Free outbound asset — PDF guide
Target at least 10 potential M&A sellers per month.
Download the full seller prospecting system: how an advisory firm turns 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 using public signals.
03
Launches outreach, qualifies replies, books owner meetings, and preps the advisor before each call.
PDF GUIDE
The M&A Seller Prospecting System
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What's inside
A practical operating guide for advisory firms that can't 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