Proprietary Dealflow of Business Owners Looking to Sell
The Direct Dealflow System: ads, landing page, film and follow-up that bring owners considering a sale straight to your firm. Built, launched and optimised in 90 days.
We research your firm, your mandate criteria and your market before you commit to anything.
Every mandate you have ever won came through someone else’s relationship.
The pipeline you don’t control
Most of your mandates come from the same two or three people. A CPA. An attorney. A wealth manager. None of them work for you. If one retires or starts sending deals somewhere else, your pipeline doesn’t shrink. It’s gone.
Feast or famine
You have expensive people and lumpy revenue. When deals close, everyone’s busy. When they don’t, everyone’s expensive. The problem isn’t execution. Your firm executes. The problem is that new mandates show up when they want to, not when you need them.
Taking mandates you shouldn’t
When the pipeline is thin, you take the deal outside your sweet spot. The owner who wants a fantasy number. Those mandates burn your team for a year and don’t close. More conversations means you get to say no.
Referrals built your firm. But you can’t turn referrals up. When the pipeline thins, there’s no dial.
We build the dial.The Direct Dealflow System
The Direct Dealflow System is a complete deal origination engine built around your firm’s mandate criteria. It reaches business owners who are thinking about a sale, before they call anyone. It brings them to a private, confidential page under your firm’s name. And it books them directly onto your partners’ calendars.
Here’s why it works. Right now, an owner who starts thinking about selling calls whoever their CPA knows. That’s the whole game. The firm that reaches that owner directly, quietly, before the referral chain starts, takes the conversation before anyone else knows it exists.
And here’s the part that matters most: almost no firm your size does this. Your competitors are waiting by the phone for the same three referral sources you are. That’s not a reason to wait. That’s the reason it works.
How an owner gets to your partner’s calendar
The right owner sees your firm.
It starts with a deep audit of your firm and your market. Your mandate, your sector, your deal history: that research shapes every message we write. Then we run structured creative testing until we know exactly what stops the right owner. Not “cash for your business.” Calm, direct, professional.
They watch your film and read your page.
Everything sits on one private page under your firm’s name. A short film that positions your firm as the obvious choice. Clear answers to the questions every owner has: confidentiality, process, what their business might be worth, what happens to their people.
They book the call themselves.
No forms to chase. No gatekeeping. A qualified owner picks a time on your partner’s calendar. Email follow-up keeps every owner who wasn’t ready warm until they are.
The owners are selling. The question is who they call.
Nearly six in ten owners bringing companies to market right now are Baby Boomers. That wave is real and it’s still building. But those owners don’t shop around. They call whoever their CPA happens to know.
The firm with a direct, confidential line to owners takes the conversation first. Every month your firm doesn’t have this system, those conversations are happening. Just not with you.
The 90-Day Pilot. Built, launched, optimised.
Build
Strategy session mapping your firm, your mandate and your ideal deal profile. Deep research into your market, built on your data. Film scripted and produced. Page designed and built. Email sequences, tracking and booking flow. A full creative suite built for structured testing. Every asset approved by your firm before anything goes live.
Launch
Campaigns live across Meta and Google. $5K of ad spend deployed against your target market. Weekly iteration on live data. First owner conversations booked.
Optimise
Winning ads scaled, losers cut. Targeting and qualification refined. Cost per qualified conversation driven down. Pipeline review and 12-month scale plan.
You end the pilot knowing your cost per qualified deal conversation.
That’s the number. What it costs your firm to put one owner who fits your mandate on a partner’s calendar.
You know what a signed mandate is worth to your firm. We don’t need to do that math for you. Once you know what a conversation costs, you know exactly what this system is worth, and exactly how far to scale it.
The playbook is proven. The system is yours alone.
Every stage is there because it works: film, page, ads, follow-up, booking. Everything inside those stages is built for your firm alone. The film is scripted in your partners’ voice. The page is written for your mandate. The ads speak to the sector, the deal size and the geography you actually want.
Nothing is templated. Nothing is recycled. The pilot proves it on your mandate, in your sector, at your deal size.
Built to make ad spend turn into booked deals.
I was trained to build and manage marketing funnels at MVF Global, one of the world’s leading customer generation agencies, managing seven-figure monthly ad spend. I applied those methods at Savills and Checkout.com, where I saw something that stuck with me: companies spending millions on advertising without a reliable system for winning new clients.
Clearscope builds one thing: complete deal origination systems for advisory firms. We handle everything. Strategy, film, page, ads, emails, automations. One team, one system, one number on the dashboard.
Before you book
You can. A good one costs $200K+ a year before they’ve won a single mandate, and most imported Rolodexes don’t transfer. The ones who succeed usually need a system behind them anyway. The pilot costs a fraction of one BD hire and builds the asset your firm keeps either way.
Cold outreach into founder-owners typically gets a response from fewer than one in a hundred. This is the opposite motion. We don’t chase owners. Owners who are already thinking about a sale see your firm, watch your film, and book the call themselves. Different mechanism, different result.
No, and this matters. Everything runs quietly and confidentially under your firm’s name, in the register your market expects. No “cash for your business.” No down-market look. An owner’s first impression is a calm, private, professional page. Most of your competitors will never see the campaign at all. Owners in your target market will.
Yes. The build is compliance-aware: your designated principal reviews and approves every owner-facing asset before launch, and the workflow is built around that approval step. If you operate under the M&A broker exemption, the process is simpler still. We cover this in the audit.
Here’s the honest sequence. Month one is the build. Owner conversations start in month two. Mandates come from those conversations on your normal engagement timeline, and you know your deal cycle better than anyone. What the pilot proves in 90 days is the number that matters: what a qualified owner conversation costs. Mandates and fees follow from there.
$40,000 over 90 days. $10K in month one for the full build, then $15K in months two and three, which includes $5K of ad spend each month. Everything listed on this page is included. No long-term contract. You keep every asset.
We do deep research on your firm, your mandate and your market before you commit to anything. Then we present a specific plan: offer, angles, targeting, economics. You decide if the pilot makes sense. If it doesn’t, you keep the research.
Your next mandate shouldn’t depend on who calls your CPA first.
The audit is free. We do the work first, so the decision you make is on a specific plan, not a promise.
Apply for Your Complimentary Dealflow Audit