"The advisors who consistently close deals don't wait for sellers to raise their hand — they build relationships long before an owner ever decides to sell."Aligned Profit · Sell-Side Engagement Program
A white-labeled, done-for-you seller outreach and qualification engine — purpose-built for M&A advisors and brokers who want a consistent pipeline of engaged sellers without adding headcount.
The Sell-Side Engagement Program (SSEP) handles every stage of seller discovery — from initial outreach to qualification — so your team spends time on relationships, not research. Everything runs under your brand.
Our M&A trained callers screen inbound and prospected leads before they reach your desk. We verify business type, ownership structure, revenue range, and soft sell-readiness — so every conversation you take is pre-qualified.
Before the first advisory call, we gather key business information: approximate revenue, owner tenure, employee count, real estate situation, and motivation for exploring a sale. You walk into every conversation with context.
Multi-touch email sequences sent under your firm's name, targeting business owners in your chosen industries and markets. Built on researched lists, not spray-and-pray. Sequenced for warm, not just busy.
We build, scrub, and maintain target lists of business owners matching your criteria. Dead records, duplicate entries, and out-of-business listings are regularly cleaned to protect sender reputation and campaign performance.
From your first onboarding call to a fully operational campaign — we move fast. The first 30 days are structured to ensure the program runs under your brand and speaks in your voice before a single owner receives an email.
A structured kickoff session with your assigned BDR and campaign lead. We align on your target industries, geography, voice, tone, and deal criteria. You'll walk away with a confirmed campaign brief and your 3 focus industry categories locked in.
We produce three branded white papers tailored to your focus industries — designed to educate business owners on exit planning, market conditions, and what to expect in a sale process. These become leave-behind assets your BDR references and your email sequences link to.
Your BDR and our research team build out the prospecting list for your target verticals. Email infrastructure is set up under your domain, sequences are written in your voice, and the campaign is tested before any send.
Outreach launches. Replies are screened and qualified before reaching you. Sellers who aren't ready to transact are placed into a long-term cultivation sequence — a multi-month drip that keeps your firm top-of-mind when they're ready to act.
Monthly performance review of open rates, reply rates, qualified leads generated, and pipeline entries. Your BDR stays active on outreach, calling, and seller follow-up week over week.
Not every seller you find is ready to sell today — and that's exactly the point. Business owners in the 12–36 month window before a sale are among the most valuable relationships in M&A. The SSEP captures them and keeps them warm.
Sellers who say "call me in a year" are entered into an automated but personalized drip sequence. They receive relevant market insights, exit planning content, and periodic check-ins — under your firm's name.
When a seller finally decides to move forward, they call the advisor who's been consistently showing up for 18 months — not the one who cold-called last Tuesday. Cultivation builds preference before urgency.
The cultivation pool grows each month. Sellers who opt into your content today create a compounding pipeline of future engagements — a long-game asset that your competitors aren't building.
Your BDR is a skilled business development professional trained specifically for M&A conversations. They are not closers, advisors, or attorneys. They are the professional first touch that earns trust and creates the warm handoff — and they operate fully under your brand.
Your SSEP campaign is not a blanket outreach effort. When you onboard, you select 3 target industries within your state or coverage area. This keeps outreach focused, messaging relevant, and list quality high. Below is the full menu of available verticals.
The base program runs cold email and direct calling. For advisors who want to expand their surface area — or who operate in verticals where owners respond better to a different medium — add-ons can be layered in at any time.
Targeted connection requests and message sequences sent to owner profiles identified during list research. Effective for professionals-turned-owners, financial advisors, and service-sector business owners active on LinkedIn.
Personalized, hand-addressed letters sent to priority owners on your target list. Exceptionally high open rates in markets where email has become noise. Ideal for high-value targets in the $2M–$10M EBITDA range where differentiation matters most.
All-inclusive monthly engagement. The first month covers the 30-day setup and onboarding window — campaigns go live by Day 30.
At $1,500/month, SSEP delivers the same core function as a full-time internal BDR at less than 22 cents on the dollar — with no hiring risk, no benefits overhead, no training ramp, and no turnover. The program is operational within 30 days, not 90.
Answers to the questions advisors ask before getting started.
This call is designed for M&A advisors who want to understand exactly how the Aligned Profit origination program fits within their existing deal process. We'll walk through your current target profile, the sectors and geographies you're prioritizing, and how white-labeled outreach integrates with your firm's business development approach — without adding internal headcount or disrupting existing client relationships.
By the end of the call, you'll have a clear picture of what the program delivers — from initial market mapping through qualified, exclusive founder introductions — and whether the engagement structure makes sense for your firm's deal flow goals. No long-term commitment required. If there's a fit, we'll outline the onboarding timeline and get you started within 30 days.