--- title: "Our Approach | DealFlowAgent Confidential Briefing" description: "A confidential walkthrough of the DealFlowAgent process: human-led M&A advisory plus a parallel AI automation track that lifts EBITDA before close." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "Organization", "@id": "https://www.dealflowagent.com/#organization", "name": "DealFlowAgent", "alternateName": "DealFlow Agent", "url": "https://www.dealflowagent.com", "logo": { "@type": "ImageObject", "url": "https://www.dealflowagent.com/media/a8c3dd54-ab81-40f5-995e-50fda69ec528.webp", "width": 512, "height": 512 }, "image": "https://www.dealflowagent.com/og-image.webp", "description": "DealFlowAgent is the leading specialist M&A advisor for building services and facilities management businesses, including fire and life safety, electrical, water hygiene and Legionella, lift and elevator maintenance, HVAC, plumbing and security, plus specialist healthcare clinics and care homes across the UK and US. £500K–£100M.", "foundingDate": "2024", "founders": [ { "@type": "Person", "name": "Joe Lewin", "jobTitle": "Founder & Managing Director" } ], "address": { "@type": "PostalAddress", "streetAddress": "Battersea Power Station", "addressLocality": "London", "addressCountry": "GB", "postalCode": "SW11" }, "contactPoint": [ { "@type": "ContactPoint", "telephone": "+44-20-7293-0327", "contactType": "sales", "availableLanguage": [ "English" ] }, { "@type": "ContactPoint", "email": "joe@dealflowagent.com", "contactType": "customer service" } ], "sameAs": [ "https://www.linkedin.com/company/dealflowagent", "https://twitter.com/dealflowagent" ], "areaServed": [ { "@type": "Country", "name": "United Kingdom" }, { "@type": "Country", "name": "United States" } ], "knowsAbout": [ "Mergers and Acquisitions", "Business Valuation", "Exit Planning", "M&A Advisory", "Business Sale", "Private Equity", "Building Services M&A", "Facilities Management M&A", "Fire and Life Safety M&A", "Electrical Contracting M&A", "Water Hygiene and Legionella Compliance M&A", "Lift and Elevator Maintenance M&A", "HVAC Business Sales", "Plumbing Business Sales", "Testing, Inspection and Certification M&A", "Healthcare Clinics and Care Home M&A" ], "slogan": "The specialist M&A advisor for building services, facilities management and healthcare." }, { "@context": "https://schema.org", "@type": "WebSite", "@id": "https://www.dealflowagent.com/#website", "url": "https://www.dealflowagent.com", "name": "DealFlowAgent", "description": "Specialist M&A advisory for building services, facilities management and healthcare business owners in the UK and USA", "publisher": { "@id": "https://www.dealflowagent.com/#organization" }, "potentialAction": { "@type": "SearchAction", "target": { "@type": "EntryPoint", "urlTemplate": "https://www.dealflowagent.com/blog?q={search_term_string}" }, "query-input": "required name=search_term_string" }, "inLanguage": "en" } ] --- [![DealFlowAgent](/assets/dealflowagent-logo-white-BtiUZq_y.webp)](/) Sectors Refer an Owner [Valuation Guides](/valuation/guides)[Exit Planning](/exit-planning)[Blog](/blog)Book a Call[Careers](/careers) [🇬🇧 +44 20 7293 0327](tel:+442072930327)| [🇺🇸 +1 (447) 837-9720](tel:+14478379720) [Whatsapp](https://wa.me/442072930327)[I'm an Owner](/valuation)[I'm a Buyer](/buyside) [](https://wa.me/442072930327)Book a Call # Systemise your company. Sell when you're ready, or keep growing. We help building-services and healthcare founders install AI systems that lift profit and resilience — and, when the time is right, run a structured sale process end to end. [Book a confidential call](/book-call)[Walk me through the process](#process) ![Joe Lewin, Founder at DealFlowAgent](/assets/joe-lewin-BSqoYwSF.webp) ![Emerson Patton, Sector Specialist at DealFlowAgent](/assets/emerson-patton-B1xTuqDt.jpg) ![James du Boulay, Senior Advisor at DealFlowAgent](/assets/james-duboullay-7K417Rji.jpg) Your dedicated advisory team When you're ready to sell, our M&A advisors run a structured, end-to-end process — preparing the documentation and data room, qualifying buyers, securing competitive offers, and negotiating through to completion. ![A building-services founder contemplating the next chapter — selling the company, with his team and a boardroom of advisors in view](/assets/owner-contemplating-sale-CJt-vSl7.webp) The next chapter. ## When you've built it, the question becomes what comes next. For