list. You approve both before anything sends.

    You and Ghiles
  3. 3

    Run the outreach.

    Cold email and LinkedIn. I handle every reply and screen each one against the agreed rules.

    Ghiles
  4. 4

    Take the meeting.

    A qualified prospect books on your calendar. You run the call. You close.

    You

Work starts in week one. First sends in week three, after the sending domains are warmed. First held meetings usually in weeks four to six.

Read the full process

Booked is not held.

A meeting is billable only when all three are true.

Fit

The prospect matches the buyer criteria you approved.

Interest

The prospect agreed to discuss your offer.

Attendance, 15 minutes

The prospect attended the call for at least 15 minutes.

Held

No show, no fee.

If the prospect cancels, the fee waits. It applies only when the rescheduled call happens.

Pricing is on one page.

See pricing

Flat fees and per-meeting fees only. Never a success fee or a percentage of a transaction.

Book a 30-minute call.

Bring your offer and your numbers. I bring the buyer signals and the outbound plan for your market. If this will not work for your market, I say so on the call.

Book a 30-minute call