$180,000. 60 days. Zero cold calls.
A done-for-you outbound system that puts business brokers, M&A advisors, exit planners, financial advisors, CPAs and wealth managers in front of business owners ready to sell, before they have called anyone else. One advisor per state.
What our clients say
"Before Expansions, my pipeline was 100% referral based. In 60 days they built a system that generated 99 qualified leads. I closed 6 deals, $180,000 in revenue, and I still have 29 active conversations. The system runs. I just take the calls."
"In the first two weeks alone, they had my entire funnel built out. Prospects show up ready to collaborate. Not just leads, but leads that are already warm. I can't recommend Expansions enough."
Built by a Two Comma Club Award winner.
The Two Comma Club Award is ClickFunnels' recognition for marketers who generate over $1,000,000 through a single funnel. Bruno Morris holds it, which means the funnel we build inside your business is not theoretical. It is proven at seven figures, and that is what we install for you.
The Expansions Revenue Funnel
How we generate qualified appointments for exit consultants, M&A advisors and financial advisors.
- 01 | Signals
Find owners preparing to exit
We track 27 exit signals to find owners 6 to 18 months from a sale, in your state and your niche.
- 02 | Outreach
Personal, proof-first messages
Email, LinkedIn and phone, written in your name and led by real client results.
- 03 | Opt-in
Owners raise their hand
Business owners self-select with a warm "yes, tell me more".
- 04 | Video breakdown
A short video does the selling
They see exactly how you work. By the time they book, they are most of the way there.
- 05 | Meeting
Booked into your calendar
No cold calls and no chasing. You arrive to a warm conversation.
- 06 | Closed won
Mandate signed
21 and 90 day nurture sequences bring back the owners who were not ready yet.
Every step runs on autopilot. You own the system, the database and every relationship.
27 buying signals across 4 categories, to find owners ready to exit in the next 6 to 18 months.
Most agencies email everyone. We only contact owners already showing exit intent.
Ownership and demographicWho they are and where they are in life
- Founder is 58 or older
- Solo owner with 10+ years at the company
- Founder became a grandparent in the last 18 months
- Spouse retired in the last 24 months
- No family in the business, no natural successor
- Founder talked about "legacy", "freedom" or "next chapter" in the last 12 months
- Founder moved cities or bought a vacation property
- Business social media activity dropped by 50% or more
Business operationsStructural changes that signal an exit is being prepared
- Recently hired a COO or professional manager
- Hiring freeze despite revenue growth
- Recent senior hires: CFO, VP Sales, VP Operations
- Switched from cash to accrual accounting
- Sudden focus on documenting processes
- Revenue stable or growing, prime sale timing
- No expansion plans despite healthy margins
Behavioral and digitalWhat they do online before they tell anyone
- Back at conferences after years away
- Recently followed M&A or exit planning content
- Engaging with valuation or business sale content
- Personal profile busier while the company page goes quiet
- Profile updates that put the person ahead of the company
- Searches or engagement around "exit planning" or "sell my business"
Competitive and marketForces that open the window to sell
- A direct competitor sold or merged in the last 18 months
- Private equity rolling up the industry
- Industry multiples at a 5 year high
- Regulatory or market changes ahead for the industry
- A major customer contract nearing expiry
- Market conditions favoring sellers in the sector
Two types of advisor. One system. Both at 20x ROI or more.
An exit consulting firm
Florida
- Deals closed
- 6
- Average deal fee
- $30K+
- Revenue generated
- $180,000
- Timeframe
- 60 days
- Total investment
- $9,000
29 active conversations still in the pipeline after 60 days.
A multi-state business brokerage
Pacific Northwest and New England
- Appointments a month
- 10
- Close rate
- 20 to 30%
- Average commission
- $100,000
- Revenue a month
- $200,000
- Total investment
- $9,000
Based on 2 deals a month at an average $100K commission.
Multi-touch campaigns
Email, LinkedIn and phone working together, so owners hear from you more than once and in more than one place.
NDA automation included
Prospects sign your NDA and submit your seller questionnaire before they reach your calendar. You meet someone who is already committed.
Tick 3 or more and your state is likely still open.
One advisor per state, backed by a non-compete.
One advisor. One state. First to claim it, owns it.
- AK Open
- ME Open
- VT Open
- NH Open
- WA Open
- ID Open
- MT Open
- ND Open
- MN Open
- IL In conversation
- WI Open
- MI In conversation
- NY In conversation
- RI Open
- MA Taken
- OR Open
- NV Open
- WY Open
- SD Open
- IA Open
- IN Open
- OH In conversation
- PA Open
- NJ Open
- CT Open
- CA Taken
- UT Taken
- CO In conversation
- NE Open
- MO Open
- KY Open
- WV Open
- VA Open
- MD Taken
- DE Open
- AZ In conversation
- NM Open
- KS Open
- AR Open
- TN In conversation
- NC In conversation
- SC Open
- DC Open
- OK Open
- LA Open
- MS Open
- AL Open
- GA Taken
- HI Open
- TX In conversation
- FL In conversation
- Taken. An advisor owns this state.
- In conversation. Move fast.
- Open. First to claim it wins it.
In the UK we work by region, not by state. Most of our UK conversations are in London, Manchester and Edinburgh, so those three are filling up. Every other region is open.
- Filling up. London, Manchester and Edinburgh. Move fast.
- Open. First advisor to claim a region wins it.
- London: filling up
- North West (Manchester): filling up
- Edinburgh and the rest of Scotland: Edinburgh filling up, rest open
- North East, Yorkshire and the Humber, East Midlands, West Midlands, East of England, South East, South West, Wales, Northern Ireland: open
From zero to revenue engine in 3 weeks. Then it runs.
- Week 1
Your offer becomes irresistible
We audit your offer and messaging, then build and test your funnel, landing page and NDA sequence.
System being built
- Week 2
Outreach goes live within 2 weeks
Your campaigns launch at a human pace, and the first owners in your state are being warmed up.
System running
- Week 3
First appointments arrive
Your calendar starts filling with qualified referral partners and deal flow sources: attorneys, accountants and wealth managers.
First results
- Month 2+
Owners book directly
Owners showing the 27 exit signals book straight into your calendar, on top of the referral network. Two streams, one system.
Revenue flowing
Your state is still open. For now.
We will map which business owners in your state are 6 to 18 months from exit right now, and tell you whether we can work together.
No pitch. Just a map of your state's exit-ready pipeline.
Frequently asked
What is the minimum engagement?
3 months. That is the time needed to build the system, launch outreach, warm the pipeline and reach consistent appointments. Appointments come from referral partners who have access to ready-to-sell businesses, and directly from owners showing exit signals.
What do I keep if we stop working together?
Everything. The leads, the contacts and the conversations live in your CRM, under your domain and your brand. The email setup, the sequences, the funnel and every lead we found stay in your business. We install an asset, not a subscription.
Who handles the replies?
While we work together, we handle replies across every channel through the system, on your behalf, and send you the owners who want to talk.
Do you work with financial advisors?
Yes. Wealth and financial advisors whose best clients are business owners heading for a sale use the same system to meet those owners before the liquidity event.