Live Case Study Florida • Plumbing / Electrical • May–June 2026

7 attended meetings.
Month 1.
Every owner showed up.

A certified M&A advisor specializing in Florida home services trades engaged Acquisition Edge for done-for-you owner outreach. In month 1, we identified, contacted, qualified, and delivered 7 attended meetings with confirmed business owners. All with $1M+ in annual revenue. All expecting the call.

7

Attended meetings
in month 1

100%

Meeting show rate.
Every owner appeared.

100%

Confirmed owner
or decision-maker

63 yo

Average owner age
(range: 56–76)

$14.6M

Combined business revenue
added to the pipeline

$2.1M

Average annual revenue
(range: $1M–$5M)

39.6 yrs

Average years in
business (range: 25–50)

~2 wks

Average: first call
to attended meeting

Brokers typically spend 6–18 months cultivating an owner relationship before they'll take a meeting.

We do it in 2 weeks.

The owner is expecting the call, the framing is right, and we've already qualified them before the introduction. You show up to a conversation with a $1M+ owner who has been thinking about this, not a cold prospect who doesn't know why you're calling.

We identify owners using licensed contractor data, not generic contact lists

We reach the owner's personal cell, confirmed through enrichment, not the business line

We qualify on revenue, interest, and timing before the introduction, so the broker's first call is a warm conversation, not a cold pitch

The owner is scheduled, briefed, and expecting the advisor's call

100% of meetings produced an active owner relationship.

Not a single conversation was a dead end. Every owner is somewhere in the advisor's pipeline.

Listing preparation 29%

2 of 7 owners are actively working toward a listing within 30 days of first contact. Both have shared financial documentation and are engaged in valuation discussions.

Secure data room set up, financials submitted
Valuation in progress
Listing anticipated
Likely 5-year sellers 43%

3 of 7 owners are actively building a relationship with the advisor and are on a 1–5 year transition horizon. In-person meetings are being arranged; these are high-probability future listings.

Met with advisor, expressed genuine interest
In-person follow-up meetings being scheduled
Added to newsletter and nurture sequence
Family / employee plan 29%

2 of 7 owners currently plan to transfer the business to a family member or key employee. Internal succession plans in this segment fail at a high rate. Both owners will re-engage the advisor if the internal plan falls through.

On advisor newsletter for long-term re-engagement
Known SBA / financing qualification risk
Committed to contact the advisor if plan changes

Note on methodology: Internal succession plans (family transfer, employee buyout via SBA) fail to close at a high rate. Loan qualification, family dynamics, and pricing expectations are the most common failure points. These owners already have a relationship with the advisor and have agreed to re-engage if needed. They represent meaningful long-term pipeline value without additional outreach cost.

The exact profile brokers spend years trying to find.

Owner profile, all 7 meetings

Average owner age 63 years

Range: 56–76 years

Average years in business 39.6 years

Range: 25–50 years

Average annual revenue $2.1M

Range: $1M–$5M, all above advisor threshold

Confirmed owner / decision-maker 100%
Open to transition discussion 100%

Verticals covered

Plumbing
5 meetings
Electrical
2 meetings

All 7 owners sourced from Florida state licensing databases, not from general business directories or list vendors. Each was enriched with personal contact information before outreach.

How Acquisition Edge gets from database to attended meeting.

1

Research & Score

We scrape and score Florida licensed contractors using signals from state registries, BBB, Google, licensing data, and corporate filings.

2

Enrich

Top-ranked companies go through personal contact enrichment. We surface the owner's personal cell and email, not the business line.

3

Call & Qualify

Our calling team reaches the owner directly, confirms they are the decision-maker, qualifies on revenue and transition interest, and handles objections.

4

Schedule

We book a specific date and time on the advisor's calendar. The owner receives a calendar invite and knows who they're speaking with and why.

5

Hand off

The advisor receives full owner context before the meeting: revenue, situation, what resonated, and the reason they agreed to take the call.

One closed deal covers the cost. Every additional deal is pure margin.

What you get

5–7 attended meetings per month in plumbing / electrical
$1M+ revenue, confirmed owner, pre-qualified on interest
Owner is expecting your call, not a cold introduction
Full owner context delivered before each meeting

Typical broker economics

Average deal value (from this pipeline) $1M–$2M
Broker fee at 10% $100K–$200K
Annual cost at 6 meetings/month ~$66K
Net gain from 1 closed deal $34K–$134K

Risk reversal

Pilot: 3 meetings, no cost

Qualified brokers get 3 attended meetings at zero cost. Deliver and billing starts. Don't deliver and you owe nothing.

Ongoing guarantee

4 attended meetings per month in plumbing or electrical. Miss the floor and month 2 retainer is free.

Interested in a pipeline like this?

We work with a small number of Florida business brokers and M&A advisors. If you have closed trades deals in the $1M–$5M range and want a consistent pipeline of pre-qualified owner conversations, let's talk.

Schedule a call