Pay-per-appointment for Business brokerage and M&A advisory in Canada and the US
Pay-per-appointment for Business brokerage and M&A advisory
Start the business acquisition conversations your mandate needs. We distinguish owners considering a sale, acquisition buyers and referral relationships, then qualify the sector, business size and timing.
Pay-per-appointment for business brokerage and M&A advisory means you pay per attended appointment with a buyer who meets the criteria we agree in writing. Pricing runs USD $100 to $500 per attended appointment, quoted for your market. It is billable when attended (held). Wrong-fit, invalid, duplicate and cancelled bookings are replaced. No-shows are not billed.
Eligible issues are replaced under written criteria
Time to first booked appointment
Timing is quoted after the audience, geography, qualification and calendar requirements are approved
No setup fee
Built for
✓ Business brokers and M&A advisory firms serving approved industries, transaction profiles and regions in the United States or Canada.
✓ 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.
✓ Teams with calendar availability and someone ready to conduct the booked meetings.
Not for
× Requests for a service or territory outside the campaign scope.
× Buying contact records without an agreed qualification process.
× Campaigns without a receiving team or defined follow-up process.
Pricing
Pricing and what is included.
Indicative planning range. Your quote reflects the audience, territory, qualification and delivery requirements agreed for your campaign.
Fee
USD $100 to $500 indicative per attended appointment; audience, geography and qualification determine the quote; every fee is listed in your written quote before you sign.
Setup fee
None.
Billing event
An appointment is billable when attended (held) under the agreed qualification criteria.
Volume
Sized to your market on the call. You set the monthly cap and the calendar availability.
Replacements
Wrong fit, invalid details, duplicates and cancellations are replaced under the campaign agreement. No-shows are not billed. Review and rescheduling rules are agreed before launch.
Term and notice
Defined in the signed agreement.
Delivery
Booked through the agreed calendar workflow with the source and available qualification evidence attached.
Time to first booked appointment
Timing is quoted after the audience, geography, qualification and calendar requirements are approved.
The contact is an owner, a relevant buyer or acquisition professional, or a professional referral source within the approved profile.
Gate 2: Market and mandate fit
Geography, industry and broad business or mandate fit match the advisory firm’s stated market in the United States or Canada.
Gate 3: Reason and timing
The prospect states a reason to have an introductory conversation and an approximate timing without being asked for confidential transaction documents.
Gate 4: Conflicts and exclusions
Existing relationships, conflicts and out-of-scope requests are excluded under rules agreed before the campaign begins.
Gate 5: Booked meeting
The appointment is booked into the agreed calendar with the participant, time and meeting purpose recorded.
What never counts
Requests outside the agreed service, customer profile or territory.
Invalid contact details and duplicates under the campaign agreement.
Existing clients, active opportunities and suppressed contacts excluded by your campaign rules.
Requests without the required permission for delivery and follow-up.
What you receive
What a delivered booked appointment looks like.
Agree the handoff with your team before launch. These industry-specific details help your team prepare the next conversation.
Industry
Business brokerage and M&A advisory
Requested conversation
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.
Handoff detail 1
Audience type, organization, contact role and permitted contact details.
Handoff detail 2
Stated reason for the conversation, geography, broad fit criteria and timing.
Handoff detail 3
Source conversation, consent or outreach basis, and any confidentiality-sensitive notes that should stay out of calendar titles.
Handoff detail 4
Assigned relationship owner and separate booked, attended, qualified follow-up and signed-engagement stages.
Meeting
Agreed calendar, participant, meeting time and purpose.
How it works. Timing is quoted after the audience, geography, qualification and calendar requirements are approved.
1
You tell us who you want
Service area, customer type, the work you want and any exclusions. We agree the criteria in writing so every booked appointment can be checked against the same standard.
2
We do the work
Vivin runs the approved acquisition and qualification process, then books an eligible contact onto the agreed calendar.
3
You get it with proof
Booked through the agreed calendar workflow with the source and available qualification evidence attached.
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.
Prepare the next conversation.
An appointment is billable when attended (held) 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.
Campaign management and follow-up.
Vivin selects and manages the acquisition channels for your market. We agree the audience, qualification and delivery scope with you, then review the inquiries and conversations your team receives.
Use the brokerage and M&A conversation brief: Separate owner, buyer and referral conversations, record the qualification rules, and prepare a confidentiality-aware appointment handoff.
Choose your handoff
Pay-per-appointment vs pay-per-lead.
Factor
Vivin pay-per-appointment
Pay-per-lead
Billing unit
attended appointment
accepted lead
Delivery
Booked through the agreed calendar workflow with the source and available qualification evidence attached.
Delivered through the agreed handoff with the source and available qualification evidence attached.
Quality review
Wrong fit, invalid details, duplicates and cancellations are replaced under the campaign agreement. No-shows are not billed. Review and rescheduling rules are agreed before launch.
A lead that fails the agreed qualification or exclusion rules is replaced. The review window and evidence requirements are set in the campaign agreement.
Best fit
You want the initial conversation arranged for your team.
Questions Business brokerage and M&A advisory businesses ask
Questions we get asked.
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 attended (held) 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.
