YouTube script — The Largest Wealth Transfer in History Just Started (and nobody realises)
Acquisitions version. Same shape and, where it fits, the same words as the AI-agency video Moran pasted (27 Oct 2026). Leads into the webinar "The Deal Maker's Seat — How to build an AI-powered business acquisition advisory practice" (advisors-webinar-deck.md, S1).
Rules used: only numbers that are already on advisors.acquisitions.com/programs or in Moran's bio. No advisor income promised to the viewer, no "first month", no Naval line. Advisor stories used are the three on the programs page (Marc, Dustin, Per-Olov).
All six pillars from /programs are in it: 1 Practice built (2:45), 2 Getting clients (11:00 + 14:45), 3 Sales training (15:45), 4 Delivery + paid three times (4:30–11:45), 5 Sell-side (16:30), 6 Roll-up sponsorship (16:30). [Brackets] = what to show on screen or what only Moran can fill in. Lines marked [check] are public statistics — check the source before recording.
Title options: 1. The Largest Wealth Transfer in History Just Started (and nobody realises) 2. The Biggest Wealth Transfer in History Isn't Houses. It's Businesses. 3. Boomers Are Selling 10 Million Businesses. Here's How to Get Paid on Every Deal.
Length: about 18–20 minutes.
0:00 — Hook (his words, nearly word for word)
The biggest wealth transfer in history is happening right now, and no, I'm not talking about what most YouTube videos cover, which is that boomers are getting old and selling their houses, and it's a big wealth transfer. I'm talking about people who are ready to pass their businesses to others who will keep them alive. And anyone can become that person.
AI has helped people build businesses to the point that every part of this market seems to be saturated, but there's still a piece that people are ignoring, because they assume the money's in starting tech and digital businesses. So now, there's a new market inside the AI market, and it's wide open: owners who know it's time to sell, buyers who want to buy, and almost nobody standing in the middle to get the deal done. And that's the gap that you can fill without being a finance nerd.
So in this video, I'm going to show you why this is happening and how to take advantage of it. Let's get into it.
0:45 — Why nobody sees it
Okay, so first, let me tell you why most people do not realize that this is even happening right now. Almost everyone trying to make money with AI right now is starting something from zero. They're building agents, apps, faceless channels, online stores, for a market that's already crowded with people doing the exact same thing. And they're too focused on the new and shiny stuff that they think that's the only thing worth pursuing. But there's an immense amount of wealth in the other part of the market that they're almost all ignoring.
If you just look at the businesses that you've known your entire life — the HVAC company, the plumber, the accounting firm, the landscaping company, the dental lab — almost all of them have been running for years and decades. And in those 20 to 30 years, they've stacked up a ton of value. But now there's something coming for every one of those owners that they can't avoid, and they know it: they're getting older, and somebody has to take the business next.
[check] Roughly half of US small businesses with employees are owned by people 55 and older, and most of them have no written exit plan.
Try and ask your mom or dad what happens to their business when they stop. Most don't have an answer, right? Because their kids don't want it, they're already working 60 hours a week on the business, and they've never sold anything bigger than a car.
[check] And here's the part nobody talks about: most businesses that go up for sale never sell. Not because they're bad businesses. Because nobody ever shows up with a buyer, a bank and a plan.
This is the part of the market that's very capital rich and very deal poor. On one side, owners sitting on businesses worth one, two, five million dollars. On the other side, people with savings, a bank willing to lend them most of the price, and no idea how to find a business or get a deal to closing. And they're both willing to pay someone to make it happen. That's where someone like you comes in. You can be the person who walks the buyer to the owner and gets the deal done.
2:00 — Proof + why I'm sharing it
So, this is the exact system we run at Acquisitions.com, and the reason I'm giving this away for you to copy is because I'm building deal makers in every state under our roof, so I can focus on the back end: advising and investing in AI-powered roll-ups.
[SHOW: your real screens here, the way he shows his payment processor. Options: the deals wall; a closed deal; the YAAR platform Deals page with real listings and NDAs coming in. Only show what you're happy to show publicly.]
As you can see, over the years we've been involved in over a billion dollars in transactions, over 100 acquisitions in five years, and more than 800 entrepreneurs. One roll-up went from zero to $200 million a year in under two years.
[YOUR STORY, 30 seconds, in your words — the moment you realised what he realised with the valuation. Suggested shape: "And what I realised is that every single buyer needed the same thing: somebody next to them who finds the business and walks the deal to closing. Almost nobody sits in that seat. So instead of chasing every deal myself, I built the seat so other people could sit in it."]
Hey, my name is Moran Pober. The reason I'm doing this is because I want more of you to become Acquisitions Mensches — advisors — because I'm now focused on roll-ups. Like the roll-up we're working on right now in the car dealership space: $100 million in revenue already in the pipeline, and it came from my work and my networks. I want to give you everything I know about how to find those deals, get those deals, negotiate those deals and make money on those deals, so we can do more of those $100 million roll-ups together, as my partners — my sponsor partners. You just help find more deals and convert more deals, and I bring everything else: the investors, the capital, the legal, all of that, the know-how, the experience.
So, if you're serious about building a business like this, you can apply to work directly with us through the link below. We'll have a one-on-one conversation where we'll see if you're a good fit. If not, no big deal. If so, we'll outline exactly what that looks like. And regardless, I'll keep giving you the free value either way.
These owners and these buyers are ready to pay to get this done. So now you have to know how to do it. Thankfully, this is a lot easier than you think.
2:45 — Before anything: the practice (Pillar 1)
Now, most people who want to do this lose the first six months before they ever talk to a buyer. They're figuring out an entity, a lawyer, a website nobody visits, GoHighLevel at midnight on YouTube, an email under a brand nobody's heard of. And then a buyer asks, "who are you?" — and they've got zero track record to point to. Most people quit right there, before a single call.
Or they pay a franchise $50,000 to $120,000 just to open the door, and royalties for life.
What we do instead: your practice is built for you, under the Acquisitions.com name. The funnel, the calendar, the CRM, your own @acquisitions.com email, your own advisor page with your photo and a booking button, the client agreement, the word-for-word call script. Live in 7 to 14 days. And one advisor per territory — when a zip code is taken, it's closed.
[SHOW: an advisor page on acquisitions.com + the territory checker.]
3:15 — The bucket (his metaphor, turned into a deal)
All you need to really do is think of a deal like it's a bucket full of water. The only caveat to that is that the bucket has a bunch of holes in it, and the water's coming out. The water is the deal. It's the buyer's chance to own the business, and the owner's chance to get paid for 30 years of work.