most founders we work with, the company is more than a balance sheet. Selling well means walking into the boardroom on your terms — with multiple credible offers, and the right buyer for the people you'll leave behind. Institutional Edge ## Why owners and acquirers choose DealFlowAgent 13,000 ### Active Buyer Relationships 13,000+ buyers registered on platform plus our advisor network and institutional data tools — your business reaches every relevant acquirer. Competitive ### Offer Process We can help you achieve significantly higher exit valuations, multiple offers to compare and better deal terms because of our buyer reach, industry specialism, AI agents. We have reverse engineered the end to end M&A process as we strive to give you the highest probability of a successful exit. Specialist ### In your industry Sector specialists in building services, facilities management, and healthcare embedded on every engagement, training your AI Deal Concierge with niche-specific judgement. A five-minute walk-through. ### Hear it in Joe's words. Founder and CEO Joe Lewin on why we built DealFlowAgent, the outcomes we engineer for, and why this process outperforms a traditional advisor. J Joe Lewin · Founder & CEO, DealFlowAgent ROI Calculator ## What could your company be worth with DealFlowAgent? Diagnostic review, Second Brain and AI agents — plus a structured M&A process when you come to sell. Annual revenue£3,000,000 Current EBITDA£450,000 Current EBITDA multiple6.0x Improvement scenario Cautious ~0.5x value uplift Moderate ~1x value uplift Strong ~2x value uplift Advanced assumptions (click to edit costs & inputs) What you pay DealFlowAgent One-off diagnostic and Second Brain build, optional AI Employees, then a monthly retainer. Diagnostic report (£, one-off) Second Brain build (£, one-off) Monthly retainer (£/mo) AI Employees (count, 0–10) Cost per AI Employee (£, one-off) Alternative: hiring people to do the same work Work the Company Command Centre absorbs would otherwise need extra hires. DealFlowAgent does not charge these salaries — they are shown only to illustrate the headcount cost you avoid. Fully-loaded employee cost (£/yr per hire) Equivalent additional hires avoided (1–30) Illustrative outcomes 1\. Cost savings — Year 1 Equivalent of 3 fully-loaded hires per year £84,000 £120,000 headcount avoided − £36,000 first-year fee. 2\. Revenue & profit uplift — Year 1 Annual EBITDA improvement £126,000 15.0% → 19.2% EBITDA margin Margin recovers toward the sector ceiling. Low-margin firms move more; already-strong firms move less. 3\. Enterprise value uplift From systemising the business — before any sale process. +£1,332,000 Current valuation £2,700,000 Improved valuation £4,032,000 Improved valuation uses improved EBITDA at 7.0x. Uplift is roughly 37.0x the first-year fee. 4\. Sale-process uplift with DealFlowAgent (+27%) Your final enterprise value at close — operational uplift plus a structured, competitive sale process. Estimated sale price at close £5,120,640 £4,032,000 improved EV × +27% Where the +27% comes from - • Sector specialism and a relevant buyer universe. - • Competitive tension across multiple scored buyers. - • Structured negotiation on price, terms and structure. Indicative average uplift versus an unrepresented or single-buyer process. Actual results vary. Your investment with DealFlowAgent One-off £18,000 £4,000 diagnostic + £8,000 Second Brain + 3 × £2,000 agents. Monthly retainer £1,500/mo 12 × £1,500 = £18,000 per year. Team training, AI upkeep and new agent rollouts. First-year total £36,000 ≈ 37.0x the illustrative enterprise-value uplift. The Second Brain and any AI Employees are yours to keep. The retainer covers ongoing maintenance, optimisation and new AI Employee rollouts. [Book a Diagnostics Review](/contact)[See how the Company Command Centre works](#phases) This calculator is for illustration only. It is not a valuation, financial advice, or a guarantee of business improvement. Actual results depend on the quality of your data, management follow-through, market conditions, profitability, buyer appetite, and the specific circumstances of your company. Your Advisory Team ## Experienced Dealmakers Lead Your Exit A senior M&A bench, plus a sector specialist recruited for your industry on every deal. ![Head of M&A, identity blurred until official announcement](/assets/head-of-ma-blurred-v4-kTIE5QBK.jpg) Announcing Soon ### Head of M&A Joining 22 August 2026, name announcing soon Joining full-time on 22 August 2026 from the largest M&A advisory firm in the UK, owned by K3 Capital. As an ex-Director he managed teams of M&A advisors, analysts and associates, working daily with business owners, buyers and stakeholders on live acquisition deals. Selected from 260 applicants alongside colleagues from investment banking backgrounds, he brings that experience and network to lead the advisory bench across Building Services, Facilities Management, and Healthcare. Read full bio Joining full-time on 22 August 2026 from the largest M&A advisory firm in the UK, owned by K3 Capital. As an ex-Director he managed teams of M&A advisors, analysts and associates, working daily with business owners, buyers and stakeholders on live acquisition deals. Selected from 260 applicants alongside colleagues from investment banking backgrounds, he brings that experience and network to lead the advisory bench across Building Services, Facilities Management, and Healthcare. ![Martin Watson, Senior Building Services & FM Advisor at DealFlowAgent](/__l5e/assets-v1/9be3db54-9672-4a9e-9b11-bb57e662ddc3/martin-watson.jpg) Industry Specialist ### Martin Watson Senior Building Services & FM Advisor [](https://www.linkedin.com/in/martinwatson) Martin is one of the most well-connected figures in UK fire, security, building services and FM. He is Chairman of both the Fire Industry Association and the British Security Industry Association, the only person in the UK to hold both roles simultaneously. Martin spent over a decade in senior leadership at Mitie, latterly as Industry Liaison Director for its fire and security division, helping scale the business past £500m in revenue and playing a role in the £366m acquisition of Marlowe plc, which created one of the UK's largest compliance, fire and security services groups. He joined DealFlowAgent because owners in these sectors deserve a genuine sector-specialist advisor across valuation, business optimisation and buyer access. In recognition of his industry roles, he acts in a personal, non-partisan capacity. Read full bio Martin is one of the most well-connected figures in UK fire, security, building services and FM. He is Chairman of both the Fire Industry Association and the British Security Industry Association, the only person in the UK to hold both roles simultaneously. Martin spent over a decade in senior leadership at Mitie, latterly as Industry Liaison Director for its fire and security division, helping scale the business past £500m in revenue and playing a role in the £366m acquisition of Marlowe plc, which created one of the UK's largest compliance, fire and security services groups. He joined DealFlowAgent because owners in these sectors deserve a genuine sector-specialist advisor across valuation, business optimisation and buyer access. In recognition of his industry roles, he acts in a personal, non-partisan capacity. ![Nick Barker, Industry Partner at DealFlowAgent and founder of FM Talent Partners](/images/nick-barker-fm-talent-partners.png) Industry Partner ### Nick Barker Industry Partner, Hiring and Leadership [](https://www.linkedin.com/in/nickbarker1/) Nick leads FM Talent Partners, the facilities management and real estate leadership search firm, and is a leading specialist in building services and FM management talent. He partners with DealFlowAgent on two-way referrals: helping business owners and acquirers fill the key roles that decide whether a business is sellable, and introducing owners who are thinking about their next chapter to a team that knows their industry and their market. Key-person dependency is one of the two most common reasons a sale collapses, and Nick fixes it at source. Read full bio Nick leads FM Talent Partners, the facilities management and real estate leadership search firm, and is a leading specialist in building services and FM management talent. He partners with DealFlowAgent on two-way referrals: helping business owners and acquirers fill the key roles that decide whether a business is sellable, and introducing owners who are thinking about their next chapter to a team that knows their industry and their market. Key-person dependency is one of the two most common reasons a sale collapses, and Nick fixes it at source. ![James Duboullay](/assets/james-duboullay-7K417Rji.jpg) ### James Duboullay Senior M&A Advisor - • 25+ years across investment banking, M&A and fundraising - • Sector focus: essential services and software - • Long-standing relationships with private equity buyers and growth funds - • Personally advising DealFlowAgent founders for the past four years Read full bio - • 25+ years across investment banking, M&A and fundraising - • Sector focus: essential services and software - • Long-standing relationships with private equity buyers and growth funds - • Personally advising DealFlowAgent founders for the past four years ![Emerson Patton](/assets/emerson-patton-B1xTuqDt.jpg) ### Emerson Patton Sector Specialist: Building Services & Facilities Management - • 20+ years advising owners in building services, fire safety, HVAC, plumbing, and construction - • Guided 200+ companies through growth, profit improvement, and exit planning - • Builds equity value and operational structure long before a sale - • Partners with DFA to prepare owners for exit while the advisory team runs the sale Read full bio - • 20+ years advising owners in building services, fire safety, HVAC, plumbing, and construction - • Guided 200+ companies through growth, profit improvement, and exit planning - • Builds equity value and operational structure long before a sale - • Partners with DFA to prepare owners for exit while the advisory team runs the sale ![Kaya Kesici](/assets/kaya-kesici-BgkHgPoR.jpeg) ### Kaya Kesici M&A Advisor, Fire Safety, Security & Compliance - • 17 completed M&A transactions over the past six years across UK SME fire safety, security and compliance-led services - • Sell-side and buy-side experience, buyer research, acquirer mapping, outreach and live process coordination - • Information request lists, databook prep, IC-style summaries and EV-to-equity bridge work - • Direct sector exposure across fire protection, security systems, CCTV, access control and intruder alarms Read full bio - • 17 completed M&A transactions over the past six years across UK SME fire safety, security and compliance-led services - • Sell-side and buy-side experience, buyer research, acquirer mapping, outreach and live process coordination - • Information request lists, databook prep, IC-style summaries and EV-to-equity bridge work - • Direct sector exposure across fire protection, security systems, CCTV, access control and intruder alarms Previously [![Ranger Fire & Security](/assets/ranger-fire-security-l11Opbce.jpg)](https://rangerfs.com/ "Ranger Fire & Security")[![Complii](/assets/complii-DafeX_ZO.png)](https://www.complii.com/ "Complii") Ranger Fire & Security · Complete Building Services · Compliance Group ![Joe Lewin](/assets/joe-lewin-BSqoYwSF.webp) ### Joe Lewin Founder, DealFlowAgent [](https://www.linkedin.com/in/jp-lewin/) - • 22 completed M&A transactions - • Direct relationships with hundreds of strategic and financial acquirers - • Previously built a mobility and field services business to 30 staff and 6 UK warehouses, then sold via competitive process with an EY M&A partner - • Raised £2m in funding; placed 3rd of 1,900 at OnStage (the "Y Combinator of Europe") - • Full-stack developer of advanced agent systems and second-brain tooling for the M&A process Read full bio - • 22 completed M&A transactions - • Direct relationships with hundreds of strategic and financial acquirers - • Previously built a mobility and field services business to 30 staff and 6 UK warehouses, then sold via competitive process with an EY M&A partner - • Raised £2m in funding; placed 3rd of 1,900 at OnStage (the "Y Combinator of Europe") - • Full-stack developer of advanced agent systems and second-brain tooling for the M&A process [Call: 020 7293 0327](tel:+442072930327) Recruited Per Deal ### Sector Expert Industry-Specific Advisor For every engagement we add a sector specialist from your industry to the core team: a 15–25 year operator or advisor with direct relationships in your niche. Recruited per deal so you get the right fit, not a generalist. Read full bio For every engagement we add a sector specialist from your industry to the core team: a 15–25 year operator or advisor with direct relationships in your niche. Recruited per deal so you get the right fit, not a generalist. The bench is growing. Two senior M&A hires confirmed for late July 2026, selected from 200+ applicants out of Goldman Sachs, Deutsche Bank, EY, KPMG and leading boutique M&A firms. [See open roles →](/careers) Proprietary