Search & Sourcing
A funnel, a rhythm, and deals worth your diligence budget
The search is a discipline: a funnel with stages, conversion rates, and a weekly rhythm, not a hobby of browsing listings. Phase 02 builds and runs that funnel.
Unstructured searchers chase every listing, burn out brokers with unqualified interest, and after a year have nothing but tabs.
The funnel, instrumented.
A disciplined search has stages and conversion rates. The member command center tracks both, from companies identified through close, so you always know which leak to fix.
Finding the right deal: six expert categories
These experts help you build consistent deal flow, evaluate opportunities quickly, and advance qualified targets through your pipeline. Every expert in the network is matched to a phase; these are the categories that work Phase 02.
ETA Advisor
Refining Criteria · Evaluating Deals · Pipeline Management
The advisor across the whole search: refining criteria as the market teaches you, evaluating deals quickly, and keeping the pipeline moving.
Deal Sourcing Specialist
Off-Market Deal Sourcing · Broker Relationships
Actively sources off-market deals and works broker relationships on your behalf, so the funnel fills from more than the public listings.
Financial Analyst
CIM Review · EBITDA Validation · Financial Modeling
Reviews CIMs, validates EBITDA, and builds preliminary financial models, so you know what a deal is before you fall for it.
M&A Advisor
Opportunity Screening · Deal Flow · Valuation
Screens opportunities, manages deal flow, and advises on valuation as targets advance through the pipeline.
Buy-Side Business Broker
Represents the Buyer · Negotiation
Represents you, the buyer, in finding and negotiating deals. Not the seller.
Insurance Advisor
Business Insurance · D&O · Key-Person · Liability
Evaluates business insurance, D&O, key-person, and liability coverage on targets, so surprises surface in screening rather than at close.
Membership includes the coordination: matching you to the right category and the right expert for your phase. The engagements themselves, hourly or fractional, are booked and paid separately at each expert’s listed rate.
Sessions, playbooks, and the room
GTM Through the Phases
A live monthly session working the search motion with peers in the same stage.
Deal War Room
Real deals under peer and expert scrutiny, monthly.
The search-funnel playbook
Our published sourcing system, free on the resources page.
Phase 02 community
Searchers comparing channels, funnels, and what is actually converting.
Included with membership. Engaged when you need depth.
Included with full membership
- GTM Through the Phases, Deal War Room, Expert AMA
- The search-funnel playbook and screening templates
- Buy-box review frameworks
- Phase-organized community
Expert engagements
- Industry-expert consults on specific targets
- Early diligence and financial-screen support from the bench
All expert engagements, hourly or fractional, including LOI & deal review, are booked and paid separately at each expert’s listed rate.
Start free. The system is already running.
Free membership opens the community and the playbook. Full membership, $295 a month or $2,950 a year, puts the whole coordinated system behind your deal.