And with the holes they have in the bucket right now, deals are dying every single day. The buyer never finds the right business. The broker never writes back. Nobody signs the NDA. The numbers don't add up. The bank says no. The offer's wrong. And the deal just leaks out.
Now, most people who try to get into acquisitions think they need to plug one hole. They'll just search listings, or they'll just be a broker, or they'll just do the financials. But you're just plugging one hole in the bucket. The water is still leaking, and the deal is still dying. And because you only saved a little bit of the deal, you only get paid a little bit, or you don't get paid at all, because the deal never closed.
But when you take all of those pieces and connect them into one system, something completely different, you're plugging every hole instead of just one. So the bucket actually holds water now, and the deal actually closes. And that's why you get paid at every step instead of only at the end.
So you can think of each part of the system like an AI employee working 24/7 for you and your buyer, and each employee has their own job that they specialize in, but they work together as a team to get the deal closed. So I'm about to break down exactly which employees you need on your team.
4:30 — Employee 1: The deal finder
The first hire is the deal finder. There are thousands of businesses for sale across BizBuySell, BizQuest, Sunbelt, LINK, broker websites — every day, new ones go up and old ones go off. A human can't read all of that. A buyer with a full-time job definitely can't.
So what the deal finder does is read the marketplaces every day and only pull the businesses that fit your buyer's buy box: the industry, the state, the price, the cash flow. And it ignores everything else. A listing only counts if it actually says what it is — not just a keyword buried somewhere in the description.
[SHOW: Review page — the buy box as the first row, each deal with ✓ / ✕ against it.]
5:30 — Employee 2: The outreach specialist
AI employee number two is the outreach specialist. Every one of those listings has a broker behind it, and the first thing you have to do is reach out and say "my buyer is interested." And here's what happens to most buyers: they send five enquiries, hear nothing back, and give up.
So what the outreach specialist does is send the enquiry through the marketplace's own form, for every business that fits, and then follow up on day two and day five. Because when we looked at our own numbers, 26 out of 27 broker replies came to the first enquiry. So it's not about spamming people. It's about showing up first on every deal that fits.
[SHOW: Deals page, a deal's timeline — enquiry sent, follow-up, broker replied.]
6:45 — Employee 3: The NDA and CIM chaser
The next AI employee is the NDA and CIM chaser. When a broker likes your buyer, they send an NDA. Then once it's signed, they send the CIM — the confidential information memorandum, the real numbers. Most deals die right here, in the paperwork, because nobody signs the NDA for a week and nobody chases the CIM.
So this employee signs the standard NDAs on the known platforms the same day, never invents a single figure, sends anything unusual to a person, and then chases the CIM every few days — but only when the broker has gone quiet. If the broker wrote last, it doesn't send anything; it tells you to read the reply. That way it never looks like a bot.
[SHOW: a signed NDA + a CIM arriving in the inbox.]
8:00 — Employee 4: The analyst
Number four is the analyst. A CIM comes in at 60 pages. The buyer doesn't know what SDE means, what the add-backs are, or whether the bank will even lend on it.
So what the analyst does is read the CIM, pull out the real numbers, and check them: revenue, cash flow, the add-backs, how much debt the business can carry, and whether the payment to the bank still leaves the buyer money to live on. And for bigger deals, the bank now requires a quality-of-earnings report anyway [check: SBA SOP 50 10 8.1, change-of-ownership loans $3M+], so you want those numbers to hold up from the start.
[SHOW: a deal's analysis page — DSCR, the numbers from the CIM.]
9:15 — Employee 5: The offer writer
Number five is the offer writer. Most first-time buyers either offer too much because they're scared to lose it, or offer something insulting and the broker stops answering.
So this employee drafts the offer — the price, the structure, the seller note, the bank piece — based on the analysis, so the buyer walks in with a real number and a reason for it. Then a person reviews it, because this is the part where judgment matters, and the buyer signs it.
[SHOW: the offer page + share-for-signature.]
10:15 — Employee 6: The lender matchmaker
Number six is the lender matchmaker. You could do everything right — find the business, get the CIM, make the offer, get it accepted — and the deal still dies because the bank says no. And most buyers go to their local bank, which doesn't do SBA acquisition loans, and they think it's over.
So this is the step where we take the deal to SBA lenders who actually do this every day, with the package already built: the analysis, the proof of funds, the buyer's profile. And the bank is one of the three places you get paid, which I'll get to in a second.
11:00 — Employee 7: The marketing director
And the last employee is the marketing director. Because none of this works without buyers. Most people who want to be in this business think they'll find buyers by cold-calling or posting on LinkedIn once a week.
So what the marketing director does is run the ads that bring buyers to you — people who already decided they want to buy a business and are looking for somebody to help them. And this is the one employee you don't pay for: our in-house team runs the ads, and we pay for them. When someone books, it lands on your phone and your calendar — name, budget, what they want to buy — and it reminds them and makes sure they actually show up.
[SHOW: the "NEW BOOKED CALL" notification + the booked calendar from /programs.]
11:45 — How you get paid (replaces his client-results section)
So here's why this is different from anything else you could do with AI. You don't get paid once. You get paid at three points on the same client:
- When the buyer signs with you — a $10,000 retainer.
- When the deal closes — a $10,000 success fee.
- When the bank funds it — a referral fee at loan closing.
One client, three paychecks. And you keep 100% of it — no franchise fee, no royalty, no revenue share. Clients pay you directly. [SHOW: the "One client, in numbers" block from /programs: $10,000 retainer, 30-minute call, about 1 hour a week of delivery per client, 100% yours.]
[PROOF — the advisor stories already on /programs: - Marc: "from feeling like a fraud to a $150K a month run rate" — his calls came booked, he used our script. - Dustin: first client said yes on the first call — a retainer up front plus a percentage of every deal. Plus the buyers your team helped close: Mark $5M, Jared $8M, Ken $900K, Tyler 10 companies.]
13:00 — Who to go after (his "master key client", turned into acquisitions)
So you can copy this system and go find buyers anywhere, but the amount of money you make will completely depend on who you work with.
Most people will scrape thousands and thousands of names and send them all the exact same AI-generated message, which does not work. Three months of work for three conversations is insane. And even if you do sign one, you have to do it again and again, month over month. It's not a scalable model.
So instead of chasing every random person who says they want to buy a business, go after the people who already have the buyers: the SBA lenders, the CPAs, the wealth managers, the exit planners. Because a banker who does SBA acquisition loans has a whole list of people every month who want to buy a business and don't have one yet. A CPA has clients who just sold something and have cash sitting there. They don't compete with you — they need you, because their client can't borrow or invest until there's a deal.
