Develop Your Deal Flow Engine

Develop Your Deal Flow Engine

Offered by Mitchell B.

5.0

()

ETA expert with real scar tissue

Clemson University Logo

Studied at Clemson University

Rocket Software Logo

Worked at Rocket Software

Package 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.

Refund Policy

Services included:

Deal Sourcing


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Mitchell B.

Offered by Mitchell B.

Joined May 2026

5.0

ETA expert with real scar tissue

Extensive background in M&A through numerous personal & corporate acquisitions. In the past two years, I have completed acquisitions of two email newsletters. 1 wildly successful that fully funds my lifestyle today, requiring ~1 hour / month of my time. 1 total failure that I have learned 10x more from. I acquired the first one while I leading M&A at a Bain Capital backed software firm, Rocket Software. I completed numerous acquisitions ranging from <$1m founder-owned & operated tuck-ins to a >$2b carveout from OpenText (NASDAQ: OTEX)...and everything in between. I quit in July 2025 after being sick of getting grinded to an absolute pulp. I would have never had the confidence to do so without the business I had acquired in the background. Since then, I have helped numerous friends and colleagues in their own personal ETA journeys as I truly believe ETA is the best path to freedom for high-income white collar professionals. I write a lot about this and everything else in the space at buyingfreedom.beehiiv.com! Excited to meet you and work together!

Coaches professionally

Experience level: Executive

$950

5h of coaching

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