Most people start outreach before they’re ready.
Before you reach out to brokers, bankers, or potential sellers, you need a few core materials in place that show who you are, what you’re looking for, and why you’re worth taking seriously.
In this session, we’ll walk through the main pieces to build before outreach begins, based on how we’ve approached our own search and how we’ve seen strong searchers prepare.
We’ll cover:
- how to define and pressure-test your investment thesis
- what to include in your buyer profile to send as a one-pager
- how to set up a professional domain and email for outreach
- how to write broker outreach and follow-up emails
- what to include in your website that reinforces your positioning
how to get SBA pre-qualified so you can speak credibly about financing
These are not just nice-to-haves. They are the materials that shape first impressions and affect whether a broker responds, takes a call, or adds you to their list.
We’ll also talk through how these pieces show up in real outreach, including what early broker conversations should sound like, how to position yourself on intro calls, and how strong preparation improves your chances of getting access to good deals.
This session is best for people in the early stage of search who want to get their foundation right before starting outreach.