And so that's why I call them master key clients, because one relationship unlocks every other client you could potentially work with. So you don't need 200 buyers, you just need one banker who knows 200 buyers. And when you send them a clean, closed deal, the whole office hears about it.
[YOUR STORY here if you have one — the way he tells the Jeff / Anytime Fitness story. E.g. how a lender relationship (Byline / Ron) or one client started sending you more. Only a true one; if none, cut this paragraph.]
14:45 — Getting clients (Pillar 2, his ads section)
So let me show you why buyers should come to you rather than you having to chase them down with cold calls and email blasts.
Ads beat cold outreach, because when you're running ads, people are coming to you. They've already decided they want to buy a business, and if the ad speaks directly to that, you only have one hurdle left: convincing them you're the right person to help them do it. Versus cold outreach, where you first have to convince someone they want to buy a business at all.
But here's where most advisory businesses die: they run their own ads with no data and burn $3,000 to $5,000 a month finding out what doesn't work, or they buy leads shared with four other advisors and race them to the phone. That's why we run the ads ourselves, with years of pixel data from this exact offer, and the calls are booked on your calendar under the Acquisitions.com name, so the buyer already trusts the call.
[SHOW: a real ad + the booked-calls calendar. Don't show the money-back guarantee on YouTube — leave that for the call.]
15:45 — Sales training (Pillar 3)
So now you know how to start a business that will thrive on this wealth transfer. But there's something else you need to know before you get a single buyer on a call with you. You need to understand how to actually sell the system I just broke down.
Now, if you've never sold something, this can feel very challenging and might even scare you a little bit. People freeze. They have no answer to "I'll find a business myself" or "$10,000 is a lot," and they drop their price the moment someone hesitates. That's why you get the word-for-word script, the objection playbook, live roleplay, real recorded calls and weekly call reviews. 10% is the minimum we train you to — on 50 booked calls, that's five clients. A good closer does 15 to 20%.
16:30 — Where it goes next (Pillars 5 and 6)
And buy-side is just where you start, because it's the fastest cash flow. Once you've closed deals, two more doors open.
Sell-side: you represent the owner who wants to sell. Bigger deals, up to 10% success fee, paid from the sale — but four to nine months to close, so it unlocks after you have real deal experience. [SHOW: Per-Olov — $5,000 a month plus 5% at closing on a $1M EBITDA business, LOI signed after two other brokers failed for two years.]
And then roll-ups. This is where generational wealth gets built. You bring the deal flow — owners in an industry you already know — and we bring everything else: the investors, the lawyers, the AI across every company, the integration. [SHOW: Jon, car dealerships, a seven-store group over $100M in sales.] By invitation, after your first deals.
17:30 — Close (his words, nearly word for word)
And I used to freeze up on calls as well when I first got started, because it's something I'd never done before. [Replace with your real number of calls if you have it.]
That's exactly what I walk through in The Deal Maker's Seat, our live training on how to build an AI-powered business acquisition advisory practice — the whole model, step by step, start to finish. The link is below. Go check it out before you take a single call, because it will save you a lot of pain and headache, and will actually show you how to get deals closed.
And if you already know this is for you, apply to work with us directly through the link below.
Check it out.
What only Moran can fill in
| Spot | What to put there |
|---|---|
| 2:00 proof screens | Real screens you're OK showing publicly (his video shows his Stripe + a valuation) |
| 2:00 your story | 30 seconds: the moment you saw the deal-maker seat |
| 11:45 proof | Clips of Marc / Dustin from /programs + buyer results |
| 13:00 story | A true "one relationship sent us many" story, or cut it |
| 14:45 ads | Real ad + booked-calls calendar |
| 17:30 | Your real number of sales calls |
Statistics to check before recording
- Share of US employer businesses owned by people 55+ (often cited ~50%).
- Share of listed businesses that never sell (often cited 70–80%).
- SBA SOP 50 10 8.1 QoE requirement — already in
docs/specs/SPEC_QOE_STANDARD.md.
YouTube script 2 — "Here's the Math on Buying a $1.2M Business With 10% Down"
Buyer video, own style. Nothing like the JP Middleton format of video 1: no hype hook, no "AI employees", no list. It's one deal, done slowly on a whiteboard (or a screen-share of a spreadsheet), the way a deal person thinks out loud. Calm, specific and honest about what can go wrong. The viewer leaves knowing how to read any listing, and the call to action is to book a call with our team.
Rules used: the example business is made up and the video says so. The loan numbers are an illustration: [check] the current SBA rate and the equity-injection rule before recording. No promise that the viewer will buy anything.
Title options: 1. Here's the Math on Buying a $1.2M Business With 10% Down 2. I Took One Listing Apart Line by Line. This Is How You Know If a Business Is Worth Buying. 3. You Don't Need $1.2M to Buy a $1.2M Business. You Need This Math.
Length: about 12–14 minutes. Format: you at a whiteboard, or your face in the corner over one spreadsheet that fills in as you talk.
0:00 — Cold open (no intro, straight into the number)
[Whiteboard. Write "$1,200,000" big.]
This is a business for sale. HVAC company, 22 years old, eight employees, owner's 64. Asking $1.2 million.
Most people see that number and close the tab. They think, "I don't have $1.2 million."
You don't need it. Nobody who buys these has it. What you need is to know whether this business can pay for itself. And by the end of this video, you'll be able to look at any listing and know that in about ten minutes.
This business is made up, but every number on this board is the kind of number we see every day. Let's take it apart.
0:45 — Line 1: What is it actually earning?
[Write: "SDE $400,000"]
The listing says "cash flow: $400,000." Brokers usually mean SDE: seller's discretionary earnings. That's profit plus the owner's salary plus anything the owner runs through the business that a new owner wouldn't, like his truck or his phone.
First lesson: that number is the broker's number, not yours. It's a starting point. And the price, $1.2 million, is three times that. Three times is normal for a business this size. If you see eight times on a plumbing company, something's off, or someone's dreaming.
[Write: "Price ÷ SDE = 3.0x"]
2:00 — Line 2: How you actually pay for it
[Draw three boxes: "You 10%", "Bank 90%", "Seller ?"]
Here's the part almost nobody explains. You can buy a business like this with an SBA loan. The bank lends most of the price, and the government guarantees a big piece of it, which is why the bank says yes to a buyer it's never met.
- You put in about 10%: $120,000. [check: the current SBA equity-injection rule, and whether part of it can be a seller note]
- The bank lends the rest: $1,080,000, over 10 years.
- Sometimes the seller carries a piece too, and that's good news: it means he believes the business will keep paying.
So the question isn't "do I have $1.2 million." It's "do I have $120,000, or partners who do, and will the business pay the bank back."
