Qualified conversations United States & Canada
Pay-per-appointment for Business brokerage and M&A advisory
Business brokerage and M&A conversations matched to the right mandate.
Owner, buyer and referral conversations serve different mandates. Define the audience and qualification rules separately, then choose whether your team receives a qualified inquiry or a booked introductory appointment.
For businesses looking for lead generation or appointment setting in this industry.
The pay-per-appointment approach
Make the next step a well-prepared conversation.
Appointment setting adds a scheduling process to lead qualification. Define who should attend, what the meeting is for, which calendar can accept it and the context your team needs beforehand. Keep a requested time, a confirmed booking and an attended appointment distinct.
- Meeting preparation: include the prospect’s stated need, participant role, agreed agenda and appointment format.
- Calendar control: align scheduling with real capacity, travel time where relevant and the team that will conduct the meeting.
- Attendance evidence: record confirmation, rescheduling, cancellation and attendance separately from sales results.
This route suits a business with a defined first meeting and available people to conduct it. The appointment event, qualification criteria and handling of attendance changes are agreed in the campaign scope.
Start with fit
The buyer, the request and the next step.
Who this is for
Business brokers and M&A advisory firms serving approved industries, transaction profiles and regions in the United States or Canada.
The intent to look for
An owner exploring a transition, a buyer working from a defined acquisition mandate, or a professional who wants to discuss a referral relationship. Each audience has a separate purpose and next step.
Agree the profile
What should qualify?
Use these industry-specific questions to define the campaign with your team.
- The contact is an owner, a relevant buyer or acquisition professional, or a professional referral source within the approved profile.
- Geography, industry and broad business or mandate fit match the advisory firm’s stated market in the United States or Canada.
- The prospect states a reason to have an introductory conversation and an approximate timing without being asked for confidential transaction documents.
- Existing relationships, conflicts and out-of-scope requests are excluded under rules agreed before the campaign begins.
Prepare the conversation
What should arrive with it?
A useful handoff gives the receiving person context and a clear next action.
- Audience type, organization, contact role and permitted contact details.
- Stated reason for the conversation, geography, broad fit criteria and timing.
- Source conversation, consent or outreach basis, and any confidentiality-sensitive notes that should stay out of calendar titles.
- Assigned relationship owner and separate booked, attended, qualified follow-up and signed-engagement stages.
From inquiry to appointment
Make the meeting fit the service.
An appointment is billable when booked under the agreed criteria. Attendance, rescheduling, no-shows, advisory engagement and transaction outcomes are tracked separately. A booked conversation is not a mandate, valuation, buyer verification or completed transaction.
Acquisition approach
Match the channel to the buying journey.
Use distinct messages for owners, buyers and professional referral relationships. Vivin selects appropriate channels for the approved market and offer. Public acquisition material must not promise a transaction, mandate, valuation outcome or undisclosed fee sharing.
Choose the handoff
The right model depends on your sales process.
Start with the outcome your team can act on. Scope, qualification and commercial terms are agreed for the campaign.
Before we build the campaign
Questions about business brokerage and m&a advisory lead generation.
Can owner, buyer and referral conversations use one campaign?
They should be separate campaign branches. Owners may be exploring a transition, buyers work from acquisition criteria, and professional referral relationships require a mutual-fit conversation.
What qualifies an owner conversation?
The owner fits the approved geography and business profile, states a reason to discuss a transition, and agrees to an introductory conversation. That does not establish a sell-side mandate.
What qualifies a buyer conversation?
The person has a relevant role, a defined acquisition interest, and enough stated criteria for the advisory firm to assess fit. The advisory firm completes any capital, authority and transaction diligence.
What qualifies a referral conversation?
The professional serves relevant owners or buyers and wants to explore a working relationship. Conflicts, referral policies and permitted follow-up remain subject to the firms involved.
When is an appointment billable?
An appointment is billable when it is booked and meets the written campaign criteria. Attendance and downstream outcomes are measured separately.
Do you guarantee a mandate or transaction?
No. Vivin provides qualified leads or booked appointments under the agreed scope. The advisory firm owns diligence, engagement terms and transaction work.
Campaign planning references
These references inform the considerations above. They are not an approval of a particular campaign or commercial arrangement.