Aligned Profit
The Deal Flow Problem — Solved

73% of Owners Would Sell.
Nobody Is Talking to Them.
Here's the System That Does.

Watch this free training to see the exact 3-phase system M&A advisors, brokers, and independent sponsors are using to build a consistent pipeline from the part of the market no one else is working.

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The Problem

Everyone Is Competing
for the Same 7%

Right now, 7% of lower middle market business owners are actively ready to sell. Those are the companies in the broker databases, the ones circulating in deal networks, the ones your competitors are already underwriting. Whether you're an advisor, a broker, an independent sponsor, or a searcher — that's the pool you're fighting over when you rely on what's already listed.

When everyone targets the same ready sellers, the same problems show up regardless of your role:

The advisors, sponsors, and searchers who consistently close proprietary deals aren't working harder. They're working a completely different part of the market.

The GridFlow Method Insight

The Deal Flow Grid:
Where Your Next 10 Deals Are Hiding

When you map the entire universe of lower middle market sellers, you get four distinct segments — and almost all the proprietary opportunity is sitting in one quadrant that advisors, sponsors, and searchers alike are almost universally ignoring.

7%
Ready Now
Actively listed or in process. High competition, compressed margins. This is where everyone plays.
63%
Open to Selling
Not listing. Not calling brokers. But open to a real conversation. This is where the GridFlow Method lives — and almost no one else is here.
10%
Will Sell Eventually
Long-horizon owners. Worth planting seeds, but not your primary focus.
20%
Not Interested
Generational holds or personal objections. Move on.
The math is simple: If you engage the 63% systematically, you have access to 10× more potential deals than anyone competing over the listed 7% — with nearly zero competition, no auction dynamics, and owners who already know your name when the timing shifts. For independent sponsors, that means truly proprietary deal flow. For searchers, it means finding your target before it ever hits the market.

The GridFlow Method is informed by research on business owner exit readiness, middle-market M&A activity, and small business ownership trends. The following reports and studies provide context for the readiness model discussed throughout this training.

  • Divestopedia. (2023). Exit Planning Survey: When Business Owners Plan to Sell Their Companies. Divestopedia Research Center.
  • Exit Planning Institute. (2022). State of Owner Readiness Report. Exit Planning Institute.
  • International Business Brokers Association. (2023). Market Pulse Report. International Business Brokers Association and Pepperdine University Graziadio Business School.
  • Pepperdine University Graziadio Business School. (2023). Pepperdine Private Capital Markets Report. Pepperdine University.
  • BizBuySell. (2024). Insight Report: Business Owner Exit Intentions and Marketplace Trends. BizBuySell.
  • U.S. Small Business Administration Office of Advocacy. (2023). Small Business Demographics and Ownership Statistics. U.S. Small Business Administration.

The percentage distribution referenced in The GridFlow Method represents a behavioral readiness model derived from industry research on owner exit intentions and observed M&A pipeline patterns. Multiple studies consistently show that only a small minority of business owners are actively pursuing a sale at any given time, while a significantly larger portion remain open to selling under the right circumstances but have not yet engaged advisors.

What the Numbers Look Like

A Systematic Approach to
the 63% Produces Predictable Results

Based on active GridFlow Method engagements, here's what a full-year outreach system typically produces — whether you're running an advisory firm, sourcing as an independent sponsor, or executing a focused search.

5,000+
Targeted owner
touches per year
4–12
Immediate deal
conversations opened
1–4
Deals added from
the 63% annually

Results vary by market, vertical, and engagement depth. These are conservative figures — most advisors see meaningful pipeline impact within the first 90 days of outreach.

How It Works

The Three-Phase GridFlow Method Process

The GridFlow Method isn't cold outreach and it isn't passive marketing. It's a three-phase system for identifying, engaging, and cultivating the 63% until they're ready — then introducing them to your firm, your deal thesis, or your acquisition criteria.

01
Define the Profile & Build the List
We start by identifying the exact type of business owner that fits your criteria: industry vertical, revenue range ($1M–$15M), geography, and owner profile (age 55+, likely succession candidate). For advisors and brokers, this maps to your mandate. For independent sponsors, it maps to your LP thesis and target platform. For searchers, it defines your acquisition target. From there, we build a curated list of 500–1,000 targeted owners per quarter — built around your specific deal criteria, not a generic database export.
02
Open the Conversation — Not a Pitch
The opening isn't a sales pitch — it's a simple, direct question: "Would you consider selling [Company]?" That's it. No fake pretexts. No lengthy value propositions. Owners in the 63% don't want to be sold to — they want to be recognized. A direct, respectful outreach respects their time and positions your firm as a peer, not a vendor. Advisors who do this first call like a consultation — asking more questions than they answer — convert at 3× the rate of those who lead with pitch decks.
03
Run the Cultivation Engine
Most of the 63% aren't ready today — they're 6 to 18 months away. The Cultivation Engine keeps your firm present and top of mind on autopilot: educational content, strategic touchpoints, market updates, and re-engagement sequences that run without requiring your personal time. When the timing shifts — a health event, a partnership dispute, a liquidity need — your firm is already in the relationship. Simple. Automated. Invisible.
Real Results

From the 63% to Closed:
What This Looks Like in Practice

These are real engagements where the GridFlow Method process identified an owner who was not actively selling, opened a conversation, and cultivated the relationship through to a signed engagement or closed deal.