3:30 — Line 3: Will the business pay the bank back?
[Write the payment.]
$1,080,000, 10 years, at about 10.5% [check the current rate]. That's about $14,600 a month, or about $175,000 a year.
[Write: "$400,000 − $175,000 = $225,000"]
The business throws off $400,000. The bank takes $175,000. That leaves $225,000 before taxes, and that's what pays you.
Banks look at this as a ratio: earnings divided by the loan payment. Here that's 2.3. They usually want at least 1.25 [check the lender's own minimum]. So on paper, this deal works.
4:45 — Line 4: The question that kills half of all deals
[Circle the $400,000.]
Now the honest question: is this $400,000 real if the owner leaves?
The SDE includes the owner's salary. If you're going to keep your job and hire a general manager at, say, $100,000, the business is really making $300,000 for you.
[Write: "$300,000 − $175,000 = $125,000. Ratio 1.7."]
Still works. Less exciting. That's what a deal really looks like.
And if the owner is the one who answers every phone call, knows every customer by name and personally does the big jobs, then some of that $400,000 walks out the door with him. This is why you never buy off the listing.
6:00 — What you ask for before you fall in love
[List on the board.]
Before you ever make an offer, you get the CIM, the real file, after you sign an NDA. And you look for five things:
- Three years of tax returns, not just the broker's spreadsheet. Do the returns match the SDE?
- Customer concentration. If one customer is 30% of revenue, you're not buying an HVAC company, you're buying that one customer.
- Who does the work. Are there techs and a dispatcher, or is it the owner and his son?
- The add-backs. Every dollar the owner "adds back" needs a reason you'd believe in court.
- Why he's selling. "Retiring at 64" is the best answer you'll ever hear. "Exploring other opportunities" at 41 is a question.
And for bigger deals, the bank now sends in its own accountants anyway, a quality-of-earnings report [check: SBA SOP 50 10 8.1, change-of-ownership loans of $3M+]. So you want your numbers to hold up from the first look.
8:00 — The part nobody sees: getting the deal at all
[Wipe the board. Write "1 in ___".]
Here's what the videos never tell you. Finding this business is not the hard part. Getting to the table is.
You send an enquiry. The broker gets fifty of those a week. Half of them are tire-kickers. If you don't look like a real buyer, with proof of funds, a clear buy box and a fast NDA, you never hear back.
Then it's the NDA, the CIM, the questions, the offer, the bank, the lawyers, diligence. Every step is a place a deal dies. Most first-time buyers lose their first three deals not because the deals were bad, but because someone else was faster and looked more serious.
[SHOW, optional: your Deals page, blurred — enquiries out, NDAs signed, CIMs in. "This is what a buyer's search looks like when it's run properly."]
9:30 — What I'd do if I were you
[Back to camera, no board.]
If you want to buy a business in the next year, here's the order I'd do it in:
- Write your buy box. The industry, the state, the price range, how much you can put in. One page.
- Talk to an SBA lender before you find the business, not after. Know your number.
- Look at fifty listings and do this math on every one. By the twentieth, you'll do it in your head.
- Make offers. Real ones, with a reason for the number. The first one won't be the one.
- Don't do it alone. Every seller across the table has a broker. You should have someone on your side too.
10:45 — Who we are and the call to action
That last one is what we do at Acquisitions.com. Over a billion dollars in transactions, over a hundred acquisitions in five years. [Your one line: why you do this.] Our team and our AI search the listings for your buy box every day, write to the brokers, get the NDAs signed, read the CIMs and run exactly this math. Then a person sits with you on the offer and takes it to the bank.
[PROOF: buyers your team helped close: Mark $5M, Jared $8M, Ken $900K, Tyler 10 companies. Use what you're allowed to show.]
If you're serious about buying a business, the link below books a call with our team. We'll look at your buy box and your numbers, and tell you honestly whether you're ready. If you're not, we'll tell you what to fix first.
And if you want the spreadsheet I just used [build it, or cut this line], it's in the description. Put any listing in and it does this math for you.
12:00 — Last line
$1.2 million sounded impossible twelve minutes ago. Now it's $120,000, a bank, and five questions. That's the whole game.
Why this is different from video 1
| Video 1 (JP Middleton style) | Video 2 (this one) | |
|---|---|---|
| Who it's for | People who want to become advisors | People who want to buy a business |
| Hook | Big claim ("largest wealth transfer") | One number on a whiteboard |
| Shape | Problem → 7 AI employees → master-key clients | One deal, line by line |
| Proof | Moran's results + advisor stories | The math itself, then buyer results |
| Call to action | Webinar / apply to be an advisor | Book a buyer call |
| Tone | Fast, hype | Slow, calm, teacher |
Check before recording
- The current SBA 7(a) rate for a 10-year loan (10.5% is the example).
- The SBA equity-injection rule (10%) and whether a seller note can count toward it.
- The lender's minimum ratio (1.25 is the common figure).
- The SOP 50 10 8.1 QoE rule ($3M+), already in
docs/specs/SPEC_QOE_STANDARD.md. - The buyer-call link to put in the description.
YouTube script 3: "The Math on One Business-Buying Client (Advisor Version)"
Advisor video in the style of video 2. It uses the same calm whiteboard format, but the math is the advisor's business, not the buyer's deal. Every number comes from advisors.acquisitions.com/programs. The call to action is The Deal Maker's Seat webinar, or applying.
Rules used: typical ranges, not promises, and the video says so out loud. No package price on YouTube; that's for the call. The money-back guarantee is not shown on YouTube. [check] = confirm before recording.
Title options: 1. The Math on One Business-Buying Client 2. One Client, Three Paychecks: The Math Behind an Acquisition Advisory Practice 3. I Did the Math on Becoming a Business Acquisition Advisor. Here It Is.
Length: about 10–12 minutes. Format: you at the whiteboard, same as video 2.
0:00 — Cold open
[Whiteboard. Write "1 client" big.]
This is one client. Someone who wants to buy a business, an HVAC company or an accounting firm, for one to three million dollars, with an SBA loan.
They don't know how to find the business, they don't know what an NDA or a CIM is, and they've never talked to a bank about buying a company.
Somebody gets paid to walk them from "I want to buy a business" to the keys in their hand. In this video, I'm going to do the math on what that somebody earns, what it costs them, and how many hours it takes. On the board, no hype. Let's go.
0:45 — Paycheck 1: when they sign
[Write: "$10,000 retainer — when they sign"]
The buyer signs with you and pays a $10,000 retainer up front, before you've found a single business.
