[For Searchers!] How to Work Successfully with Brokers for Deal Sourcing

[For Searchers!] How to Work Successfully with Brokers for Deal Sourcing

Update: 2024-07-19
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In this episode, we dive deep into the strategies searchers need to master to build strong relationships with business brokers and M&A advisors. If you don't approach this properly, you'll be STOPPED immediately with the ever dreaded proof of funds request that, let's be honest, you know you don't have.

Don't worry, we talk about all that in this episode - Learn how to position yourself as a trustworthy and serious buyer so that brokers are eager to send you their best deals before they hit the market. From understanding their motivations to crafting the perfect outreach, we’ll guide you through the steps to ensure you’re top of mind when that next great listing becomes available. Whether you’re new to the game or looking to refine your approach, this episode is packed with actionable insights to help you secure those elusive, off-market opportunities.

If you're interested in learning more and working with us, feel free to reach out to us at mubarak@acecpas.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

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[For Searchers!] How to Work Successfully with Brokers for Deal Sourcing

[For Searchers!] How to Work Successfully with Brokers for Deal Sourcing

ExitOS | Mubarak Shah, CPA