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Description
Sourcing is a numbers game, and building a disciplined system is key to success. This package equips you with the tools to generate, organize, and track a steady stream of acquisition opportunities. From CRM setup to lead lists and outreach scripts, you’ll establish a sourcing engine that runs efficiently and grows over time. Key components of this package can include, but aren’t limited to: • Design and set up a sourcing CRM (Airtable, HubSpot, or Excel). • Identify and load at least 100 pre-qualified leads. • Build scripts and templates for consistent outreach. • Learn how to measure sourcing effectiveness and iterate.
What you'll get from this package
Design and set up a sourcing CRM (Airtable, HubSpot, or Excel)
Identify and load at least 100 pre-qualified leads
Build scripts and templates for consistent outreach
Learn how to measure sourcing effectiveness and iterate
Additional details
Coaching delivered via live sessions.
Services included:
Deal Sourcing
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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Offered by Chase M.
Joined October 2025
5.0
Buy the Right Company, Then Run It Well — Counsel from a 5x Acquirer
I've lived every stage of the ETA journey myself: raising capital, sourcing and diligencing more than a hundred businesses, closing acquisitions, and then running the companies for the long haul. I run Decada Group, a self-funded holding company that has acquired five businesses and started three, all held permanently. The coaching draws on that seat time and on years inside the ETA community, including a Utah searcher network several hundred strong. I've watched searches produce great owner-CEOs, and I've watched them break people who bought the wrong company. I coach to help you land in the first group: honest pressure-testing before you buy, and a steady thinking partner once you own it.
$1,875
5h of coaching