Basic
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Browse off-market business profiles
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10 conversation requests to owners
Exclusive introductions to pre-vetted off-market owners, matched to your search and booked directly on your calendar.
We call hundreds of businesses based on your buying criteria (i.e., industry, geography, financials)
We book meetings with owners directly on your calendar
You get the first conversation with the owner
You get standing check-ins to review your search
Here's what a typical month with Concierge looks like:
One-time meeting to meet the team and align on your buy box and deal breakers.
Calls booked directly on your calendar with businesses that fit your buy box.
Recurring meeting to review call stats and pipeline status.
Most buyers compete for the same publicly listed deals. Concierge clients get there first.
Basic
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Browse off-market business profiles
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10 conversation requests to owners
Full
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Browse off-market business profiles
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Priority access to public sellers before general release
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Unlimited conversation requests to owners
Concierge
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Everything in Full, plus:
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2-4 sourced owner intros per month
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3-month minimum, month-to-month after
Every plan carries a success fee at closing, calculated using the Lehman Formula. Estimate your success fee
Point us at your buy box. We'll bring you the owners worth your time.