Why would anyone pay that? Because the seller has a broker. The buyer has nobody. They're about to spend a million dollars plus of the bank's money and theirs, and $10,000 for somebody who has done this hundreds of times is cheap insurance.
1:45 — Paycheck 2: when they buy
[Write: "+ success fee at closing — $10,000 on a buy-side deal"]
When the deal closes, you get a success fee: $10,000 on a buy-side deal.
2:15 — Paycheck 3: when the bank funds
[Write: "+ referral fee at loan closing"]
And the bank that lends the money pays a referral fee when the loan closes. [check: say the amount only if you can stand behind one number.]
[Underline all three.] One client, three paychecks: when they sign, when they buy, and when the bank funds.
3:00 — How many clients?
[Wipe the right side. Write "50 calls".]
Now, where do clients come from? Booked calls. Thirty minutes each, with someone who already said what they want to buy and what they can spend.
[Write: "50 × 10% = 5 clients"]
10% is the minimum standard we train people to close at. On 50 calls, that's 5 clients.
[Write: "5 × $10,000 = $50,000 in retainers"]
That's $50,000, from retainers alone.
[Write next to it: "15–20% → $75,000–$100,000"]
A good closer does 15 to 20%. Same 50 calls, $75,000 to $100,000. Same leads. The only difference is how you run the call, which is why the sales training matters more than anything else in this business.
And remember those are only paycheck one. Some of those clients will buy, and each one that does pays the success fee and the bank referral on top. Not all of them, and not in the first month. Deals take time.
5:00 — The timeline nobody tells you
[Draw a line: Month 1 … Month 6.]
So let's be honest about time.
- Weeks 1–2: your practice gets built. Funnel, calendar, email, your page, your script. Live in 7 to 14 days.
- Month 2: retainers. That's when the first clients sign.
- Month 4: deal fees. That's when the first deals close, because finding the right business, the NDA, the CIM, the offer and the bank all take months.
- Later, if you want it: sell-side. You represent owners selling. Bigger fees, up to 10%, but four to nine months per deal.
If someone tells you it pays in week one, they're selling you something else.
6:15 — The hours
[Write: "30 min per call" and "~1 hr / week per client"]
This is the part people don't believe. Each call is 30 minutes. Each client takes about an hour a week of your time once they've signed.
That's because you don't do the grinding yourself. The AI agents search the listings every day and write to the brokers. Your VA runs the outreach and the follow-ups. The deal team does the analysis, the offer and the diligence. You sit in what I call the deal maker's seat: the calls, the judgment and the relationship.
[Write: "9 clients = $90,000 in retainers. ~9 hrs/week of delivery"]
Nine clients is $90,000 in retainers, and about nine hours a week of delivery, plus your sales calls on top.
7:30 — What it costs to do this the other way
[Draw two columns: "Franchise" | "Us".]
Now let's do the other side of the math, because there are franchises in this space.
- Franchise: $49,500 to $120,000 just to open the door. Then 8% of every fee, forever. On that $50,000 of retainers, that's $4,000 gone, every time. Plus forced marketing fees, and you still find your own clients.
- Alone: no franchise fee, but you spend $3,000 to $5,000 a month on ads with no data while you figure out what works, buy leads shared with four other advisors, and have no track record when a buyer asks, "who are you?"
[Write under "Us": "0 franchise fee · 0 royalty · 0 revenue share · ads run and paid by us"]
With us, clients pay you directly and you keep 100%. We run the ads and pay for them, so the calls land on your calendar under the Acquisitions.com name. And one advisor per territory: when a zip code is taken, it's closed.
8:45 — Proof
[Back to camera.]
Here's what it looks like for real people:
- Marc went from feeling like a fraud to a $150,000 a month run rate. His calls came booked, and he used our script. [clip, 6 min on /programs]
- Dustin's first client said yes on the first call: a retainer up front plus a percentage of every deal. [clip]
- Per-Olov, on the sell-side, is getting $5,000 a month plus 5% at closing, on a $1M EBITDA business that two brokers couldn't sell in two years. [clip]
These are their results, not a promise of yours. What you do on the calls decides yours.
9:45 — Who this is for, and who it isn't
It's for you if you're good with people, you can learn a script, you can give it a couple of hours a day next to your job, and you like the idea of being paid for judgment instead of hours.
It's not for you if you want passive income, if you won't take sales calls, or if you need money this month. The retainers start in month two and the deal fees in month four.
10:30 — Call to action
If the math works for you, the full model is in our live training, The Deal Maker's Seat: How to build an AI-powered business acquisition advisory practice. It walks through every step. The link is below.
And if you already know this is you, check whether your territory is still open and apply to talk to us. That's also in the description.
[Last shot: the board, all the numbers on it.]
One client. Three paychecks. About an hour a week. That's the whole business.
Every number on the board, and where it comes from (/programs)
| Number | Source on /programs |
|---|---|
| $10,000 retainer when they sign | Pillar 4 + "One client, in numbers" |
| $10,000 success fee on a buy-side deal | Pillar 4 |
| Referral fee at loan closing (no amount given) | Pillar 4 |
| 30 min per call, about 1 in 10 signs | "One client, in numbers" |
| 10% minimum, good closer 15–20%, 50 calls = $50K vs $100K | Pillar 3 |
| ~1 hr a week of delivery per client | "One client, in numbers" |
| 9 clients = $90,000 in retainers | "One client, in numbers" |
| Live in 7–14 days | Pillar 1 |
| Retainers month 2, deal fees month 4 | Pillar 4 outcome |
| Sell-side up to 10%, 4–9 months | Pillar 5 |
| Franchise $49,500–$120,000, 8% royalty | Pillars 1 + 4, "Don't do this" |
| Own ads $3,000–$5,000/month, shared leads | Pillar 2, "Don't do this" |
| Marc, Dustin, Per-Olov | Advisor stories on /programs |
Check before recording
- The bank referral amount: the page gives no number. Say none, or confirm one.
- That you're happy saying "8% royalty" about franchises in general, with no name.
- The territory-checker link and the webinar link for the description.
YouTube script 4: Why Business Brokers Don't Want You to Know About This $30,000 Job
The Acquisitions Mensch, full length (~30 minutes, like Alexis Mai's video). One idea: $10,000 up front when a buyer signs, $20,000 more when the deal closes, and AI plus your VA do the work. Built only from advisors.acquisitions.com/programs. Her section order is kept, and each of her sections is as deep as hers.
Mensch (Yiddish): a good, honest person you can trust. That's the job: the one person on the buyer's side.
Why brokers are the angle: it hits our ICP best (realtors, loan officers, accountants, sales people, ex-corporate 40–60-year-olds) and it's true. The broker is paid by the seller, so the buyer walks in alone.
