Client Results — Aligned Profit

What Our Clients Say

Trusted by M&A Advisors, Buyers & Business Leaders

Video Testimonial

My experience with you guys has been fantastic. I got a spreadsheet the other day with a big, lengthy list — I wanted to make sure that none of them fell through the cracks, which I suppose speaks to the number that you've been able to generate. I've been super, super happy with it. Some big opportunities, some small opportunities, some stuff in the middle — all of them really matter to me. All of them really matter to the success and expansion of our business. We're super grateful, and I know I speak for our group when I say that.

Dave

M&A Advisory Client

Buy-Side Client

We started from nothing, and their marketing connected us to the right people to grow our business. I had 3 to 4 appointments a week to talk to targeted people. They were able to pivot based on real feedback and adjustments to maximize response. On top of it, Tyler was great to work with. I recommend Aligned Profit for any company that wants to reach its clients and increase revenue.

Buyer Client

Acquisition Searcher

B2B Consulting Client

Tyler and his team's commitment to excellence, innovation, and client-centricity truly sets him apart in the field, making him an invaluable partner in driving success for any B2B venture.

B2B Consulting Client

Business Development

Client

Aligned Profit is invested in our success and has worked hard to help us achieve our goals. They are a pleasure to work with and focus on our satisfaction.

Shane

Business Leader

Case Studies

From Pipeline to Closed Deals

Real campaigns. Real outcomes. Here's how Aligned Profit's origination infrastructure turned into closed transactions for our clients.

M&A Advisor — Sell-Side Engagement

Biggest Deal of the Year — Sourced by Aligned Profit

An M&A advisor engaged Aligned Profit to build sell-side deal flow in a niche market. Through our systematic founder outreach, we connected the advisor with the owner of a surveying company in Florida that sold for $2.4 million — a business that wasn't listed, wasn't actively shopping advisors, and wouldn't have surfaced through traditional channels.

The advisor engaged the owner, brought the deal to market, and closed it. It became their single largest transaction of the year — originated entirely through the Aligned Profit campaign.

$2.4M

Purchase Price

Surveying

Industry — Florida

#1 Deal

Advisor's Biggest of the Year

Independent Sponsor — Buy-Side Engagement

From Zero Pipeline to Closed Acquisition in the Charlotte Metro

An independent sponsor came to Aligned Profit with a defined buy box: outpatient care facilities in the plastic surgery and functional medicine space, targeting businesses with $500K–$1.5M in EBITDA in the Charlotte, NC metro area.

Our origination team mapped the market, engaged practice owners directly, and built a qualified pipeline of sellers matching the sponsor's criteria. The campaign generated enough deal flow for the client to put offers on two clinics in their target region.

One of those acquisitions closed — taking the sponsor from a cold start to a completed transaction, powered entirely by Aligned Profit's origination infrastructure.

$500K–$1.5M

Target EBITDA Range

Healthcare

Outpatient — Charlotte, NC

2 Offers → 1 Closed

Acquisition Completed

M&A Advisory Firm — Sell-Side Engagement

3 Confirmed Transactions & 8 New Listings in One Year

A specialty dental M&A advisory firm partnered with Aligned Profit to expand their sell-side origination beyond referral-dependent deal flow. The firm needed a systematic pipeline of dental practice owners who were open to a conversation about succession or exit — without waiting for inbound leads.

Over the course of a 12-month engagement, our origination team mapped their target markets, ran structured outreach to dental practice owners, and delivered qualified sellers directly to the advisory team. The campaign generated a consistent flow of engaged founders — enough to sustain 8 new signed listing agreements during the engagement period.

Of those listings, 3 moved through the full transaction cycle and closed — representing a direct, measurable return on a single year of origination coverage with Aligned Profit.

3 Closed

Confirmed Transactions

8 Listings

Signed Listing Agreements

Dental

Specialty M&A — 12-Month Engagement

Pipeline in Action

Real Responses From Business Owners

Every response below is from a real business owner — engaged through Aligned Profit's origination process, vetted, and delivered to our clients with seller-reported financials.

Every Lead is Vetted by an M&A-Trained BDR

These aren't raw form fills. Every seller lead that comes through Aligned Profit's origination process is personally vetted on a live phone call by an M&A-trained Business Development Representative. We qualify revenue, profitability, owner motivation, and timeline before anything reaches your desk — so every opportunity you see is real, relevant, and ready for a conversation.

Our previous bid was valued at over $175 million approximately six years ago. Should you have any offers that exceed this figure, I would be very interested in exploring those possibilities.

Richard — Infrastructure & Engineering

We're a national DTC brand — consumer goods, all e-commerce. Did $14 million net profit last year. I built this from scratch and I'm starting to think about what a liquidity event looks like. Happy to talk if you've got the right buyer profile.

Matt — Consumer Goods / E-Commerce

We've got two locations and net right around $2 million a year. I've been approached before but never seriously explored it. I'd be open to a conversation if the fit is right.

Alan — Independent Pharmacy

We run 14 crews across the metro and cleared just over $2 million in profit last year. I've been thinking about my next chapter — what does the process look like on your end?

Craig — Commercial Painting

We specialize in high-end residential and hospitality projects. Net income last year was about $850K and growing. I'd love to hear what options might look like for a firm our size.

Nicole — Interior Design Firm

Business is strong — we did $750K in profit this year on commercial and residential. I'm not in a rush but I'd like to understand what my company could be worth to the right buyer.

Derek — Roofing Contractor

I may be interested in selling my business. It is a practice with 15 service providers besides myself. Our gross revenue is about $4 million/year, and I'd be open to talks.

Karen — Healthcare Practice

What do you think my business is worth if I'm doing $3 million in sales a year?

Greg — Commercial Landscaping

I do $2.4 million/year over the last 4 years. I am interested. Need to know more.

Tom — HVAC Contractor

I've been here 30 years, my company is on point to do $2 million in sales this year. I am at the phase where I will be looking at different opportunities to be less involved with the business. Give me a call and we can talk.

Ray — Industrial Distribution

We are not looking to sell at the moment. But curious what a business that Net Sales are between $1.5–$2 million would attract when it comes to offers?

Steve — Electrical Contractor

My practice will probably produce $1.5 million this year. I figured it didn't hurt to at least start a conversation. Obviously, everything needs to be strictly confidential.

Dan — Optometry Practice

I do over $1MM. It is worth a conversation.

Jeff — Plumbing & Mechanical

I would be interested in chatting. I have 3 practices, 4 including my partners. Let me know when you can chat.

Lisa — Dental Group

Looking to possible transition. Practice does $650K with room for growth. Let me know possibilities.

Mark — Veterinary Practice

Thanks for the outreach. It is appreciated and might be timely. I would be interested in exploring options and opportunities. Is there a time next week that would work for you?

Brian — IT Managed Services

Yes it is. I would be highly interested. Sounds great — how does your schedule look next week for a call?

Mike — Staffing Agency

What is needed from my side? I am interested in knowing more about this. How long does it take as my schedule is super busy.

Carlos — Food Manufacturing

I am not quite ready to exit yet but would be interested in hearing what you have to say. I am available most Tuesdays, Thursdays, and Fridays at noon for a call.

Jim — Auto Body & Collision

Sure I am open to a discussion. Let me know when and how we can connect!

Kevin — Commercial Roofing

I'm curious but would not be ready in 4–6 months. Give me a call.

Doug — Pest Control Services

All responses shown are from real business owners. Names have been changed and identifying details redacted to protect confidentiality. Financial figures are seller-reported and verified on live calls by Aligned Profit's M&A-trained BDR team.

Real Results From Real Clients