Pipeline Mastery Using HubSpot or Excel:

Learn to leverage HubSpot for managing both off-market and on-market leads.
Explore the intricacies of importing, validating, and tracking leads using our customized Excel templates, which can work independently of HubSpot. 

Real-World Challenges and Solutions:

Tackle common deal sourcing hurdles such as insufficient deal volume, slow broker responses, and evaluating deals financially.
Dive into aggressive multi-platform engagement tactics, effective positioning as a serious buyer, and financial assessment strategies to ensure deal feasibility. 

Hands-On Demonstrations:

Using the Pipeline Tracker: Gain practical insights on tracking deal progress from initial contact to closure, using the robust Pipeline Tracker.
Benchmarking Success: Understand how to use AcquiMatch’s Benchmark data to evaluate your deal sourcing efforts.
Efficiency: Discuss how to optimize your time and approach to sourcing, whether it’s scheduling dedicated sourcing sessions, improving your communication with brokers, or ensuring your deal criteria are tailored to your strengths and market demands. 

What You’ll Leave With:

Custom templates and practical tools to enhance your deal sourcing efforts.
Strategies to effectively manage and escalate your deal pipeline in challenging markets. Insights into optimizing broker interactions and negotiations for better deal outcomes. 

Aspiring entrepreneurs seeking to buy their first business

Experienced buyers looking to improve their deal review process

Anyone interested in optimizing their SMB acquisition strategy