Insights on Deal Flow

Strategies, frameworks, and insights for building proprietary deal flow systems that compound over time.

Lead Generation

Business Broker Lead Generation: The Complete Guide

A complete breakdown of every lead generation channel available to business brokers — what works, what doesn't, and how to build a system that fills your pipeline consistently.

Apr 1, 202615 min read
Lead Generation

What to Look for in a Business Broker Lead Generation Service

Evaluating lead gen services for your brokerage? Here are 10 criteria that separate providers who deliver from those who burn your money and your reputation.

Apr 1, 202611 min read
Marketing

Business Broker Marketing Channels Ranked by ROI

We ranked every marketing channel available to business brokers — from outbound email to Facebook ads to referrals. Here's where your time and money will actually pay off.

Apr 1, 202614 min read
Cold Email

Cold Email for Business Brokers: Why Most Campaigns Fail

Tried cold email for your brokerage and got nothing? Here are the 7 reasons broker cold email campaigns fail — and what actually works to generate seller leads.

Apr 1, 202611 min read
Deal Flow

Deal Flow for M&A Advisors: Outbound vs Inbound vs Referrals

The three main deal flow channels for M&A advisors — outbound, inbound, and referrals — compared honestly, with a framework for combining them.

Apr 1, 202613 min read
Strategy

DIY Outbound vs Done-For-You Deal Flow: A Cost and Time Analysis

Building outbound in-house sounds like the smart long-term play. But the real cost — in money, time, and opportunity — is much higher than most firms expect.

Apr 1, 202613 min read
Lead Generation

How Business Brokers Are Getting 10-20 Seller Meetings Per Month

Most business brokers rely on referrals and hope for seller leads. Here's exactly how top-performing brokers use systematic outbound to book 10-20 qualified seller meetings every month.

Apr 1, 20268 min read
Infrastructure

How to Build Proprietary Deal Flow Infrastructure

A technical breakdown of what it actually takes to build proprietary deal flow infrastructure — the domains, data, deliverability systems, and coordination that separate real outbound from email spam.

Apr 1, 202614 min read
Strategy

How to Evaluate M&A Deal Origination Services: A Buyer's Framework

The M&A deal origination market ranges from $25/lead mass email blasts to $38K setup fees. This 10-criteria framework helps you separate credible providers from expensive experiments.

Apr 1, 202617 min read
Appointment Setting

M&A Appointment Setting: What to Look For (And What to Avoid)

A buyer's guide to evaluating M&A appointment setting services — the red flags that should make you walk away, and the green flags that signal a provider who can actually deliver.

Apr 1, 202614 min read
Strategy

Pay-Per-Appointment vs Monthly Retainer: Which Model Works for M&A Deal Flow?

Two pricing models dominate M&A deal flow services. One charges you regardless of results. The other only charges when you get meetings. Here's the real math behind each.

Apr 1, 202610 min read
Strategy

Why Most M&A Firms Fail at Outbound (And How to Fix It)

The traditional approach to deal sourcing is broken. Here's why most M&A firms struggle with outbound and what actually works.

Jan 15, 20252 min read