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Research & KnowledgeEvent: August 31, 2026

Five Experts is hosting an October Search Cohort where the sales playbook will be applied to search.

Published

Signal category

Research & Knowledge

Quote

So throughout September, I'm breaking down the sales playbook, applied to search, leading up to our October Search Cohort where we'll put it into practice.

Stephanie Quay|Five Experts team

Company

Five Experts

The acquisition operating system. Find the business before it's for sale, grow its value, own it.

Industry
Business Intelligence Platforms
Location
Sonoma, US
Company size
6 employees

Five Experts is the acquisition operating system for finding, growing, and owning a business. Find it before it's for sale, grow its value, own it. Built on a foundation of value creation: the experts, playbooks, and tools that make a business worth more, so the value you build is value you own. Six million businesses are changing hands as baby boomers retire. Most acquirers navigate the hardest phases alone, and most founders have no successor. Five Experts is the infrastructure that changes that. The five-phase system Every deal moves through five phases: Aspiration and Prep, Search and Sourcing, Deal Structure and Financing, Ownership and Value Creation, and Succession and Exit. Each carries distinct risks and needs different expertise. Five Experts coordinates the right expert at the right phase, in one dashboard. The Operator-to-Owner path For searchers who want a safer landing: find a business before it's listed, step in and operate it on a price agreed up front, grow its value, and buy it. For founders planning a transition: know who's taking over before you sell, and keep your customers, team, and legacy intact. One platform, built around the search The proprietary search CRM is the core: build target lists, run owner outreach, track every follow-up and response rate, and watch your funnel from first contact to close. Around it, the deal pipeline, diligence tracking, document vault, and financing tracker carry the deal, with vetted experts across QoE, M&A law, SBA financing, fractional CFO, and exit planning matched to your phase, and peer groups at your stage. One system, not scattered advisors and spreadsheets. Built for both sides of the transfer Searchers and acquirers in the $500K to $5M EBITDA range. Independent sponsors across LMM deals. Post-close operators in Year 1. And founders who want a successor, not just a sale. Free to join. Full membership at $295/month. Visit fiveexperts.com or email Growth@fiveexperts.com.

Founded 2025

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