Hello Freedom Seekers!

Wanted to do a quick write up on a topic that feels to be gaining a lot of attention at the moment: deal sourcing. Specifically, off-market leads. It feels like this is the sexy thing at the moment. Skip the brokers, skip the processes and try to create a reverse auction dynamic via a proprietary, bilateral process.

A buddy and I have even been testing an AI-driven solution…think

  1. Filtering on indicative data that an owner would be ready to sell (e.g., certain age, # of years in business, no next-generation family members present in biz, etc.) and then…

  2. Qualifying leads & booking real meetings via a trained voice agent

However the more I’ve been thinking & based on my experience, I believe there’s an even better, more capital-efficient & win-win solution out there that is truly “tribal / inner circle” knowledge. And no, you don’t need to comment CLAUDE anywhere for it. Let’s dive in.

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