Title options: 1. Why Business Brokers Don't Want You to Know About This $30,000 Job ← recommended 2. The $10,000 Job Wall Street Kept to Itself 3. Your Boss Doesn't Want You to Know This Job Pays $10,000 Up Front
Backup "they don't want you to know" angles for thumbnail tests: banks ("banks pay people to bring them buyers"), private equity ("they've done this for 40 years — now you can without a fund"), your boss ("you already do this job for free").
About 4,500 spoken words, roughly 30 minutes. Timestamps assume ~150 words a minute.
0:00 — Hook
There's a job right now that pays $10,000 up front, before you've done any work, and $20,000 more when the deal closes. And business brokers really don't want you to know it exists.
Here's why. When someone sells a business, the broker works for the seller. The broker gets paid by the seller, up to 10% of the price. And the buyer, the person putting their savings, their house and a bank loan on the line, walks into the biggest purchase of their life with nobody on their side.
For years, the only people who sat on the buyer's side were bankers and private equity firms in suits, and they don't pick up the phone for a $2 million plumbing company. So millions of regular buyers are on their own. That's the seat I want to show you.
If you're a realtor, a loan officer, an accountant, in sales, or you've spent twenty years making money for somebody else's company, you're already doing half of this job. You're just not getting paid for it.
I call it the Acquisitions Mensch. Mensch is the Yiddish word for a good, honest person, someone you can trust. And that's exactly the job: being the one person on the buyer's side.
My name is Moran Pober. I'm the founder of Acquisitions.com. We've been involved in over a billion dollars in transactions and over 100 acquisitions in five years, we've worked with more than 800 entrepreneurs, and one roll-up we helped build went from zero to $200 million a year in under two years.
In this video I'm going to go through what the job is, why it pays this well, why it's been kept quiet for so long, who actually does the work, and the real steps to get started, including exactly what to say on your first call. Let's get into it.
1:45 — What the job is
This job is called acquisition advisor. I call the good ones Acquisitions Mensches. You take calls with people who want to buy a business, and every time one of them signs with you, you get paid.
So how does this work? Right now there are thousands of people who want to buy a business. Not start one. Buy one that already works: an HVAC company that's been running for twenty years, an accounting firm, a landscaping company, a plumbing business with eight trucks.
Who are these people? Usually somebody in their forties or fifties who has done well in a job, saved some money, and is tired of building someone else's dream. Or someone who just sold something and has cash sitting there. Or two partners who want to own something together.
They have savings. There's a bank willing to lend them most of the price, through what's called an SBA loan. And they have no idea how to find the right business, what to offer, how to read the numbers, or how to get a deal to closing.
On the other side of the table is the seller, and the seller has a broker. The broker's job is to get the highest price for the seller. That's what they're paid for. So the buyer is negotiating the biggest purchase of their life against a professional, alone.
And the broker likes it that way. A buyer with no one on their side pays more, asks fewer questions and closes faster.
The Acquisitions Mensch is the person who sits on the buyer's side, from "I want to buy a business" to the day they get the keys.
3:30 — What a Mensch actually does, day to day
So here's what you actually do.
As a Mensch, you set your own availability and your own calendar. When you're available to take calls, buyers book a 30-minute call on your calendar. You don't find them. We run the ads, and we pay for them. When someone books, it lands on your phone and on your calendar.
[SHOW: the "NEW BOOKED CALL" notification from /programs.]
Here's what that looks like. "New booked call. Wants to buy an HVAC or plumbing company. Budget: $1 million to $3 million, SBA pre-qualified. Has a business partner, both on the call. Best time: Tuesday 2 PM. Booked on your calendar: yes."
So you already know who they are, what they want to buy and what they can spend before you say hello.
You jump on a phone call or a Zoom call. You answer their questions, find out what they want to own and why, and decide whether it's a good fit. You explain how it works: we find the businesses, we deal with the brokers, the NDAs and the numbers, and we take it to the bank. Once there's total clarity on why this person wants to get started, you send them a one-page agreement and the $10,000 retainer.
And then the work starts, but it's mostly not your work. I'll show you who does it in a minute.
[SHOW: the booked calendar from /programs: a month of 30-minute calls.]
Now, what's so great about this role specifically is that you never have to find customers. You're not cold calling, not posting on LinkedIn every day, not buying lead lists. They're coming to you and booking a call. They just need clarity on whether this is right for them, and somebody they trust to walk them through it.
5:30 — How you get paid
So let's talk about the money, because this is where it gets interesting.
[Whiteboard: three lines.]
- $10,000 up front, when the buyer signs with you. That's before you've found them a single business. They're paying for you to be on their side.
- $10,000 success fee when the deal closes.
- $10,000 from the bank when the loan funds. Banks pay a referral fee for bringing them a buyer with a real deal. [check: /programs says "a referral fee at loan closing" with no amount. Confirm $10K and add it to the page.]
[Underline: "$10K up front + $20K on success = $30K per client"]
So that's $10,000 up front and $20,000 more when the deal closes. One client, $30,000.
And here's the part that matters: it's yours. It's not a commission off someone else's sale where the company keeps 90%. The client pays you directly, and you keep 100%. No franchise fee, no royalty, no revenue share.
Why does that matter? Because there are franchises in this space. They charge $49,500 to $120,000 just to open the door. Then they take 8% of every fee you ever make, forever. Then they add forced marketing fees on top. And most of them still expect you to find your own clients.
7:00 — The math
Now let me give you some conservative math. Say you're brand new, a complete beginner. You've never sold anything.
We train everyone to a minimum of 10%: one in every ten booked calls signs.
[Write: "20 calls × 10% = 2 clients = $20,000 up front"]
Say you get twenty calls in a month. At 10%, that's two clients: $20,000 up front. [check: use the real number of booked calls each package gets per month.]
[Write: "50 calls × 10% = 5 clients = $50,000 up front"]
Fifty calls at 10% is five clients: $50,000 up front.
[Write: "50 calls × 15–20% = $75,000–$100,000"]
Now, a good closer doesn't do 10%. A good closer does 15 to 20%. On the same fifty calls, that's $75,000 to $100,000. Same leads, same calls. The only difference is how you run the call, which is why I'll spend a big part of this video on exactly that.
And that's only the up-front money. Every client whose deal closes pays $20,000 more. Not every client will buy, and not in the first month, because finding the right business and getting a bank to fund it takes time. But when they do, that's where it gets big.
[Write: "9 clients = $90,000 up front"]
Nine clients is $90,000 in retainers. And in a minute I'll show you why nine clients takes about nine hours a week, not ninety.
