For M&A Professionals & Acquirers
We Build the Tools.
Owners Come to Us.
You Close the Deals.
Our Exit Lab platforms generate qualified leads from business owners who have already completed a valuation assessment, understand their numbers, and opted in to be introduced to a professional like you.
Currently live in HVAC and Home Care. More industries in development.
The Lead Journey
From First Click to Your Desk
Every lead that reaches you has been through a structured journey. By the time we make the introduction, the owner knows their numbers, understands the process, and has consented to connect.
Attract
Owner Finds Exit Lab
Business owners discover our free, industry-specific valuation tools through search, referrals, or industry content. They come to us because they want data, not a sales pitch.
Assess
Completes Valuation
The owner completes a 5-minute assessment covering revenue, margins, owner involvement, customer concentration, and operational factors. They receive an instant valuation range and exit readiness score.
Educate
Enters Nurture Sequence
After the assessment, owners enter an email sequence that educates them on the exit process: what drives their multiple, how to prepare, what to expect from advisors, and when to start planning.
Qualify
Opts In to Introductions
When an owner is ready to explore their options, they opt in to be introduced to a qualified professional. This is consent-based. We never share owner data without explicit permission.
Connect
Introduction Made
We match the owner with a partner from our network based on industry, geography, deal size, and specialization. You receive a warm introduction to someone who already understands their numbers.
Sample Lead Profile
What You Actually Receive
When we make an introduction, you do not get a name and a phone number. You get a complete profile of an owner who is ready to have a real conversation.
Lead Introduction Profile
Second Chair Advisory Partner Network
Industry
HVAC
Location
Dallas, TX
Revenue Range
$3M - $5M
Timeline
12 - 24 months
Est. Valuation Range
$2.4M – $3.2M
4.8x - 6.4x EBITDA
Exit Readiness
Ready with improvements
Owner Involvement
6 / 10
Moderate dependency
Key Multiple Factors
Owner's Stated Needs
"I have been running this company for 18 years and I am starting to think about what comes next. I want to understand what my business is actually worth and what I should be doing now to get the best outcome in 1 to 2 years."
Sample profile for illustration purposes. Actual lead profiles contain real owner data shared with consent.
The Partnership
What You Get as a Partner
Warm Introductions
Every lead is a consent-based introduction. The owner knows who you are and why you are being introduced. No cold outreach.
Complete Lead Profiles
You receive the owner's industry, revenue, valuation range, exit readiness score, key factors, timeline, and stated needs.
Intentional Matching
We match based on your specialization, geography, and deal size range. You are not competing with 20 other firms for the same lead.
Educated Owners
Owners have been through our content and nurture sequence. They understand what drives their multiple and what to expect from the process.
Qualified Pipeline
Every owner has completed a full valuation assessment. You are not starting from scratch. The data is already there.
Direct Communication
After the introduction is made, you communicate directly with the owner. We facilitate the connection, not the transaction.
Who We Work With
Is This the Right Fit?
M&A Advisory Firms
You advise owners on business sales in the $500K to $10M EBITDA range. You want consent-based introductions to owners who understand their valuation and are educated on the process.
Best for: Lower-middle-market deal flow in service industries
Private Equity Firms & Search Funds
You acquire or invest in service-industry businesses in the $500K to $10M EBITDA range. You want direct access to owners who have real data on their business and are actively exploring a transaction.
Best for: Proprietary deal sourcing in fragmented service verticals
Business Brokers
You represent owners in the sale of their business in the $500K to $10M EBITDA range. You want introductions to owners who already understand their value, have realistic expectations, and are ready to engage.
Best for: Sell-side representation for service-industry businesses
CPAs & Tax Advisors
You handle transaction tax planning, financial due diligence, or business advisory for service-industry owners at any stage. You want to connect with owners who are thinking about their future, whether they are two years out or ready now.
Best for: Pre-transaction tax planning and financial structuring at all deal sizes
M&A Attorneys
You specialize in business transactions, asset purchases, or deal structuring for service-industry owners. You want introductions to owners who need legal counsel, whether they are preparing for a future sale or actively in the process.
Best for: Legal counsel for business sales and acquisitions at all deal sizes
Business Consultants
You help owners reduce owner dependency, improve operations, and increase business value. You want to work with owners at any revenue level who have a clear picture of where they stand and what needs to improve.
Best for: Pre-sale operational improvement and value creation at all deal sizes
This is for you if
- You work with service-industry business owners, from early-stage planning through $10M+ EBITDA transactions
- You want consent-based introductions to owners who understand their numbers
- You have experience in M&A advisory, private equity, business brokerage, tax planning, legal counsel, or consulting
- You value quality introductions over volume
This is not for you if
- ✕You are looking for a list of names to cold call
- ✕You do not have experience in transaction-based advisory
- ✕You expect guaranteed deal flow or geographic exclusivity
- ✕You are not willing to invest time in building a relationship with the owner
Common Questions
Frequently Asked Questions
Exclusive Deal Flow
Own the Funnel. Not Just the Leads.
We build exclusive Exit Lab platforms for PE firms and M&A advisory groups who want proprietary deal sourcing in their target vertical. Your industry. Your data. Your leads. No shared network, no competition for the same introduction.
Your Own Platform
A fully built Exit Lab with your industry's valuation model, EBITDA multiples, state guides, and educational content.
Exclusive Lead Flow
Every owner who completes a valuation on your platform flows directly to you. No shared introductions, no competing firms.
Built to Your Specs
We tailor the assessment inputs, valuation methodology, and content to your target industry and deal criteria.
More industries coming soon. We are building Exit Lab tools for additional verticals. If you are a PE firm or M&A advisory group looking for qualified deal flow in a specific industry, let us build the platform for your market.
Partner Application
Apply to Join Our Partner Network
Tell us about your practice and the types of clients you serve. We review every application and follow up within two business days.