Sourcing leads from Financial Planners, Lawyers, etc.

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by a searcher from The University of Chicago - Booth School of Business
in Chicago, IL, USA

7yrs ago

Sourcing leads from Financial Planners, Lawyers, etc.

My plan is to do this outreach through email. Maybe that is a bad idea. Tell me what you think. I plan on having some interns scrape email addresses off websites and directories.

Will use staged email market for the introduction and offering phone call or in-person meeting. In the email, I will emphasize our strategies and advantages over other exit strategies.

Am I missing anything major? Maybe this outreach should be via phone? Maybe I should offer remuneration for a successful deal?

Thoughts?

Thanks.

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reply by a professional 4yrs ago
from University of Southern California in North Palm Beach, FL, USA

Directly contacting business owners (unless they’re represented by a broker) is what’s worked best for my clients, for decades. (It’s a good way to avoid costly buyer competition.) DM me if you want more insights.

reply by a searcher 2yrs ago
from Yale University in New Haven, CT, USA

Hi Joe, following up on this thread. Any interest in connecting to discuss lessons learned from this strategy? I am prepping to launch a search and would appreciate the opportunity to learn from your experience!