Case Study 01
Midwest Machine Shop — $18M LOI
A third-generation machine shop owner in the Midwest. The owner wasn't listed, wasn't working with a broker, and hadn't signaled any intent to sell. Identified through a targeted sector outreach focused on manufacturing businesses with 50+ employees and an owner in his early 60s. Initial outreach: one simple question about whether he'd ever considered a transition. He replied within 48 hours. Over the next four months, the relationship was cultivated through periodic strategic touchpoints — no pressure, no pitch. When his business partner announced plans to retire, the timing became right. LOI signed at $18M — 135 days from first contact. No auction. No competition. One firm in the room.
$18M
LOI Value
135
Days to LOI
0
Competing Advisors
Case Study 02
Functional Medicine Clinic — $1.9M Close
A solo-practitioner functional medicine clinic owner — a segment seeing strong PE interest due to fragmented ownership and recurring patient revenue. Owner was identified through a healthcare services market map targeting owner-operated clinics between $800K and $3M in annual revenue. Initial outreach was simple and direct. The owner had thought about selling "someday" but had never taken a concrete step. Over the following months, periodic engagement kept the firm top of mind. When the owner's lease came up for renewal — a decision that would lock in 5 more years — she picked up the phone. Deal closed at $1.9M — 205 days from first contact.
$1.9M
Closed Value
205
Days to Close
$0
Ad Spend
Case Study 03
East Coast Dental Practice — $13M Acquisition
An owner-operated dental practice on the East Coast — a market seeing aggressive consolidation from PE-backed DSO platforms. The owner had received inbound inquiries from buyers before but had never engaged seriously. He wasn't listed and had no formal exit timeline. He was identified through a targeted dental sector mapping exercise focused on single-location and small-group practices in the $2M–$5M revenue range with an owner in his late fifties. Outreach was direct and straightforward. Over the following months, periodic engagement kept the relationship warm. When a PE-backed dental platform entered his geography and the competitive landscape began to shift, the timing became right. Transaction closed at $13M — acquired by a PE-backed dental platform. The owner had never spoken to another advisor.
$13M
Transaction Value
PE-Backed
Buyer Type
0
Competing Advisors
$130M+
in aggregate pipeline value tracked across the GridFlow Method advisor network
Across healthcare services, specialty trades, manufacturing, and professional services
The Cultivation Engine

Stay Present Without
Making It a Full-Time Job

The biggest mistake advisors, sponsors, and searchers make when trying to work the 63% is overcomplicating it. More tools, more platforms, more people — and the whole system breaks down. The Cultivation Engine is built on one principle: Simple. Automated. Invisible.

Speed to Introduction
Advisors, sponsors, and searchers who respond to a warm owner introduction within 24 hours convert at nearly 3× the rate of those who wait a week. Owners are evaluating you the moment they hear your name.
🔄
Automated Touchpoints
Owners in the 63% need 6–18 months of presence before timing is right. The system keeps your firm top of mind — without you personally managing every follow-up.
🎯
Consultation-First Calls
The best advisors ask more questions than they answer in the first call. They become a trusted advisor before they become a dealmaker — and owners remember that.
Who This Is For

The GridFlow Method Is Built for Anyone Who Needs
Proprietary Deal Flow

This isn't for everyone. But if your success depends on finding qualified sellers before they hit the market — this was built for you. It works across three distinct buyer types:

M&A Advisors & Brokers
  • Focused on $1M–$25M lower middle market deals
  • Want to add 3–10 mandates per year from outbound origination
  • Done competing over listed deals with compressed fees
  • Want a durable pipeline — not a referral spike
Independent Sponsors
  • Sourcing deal-by-deal without committed capital
  • Need truly proprietary deals — LPs won't fund something already shopped
  • Can't win competitive auctions against funded PE
  • Need exclusivity and seller trust established before the process begins
Searchers
  • Executing a funded or self-funded search with a defined thesis
  • Operating on a 12–24 month timeline — can't wait for the right deal to appear
  • Need to find the target before it's listed, not compete for it after
  • Search investors expect systematic origination, not passive browsing
Market exclusivity included
Each GridFlow Method engagement is exclusive to a single firm or sponsor per market and vertical. We don't run parallel engagements for competing buyers in the same geography. If your market is available, now is the time to reserve it.
Next Step

Ready to See If the GridFlow Method
Is Right for You?

Book a complimentary 20-minute strategy call. Whether you're an advisor, an independent sponsor, or a searcher — we'll look at your market and thesis, identify where the 63% opportunity is, and be straight with you about whether this is the right fit.

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