Now, whenever I tell you that you can make this, that is not a guarantee. That is not a promise. It's based solely on how well you perform, which is also why I love this. You get paid on your performance, not on your time. And sales is a skill that compounds: the more calls you take, the better you get, and the more you make on the same calls.
And let me be honest about time. The up-front money usually starts in month two. The success fees usually start around month four. If anybody tells you this pays in week one, they're selling you something else.
9:30 — Who does the work (VA + AI)
So here's the part people don't believe.
If you're thinking, "Wait, if I sign nine clients, how am I going to find nine businesses, talk to hundreds of brokers, read all those financials, and still keep my job?" — you don't. That's the whole point.
Let me walk you through what happens after a client signs.
Step one: the search. Our AI agents read the business-for-sale marketplaces every single day — thousands of listings — and pull only the businesses that fit your client's buy box: the industry, the state, the price, the cash flow. Everything else gets ignored. A human can't do that. A buyer with a full-time job definitely can't.
Step two: the outreach. For every business that fits, an enquiry goes to the broker, with a follow-up if they don't answer. Your VA runs this on our AI platform, from our SOPs. Your VA is recruited, trained and paid through us for your first clients.
Step three: the paperwork. When a broker likes your buyer, they send an NDA, a confidentiality agreement. Then they send the CIM, the full file on the business with the real numbers. This is where most deals die, because nobody signs the NDA for a week and nobody chases the file. On our platform, that gets handled.
Step four: the numbers. The CIM comes in at sixty pages. Our platform reads it and pulls out the real numbers: revenue, cash flow, what the owner is adding back, and how much loan the business can carry while still leaving your client money to live on.
Step five: the offer. The offer draft is built from those numbers, so your client walks in with a real number and a reason for it.
Step six: the bank and the experts. We introduce your client to the banks that actually do these loans, to due-diligence partners, and to investors where the deal fits. And there's 24/7 support on your deal questions.
[SHOW: the platform — Deals page, a deal's timeline, a CIM's numbers, an offer page. Blur client names.]
So what's left for you? The part AI can't do: the call, the judgment, and the trust. You're the person your client calls when they're nervous. You're the one who says "this one's good" or "walk away from this one."
That's why it's about an hour a week per client once they've signed. Nine clients is about nine hours a week. Your sales calls are on top of that.
13:00 — Why it's been kept quiet
So if this pays so well, why has nobody heard of it?
Because for a long time, the work was brutal. Reading hundreds of listings. Calling brokers who never call back. Ninety-page reports. Spreadsheets at midnight. You needed a team of analysts just to keep up. So the only people who could sit on the buyer's side were firms that could afford analysts: investment banks and private equity.
And those firms don't take a $1 million or $3 million deal. It's too small for them. So for decades, the regular buyer — the person buying one plumbing company — had nobody. The brokers knew it. The banks knew it. Nobody had a reason to tell you.
What changed is AI. The searching, the research and the outreach, the AI agents do now, and a VA runs them. One person can now do what an office used to do. The door that was shut for forty years just opened.
And there's a wave coming through that door. [check] Roughly half of US small-business owners are 55 or older, and most of them have no plan for who takes over. Their kids don't want it. They've never sold anything bigger than a car. Those businesses are going to change hands in the next ten years, and every single buyer needs a Mensch.
14:45 — My story
[YOUR STORY, about 2 minutes. Shape, following Alexis's: (1) where you started — no network, first deal; (2) the moment you nearly stopped; (3) what you noticed: every buyer needed the same person next to them, and almost nobody sat in that seat; (4) people started asking you to train others; (5) "So I stopped chasing every deal myself, and built the seat so other people could sit in it, under our name — one per state — so I can focus on the back end: advising and investing in AI-powered roll-ups."]
And here's what it looks like when someone sits in that seat:
Marc went from feeling like a fraud to a $150,000 a month run rate. His buyer calls came booked, he took them with our script, and he signed his clients. [clip, 6 min on /programs]
Dustin's first client said yes on the first call. It was a business owner who wanted to grow by buying smaller operators. Dustin positioned himself as the advisor, got a retainer up front plus a percentage of every deal, got paid before finding a single deal, and locked a six-month contract. [clip]
These are their results, not a promise of yours. What you do on the calls decides yours.
17:00 — Mid-video call to action (where Alexis puts hers)
Now, before I keep going: I run a free live training called The Deal Maker's Seat, where I walk you through this whole model from start to finish: how the calls come in, how you sign clients, how the deal gets done, and how you get paid at every step. Click the first link in the description, grab your spot, and let's get back into the video.
17:20 — You don't need a finance degree (her skills section)
Everyone's biggest question is always: "Do I need a finance background to do this?" The answer is no. The deal team does the finance. The platform does the numbers. What we can't teach is what you probably already have.
There are four skills that matter:
- Talking to people. Can you have a real conversation with a stranger and make them comfortable?
- Listening. Can you hear what someone actually wants, not just what they say first?
- Trust. Do people believe you? Would they hand you their savings and say "tell me if this is a good idea"?
- Knowing the process. That's the one we teach you.
And whatever line of work you're in right now, I guarantee you're using these skills and not getting paid for them. Let me show you:
If you're a realtor, you already walk people through the biggest purchase of their life. You know how to handle a nervous buyer, how to deal with the other side's agent, how to get to closing. This is the same thing, for a business instead of a house, and you get paid up front.
If you're a loan officer, you already qualify people, talk about money every day, and know what a bank needs to say yes. Half of this job is getting a buyer bank-ready. You already do that.
If you're in insurance or financial planning, your clients already trust you with their money. Some of them are exactly the people who want to own a business.
If you're an accountant or a bookkeeper, owners already trust you with their numbers. You can read a P&L better than 99% of buyers. That's a huge advantage on these calls.
If you're in sales of any kind, you already know how to run a call, handle "let me think about it" and ask for the decision. This is a bigger ticket and a better buyer.
If you've run your own business, you know exactly what an owner is thinking when they sell, because you've been that owner.
And if you've spent twenty years in corporate, you've been managing projects, people and budgets for somebody else's company. That's what running a client's search is.
[YOUR EXAMPLE: one real advisor's former job and what changed, the way Alexis tells Ravina the cart girl's story. Only a true one.]
20:15 — What a call actually sounds like
So let me break down exactly how a call goes, step by step.
Step one: the introduction.
"Hi, I'm [name], and I'll be your advisor today. My job is really simple: find out what kind of business you want to own, and what you want it to do for your life, and then see if we can help you get there."
See what I did there? I let them know I'm their advisor, and that I'm just finding out their goals and seeing if we can help. No pitch. That opens the conversation.
