Case Studies / Florida Trades — Listings Update
Live Case Study • Update Florida trades • 3 months of outreach

17 owner meetings.
3 months of outreach.
The first two are already headed to market.

The same certified M&A advisor from our month-1 case study kept working with Acquisition Edge. Three months of outreach later, real meetings are turning into real movement toward a transaction: 2 owners are now in active listing preparation, and a third is in active valuation.

17

Qualified owner meetings
booked in 3 months

88%

Meeting show rate across
the full sample

2

Businesses in active
listing preparation

1

Business in active
valuation (BOV)

$43.1M

Combined revenue of
businesses in the pipeline

$2.5M

Average revenue per
business, full pipeline

7 wks

Fastest: first call to
active listing prep

82%

Completed meetings still
active in the pipeline

$4M business

~7 weeks

From first call to active listing preparation. No prior relationship with the advisor before Acquisition Edge made the introduction.

$1.5M business

~15 weeks

From first call to active listing preparation. Financials submitted, data room open, valuation underway.

$800K business

Days

From first call to the advisor opening an active broker opinion of value (BOV) — the fastest move into the pipeline yet.

82% of completed meetings are still an active relationship in the advisor's pipeline.

Active listing preparation 12% • 2 of 17
Active valuation (BOV) 6% • 1 of 17
Relationship building / 1–3 year horizon 59% • 10 of 17
Family / employee succession, re-engage if it falls through 6% • 1 of 17
Not a fit at this time 6% • 1 of 17
No-show / cancelled 12% • 2 of 17

Note on methodology: "Active listing preparation" and "active valuation" describe advisor-confirmed pipeline stages — financials shared, a data room opened, or a broker opinion of value underway. Neither is a closed transaction or a guaranteed outcome; a listing agreement or a sale can still fall through for reasons outside outreach (financing, diligence, owner cold feet). "Relationship building" meetings include owners on a 1–3 year transition horizon, several with a specific disqualifying factor the advisor is working through (customer concentration, unclean books, new-construction-only revenue). All figures exclude one meeting the advisor took as a known exception outside normal qualification criteria.

Every month of outreach has produced a business now moving toward a transaction.

Now in listing prep / valuation Other completed meetings
6 meetings
1
5
Month 1
5 meetings
1
4
Month 2
6 meetings
1
5
Month 3

Total meetings booked per month of outreach; the highlighted segment is the count from that month now in active listing preparation or valuation. Deal outcomes are attributed to the month of first contact. Bar height scaled to the highest-volume month.

Two listing-track deals already justify 3 months of outreach.

What compounds over time

The pipeline doesn't reset each month — owners who weren't ready in month 1 are still in the relationship
10 of 17 completed meetings are on a 1–3 year horizon — future listing prep, not dead ends
Every month of outreach so far has produced a new business moving toward a transaction

What one signed listing is worth

Avg. revenue, listing-track businesses $2.75M
Typical Main Street broker fee (10%) ~$275K
From 2 businesses currently in prep Up to $550K in fees, if both list and close

Risk reversal

No retainer, no minimum

Pay per attended meeting and a fee on any signed listing agreement from that pipeline. No cost if a meeting doesn't meet agreed criteria — it gets replaced free.

Price never changes

What you pay per meeting during the pilot is what you pay after. Commitment can change later. Price doesn't.

This is the same advisor relationship as our first case study. See how it started:

Read Month 1: 7 Meetings, 100% Show Rate

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