Schedule a call with a Leland team member who can help you explore your options.
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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.
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
Coaching delivered via live sessions.
Services included:
Deal Sourcing
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Get help with Due Diligence, Investment Analysis, and .

Joined June 2026
5.0
100+ Deals In: Navigating Seller Fraud, Buried Cash, & Real Successes
With over two decades of experience in finance and business acquisitions, I am passionate about helping aspiring entrepreneurs navigate the search fund process. As the CEO of Owner Actions and an owner in 20+ small businesses, I expertly guide clients through the complexities of acquiring businesses, from deal sourcing to post-acquisition operations. My background in managing high-value portfolios and advising on strategic objectives equips me with the insights needed to support your journey. Having coached well over 100 individuals on their business-buying journey, I am committed to providing personalized guidance to help you achieve your business acquisition goals.
5h of coaching