Step two: the questions. This is most of the call. You're finding out where they are and where they want to be.
- "What kind of business are you thinking about, and why that one?"
- "Why now? What's happening in your life that makes this the year?"
- "How much could you put in yourself? Have you talked to a bank yet?"
- "Is anybody else part of this decision — a spouse, a partner?"
- "What happens if a year from now you're still in the same job?"
That last one matters. You're not pushing. You're letting them say out loud why they're on the call.
Step three: the gap. Once you know where they are and where they want to be, you show them the gap: "So you want to own an HVAC company in Texas, you've got $300,000 and a bank that'll lend, but you've been looking for eight months and no broker calls you back. Is that right?"
Step four: how we close the gap. Now, and only now, you explain how it works. The AI searches every day. The VA writes to every broker. The deal team does the numbers and the offer. We take it to the bank. "And you'll have me on your side the whole way."
Step five: the decision. "Based on everything you've told me, does this sound like what you need?" If yes, you send the agreement and the retainer.
That's it. You're not manipulating anyone and you're not persuading. It's a two-way conversation, and if you can help each other, the deal is done.
23:00 — Objections
Now, an objection is just a reason someone won't sign on the call. In this business you'll hear the same three, over and over. So let me give you the framework, and then walk through all three.
When someone gives you an objection, you agree, you compliment, and then you ask.
Agree: let them know they're right to feel that way. That lowers their guard. You're on the same team.
Compliment: make them feel good for raising it. That lowers their guard even more, and sets you up for the question.
Ask: a question with two clear paths, so they tell you the real objection.
Objection one: "$10,000 is a lot."
Agree: "It is real money. You should take it seriously."
Compliment: "And honestly, I'm glad you're careful with money, because the person who buys a million-dollar business should be. That's exactly the kind of buyer who does well."
Ask: "When you say it's a lot, is it more that you're not sure about spending it right now, or that you're not sure it's worth it next to what you'd be buying?"
If it's "worth it," that's when you say: "The seller's broker is getting paid up to 10% on the other side. You're about to make the biggest purchase of your life with nobody on your side. That's what the $10,000 is."
Objection two: "I'll find a business myself."
Agree: "You absolutely could. Lots of people try."
Compliment: "And the fact that you'd even consider doing it yourself tells me you're serious, which is why I want to make sure you do it right."
Ask: "How long have you been looking so far? And how many brokers have actually sent you the full numbers?"
Most of the time, the honest answer is "months" and "almost none." And now they've told you the problem themselves.
Objection three: "Let me talk to my partner."
Agree: "Of course. This is a big decision, and you should make it together."
Compliment: "I actually love that, because the buyers who do best have someone in it with them."
Ask: "When you talk to them, what do you think their first question will be — the money, or whether this actually works?" And then: "Why don't we get them on a quick call this week, so they can ask me directly?"
Every time they answer, ask another question about their answer, until they've told you in their own words what they need. Then you go back and re-pitch.
There's a lot more to it, and we do all of that in training: the word-for-word script, the full objection playbook, roleplay with our team, real recorded calls to model, one-on-one coaching from active closers, and weekly call reviews.
26:00 — Practice before real calls
Before you ever take a real call, you practise. We do mock calls: one person plays the Mensch, one plays the buyer. Think of it as acting. You hear the objections, you try the answers, and you get feedback.
Why does that matter? Because on a real call, a missed client costs you $10,000. On a practice call, it costs you nothing, and it moves you forward.
So how do you know when you're ready? We certify you first, and we look for three things. Can you frame the call? Do you sound confident? Can you handle the three objections? Pass those, and you're live.
26:45 — Your territory
Now here's where it's very different from a job.
You don't apply to ten companies a day and wait for someone to call you back. You get a territory. One Mensch per territory: your zip codes, your booked calls, under the Acquisitions.com name. When a zip code is taken, it's closed.
And your practice is built for you. Most people lose six months here: an entity, a lawyer, a website nobody visits, learning ads on YouTube at midnight, an email under a brand nobody has heard of. Then a buyer asks "who are you?" and they've got nothing.
Instead you get the funnel and landing pages, the booking calendar, the CRM and the automations, your own @acquisitions.com email, and your own advisor page on acquisitions.com with your photo, your contact details and a booking button. Plus the client agreement, ready to send, and the word-for-word call script. And the Acquisitions.com name and track record are your proof from day one.
You're certified and live in 7 to 14 days.
[SHOW: the territory checker + an advisor page.]
28:00 — Start without quitting your job
Now, what I want you to do is take your time seriously.
I don't recommend quitting your job when you start. I recommend quitting once your retainers are out-earning your salary. Take a calculated risk, not a jump.
Here's what that can look like. You work your job 9 to 5. From 6 to 9 in the evening, you take calls. That's three hours, and a call is 30 minutes, so that's up to six calls a night when they're booked. Your VA and our AI work the deals during the day while you're at your job.
Yes, the first 90 days are intense. Training, practice calls, certification, your first real calls, your first "no". You work your hours at your job, and when you're not at your job, you're on the phone. That's normal. Get through that ramp-up, and you'll be good to go from there. And it's all over the phone and Zoom, so you can do it from anywhere with Wi-Fi.
29:00 — Where it goes after
And buy-side is just where you start, because it's the fastest cash flow. Once you've closed deals, two more doors open.
Sell-side: you represent owners who want to sell. Bigger deals, success fees up to 10%, paid from the sale. But four to nine months per deal, so it unlocks after you have real deal experience.
Roll-ups: where generational wealth gets built. You bring the deal flow — owners in an industry you know — and we bring everything else: the investors, the lawyers, the AI and the integration. By invitation, after your first deals.
29:45 — Close
So now you know what the brokers know: the buyer's side is empty, and it pays.
That's the Acquisitions Mensch. $10,000 up front, $20,000 when the deal closes. AI and your VA do the work, and you're the one person on the buyer's side.
If you want to get started today, find someone to practise calls with and try the questions we covered. Have them play the buyer, record the call with their permission, and listen back for where you got stuck.
But if you want to take this a step further, join my free training, The Deal Maker's Seat. The link is down below. And if you already know this is you, check whether your territory is still open, and apply. When a zip code is taken, it's closed.
I'll see you on this week's training.
Check before recording
- $10K from the bank. /programs gives no amount ("a referral fee at loan closing"). If $10K is right, add it to the page, so the video and the page say the same thing.
- How many booked calls a month each package gets (the 7:00 math).
- The "half of owners are 55+" statistic.
- Your 2-minute story (14:45) and one real advisor's former job (17:20).