Signals & scoring
How We Identify Which Owners to Call
Before we call a single business owner on your behalf, every target is scored against 100+ signals across two dimensions. Only owners who clear both thresholds make the call list.
Exit Readiness
How likely the owner is to sell in the next 1-2 years- Owner engagement and succession posture
- Signs of operational or personal transition
- Changes in structure, focus, or momentum
- Patterns historically linked to upcoming exits
Business Health
Quality worth listing- Consistency and direction of growth
- Strength of the operating footprint
- Customer stability and reputation
- Signals of professional, well-run operations
Signal sources
100+ signals across public data sourcesLicensing boards · Registries · Corporate filings
Reviews · Complaints · Sentiment direction
UCC filings · Liens · Tax notices
Hiring velocity · Job boards · Recruiter patterns
Ownership changes · Agent updates · Domain drift
Footprint changes · Permits · New locations
Scoring policy
Scores range 1–100, refreshed weekly with sensitivity bands. Negative and positive signals are balanced to keep healthy-but-ready targets surfaced.
Delivery format
PDF snapshots for leadership, CSV for outreach systems, and webhook options for internal routing.
Exclusivity lock
We do not work with competing brokers in the same vertical. Your targets are yours alone.
Want to see which owners we would call in your market?
Book a strategy call and we will walk you through the scoring criteria and who is on the current call list in your vertical.