Guides & playbooks

Practical answers on reaching owners and decision-makers: real estate recruiting, PE deal sourcing, buying trucking companies, and more.

How to recruit real estate agents at scale (U.S.)

To recruit real estate agents at scale you reach producing, licensed agents directly, on the channel they actually resp…

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How private equity firms source off-market acquisitions

PE firms and roll-ups source off-market deals by reaching business owners directly, most small and mid-sized owners are…

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How to find trucking companies and owner-operators to acquire

To find trucking companies to acquire, reach carrier owners and owner-operators directly, there are over a million sing…

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How to reach business owners who aren't on LinkedIn

To reach business owners who aren't on LinkedIn, trades, transport, local services, healthcare practice owners, you co…

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How to sell to HVAC contractors and book demos

To sell to HVAC contractors, reach the business owner directly, they decide on software, equipment and suppliers, and a…

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How DSOs and investors acquire dental practices

DSOs and dental investors acquire practices by reaching practice owners directly, most aren't publicly for sale and won…

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How to recruit mortgage loan officers

To recruit mortgage loan officers, reach producing LOs directly and book recruiting conversations with those open to a m…

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How RIAs and broker-dealers recruit financial advisors

RIAs and broker-dealers recruit advisors by reaching them directly, an advisor's direct line is rarely public and they …

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How to sell aesthetic equipment to med spas

To sell aesthetic devices to med spas, reach the owner who signs off on five- and six-figure equipment, med spa owners …

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How veterinary groups acquire clinics

Veterinary groups acquire clinics by reaching practice owners directly, clinics aren't publicly for sale and clinicians…

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