FOR WEALTH MANAGERS AND ADVISORS
Meet business owners right before the money lands.
We find owners who just sold their company, confirm they're looking for an advisor, and introduce them to you. You start the first call knowing the deal size, the closing date and what they want help with.
The problem
The best clients you'll ever get are owners who just sold their business. But by the time most advisors hear about the sale, the money is already somewhere else.
Referrals are slow. Seminars are hit or miss. Cold calls don't work on people with $5 million coming in.
We reach owners in the window between signing and closing, when they're actually choosing who will manage the money.
The moments we find
Sample introduction
"Sarah, Mike closes the sale of his company in November and asked how you'd handle the tax side before the money lands. Mike, Sarah works with owners right after a sale. I'll let you two take it from here."
Sarah doesn't have to sell herself. Mike already told us what he needs.
What you get
How to start
Every introduction meets the standard you set: the size of the sale, where they live, timing, and that they asked to meet you.
Regent Peak Wealth Advisors: 6 qualified introductions in 46 days.
Proof Pack
3 introductions in 30 days
Quick Wins Pack
12–15 introductions in 60 days
Ongoing plan
a steady flow every month for four months
Who it's for
Advisors and firms who work with business owners and can take on new clients this quarter. Not for firms looking for small accounts or a list of names.
FAQ
What size clients do you find?
You tell us your minimum. We only introduce owners above it.
Do you pay owners to meet me?
No. They meet you because they need an advisor and asked to be introduced.
How does this work with compliance?
We put the arrangement in a written agreement with the disclosures the rules require. Your compliance team reviews it before we start.
Are the introductions just for me?
Packs are shared. On the ongoing plan, you can get first pick in your area.
What's one new client with $5 million worth to you?
On a free 30-minute call, we'll look at the clients you want and how many owners are selling in your area right now.