Free outbound asset
Target at least 10 potential M&A sellers per month.
Download the full M&A seller prospecting system. It shows how an advisory firm can turn criteria, data sources, verification, outreach, reply handling and calendar booking into one repeatable owner-acquisition workflow.
01
Defines target industries, locations, company size, ownership filters and exclusion rules.
02
Finds matching businesses, checks fit, verifies owner emails and prioritizes owners using public signals.
03
Launches outreach, qualifies replies, books owner meetings and prepares the advisor before each call.
Get the asset
PDF guideThe M&A Seller Prospecting System
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What is inside
A practical operating guide for advisory firms that cannot live on referrals alone.
The system
- Search criteria and exclusion rules
- Company and owner fit checks
- Prioritization using public intent signals
The execution
- Verified owner email workflow
- Outbound launch and reply handling
- Meeting booking and advisor prep