Technology ### The AI layer behind every advisor Two in-house AI systems work alongside the human bench. They are software, not people, built and supervised by the advisory team. ![Sage, AI agent](/assets/sage-avatar-ZCGsJYPl.webp) AI Agent #### Sage AI Deal Concierge Available 24/7. Monitors every signal in your deal and keeps the advisory team one step ahead. Trained on thousands of M&A transactions. ![Sterling, AI agent](/assets/sterling-profile-D8TSq_mZ.webp) AI Agent #### Sterling Buy-Side Deal Origination Agent Engages 13,000+ acquirers to surface live mandates and intent, then feeds your advisors with warm, ranked buyer matches. Past Transactions ## Past Transactions 22 successful exits advised on. [ HEALTHCARE Lancashire, UK-based online pharmacy sold to a USA-based strategic acquirer. Together with the acquirer, revenue has grown >10x since the acquisition. 4 competing offers. 9 weeks to close. > "I remember when we were deciding which advisors to pick, we made a great decision picking Joe from DealFlowAgent." ![Saim](/assets/saim-testimonial-DPeQ0CNF.webp) Saim Founder, Online Pharmacy (Lancashire, UK) ![Watch Saim's Story](/assets/saim-video-thumbnail-D2qFscqJ.webp) ](/blog/uk-healthcare-business-yc-backed-exit-case-study)[ EDUCATION Online celebrant training and SaaS platform sold to an industry consolidator. £1.1M cash deal. Jennifer retained equity stake. > "I couldn't have asked for better support. They found the perfect buyer and secured terms that exceeded my expectations." ![Jennifer Claire](/assets/jennifer-testimonial-9nfUq3lt.jpeg) Jennifer Claire Founder of Academy of Modern Celebrancy ](/blog/modern-celebrant-online-education-exit-case-study)[ PROFESSIONAL SERVICES HR professional services business sold to a serial acquirer. Sold to a serial acquirer. The founder then referred a fellow founder who also completed a sale with us. > "The team guided me through every step. I felt completely supported from first call to completion. I recommend DealFlowAgent to business owners planning their sale." ![Nikki Wheeldon](/assets/nikki-wheeldon-DMZIuMdK.jpeg) Nikki Wheeldon Founder of Jampot ](/blog/jampot-hr-professional-services-exit-case-study) TECHNOLOGY Pet-focused mobile app sold to a PE roll-up aggregator. $2.2M exit. AN Confidential Client under post-sale NDA BUSINESS SERVICES YAi Agency, London-based marketing agency sold in a cash and earnout deal. Serial agency acquirer. Undisclosed. JY Jessy & Yana Co-Founders, YAi Agency E-COMMERCE E-commerce agency sold to a serial acquirer. 8 buyers. 32 days. Founder returned for 2nd deal. > "8 buyers got in touch with the help of their tech. We ended up completing the Ecomoo sale in 32 days to a serial acquirer." ![George Stock](/assets/george-stock-BhzlAZDK.jpeg) George Stock Founder FIRE & SECURITY ### Fire safety, security & life safety Our vetted partner advisors across the UK and US have advised on transactions including: - £5.8M accredited fire alarm maintenance firm with a strong commercial contract book acquired by a regional fire and security consolidator - £1.2M independent fire extinguisher servicing business with route-based recurring revenue sold to a regional fire safety group - £12M fire alarm and detection integrator with a substantial commercial maintenance base sold to a PE-backed compliance platform - £18M fire sprinkler and suppression contractor with national framework agreements sold to a PE-backed fire safety platform - £22M alarm receiving centre with a large monitored connection base sold to a UK PE-backed monitoring platform - £28M integrated fire and security group (alarms, CCTV, access control, monitoring) acquired by a listed UK facilities and compliance group - £35M passive fire protection specialist (social housing and healthcare) acquired by a listed building safety group - $42M integrated security systems platform sold to a major US strategic acquirer 7 specialist advisors in this sector BUILDING SERVICES ### Building services & FM Our vetted partner advisors across the UK and US have advised on transactions including: - £2.5M HVAC maintenance business sold to a regional trade buyer - $4.8M electrical contracting firm acquired by a national services group - £12M plumbing and heating group sold to a PE-backed roll-up - £3.2M roofing contractor sold to a multi-trade consolidator - £8.5M facilities management firm acquired by an infrastructure investor - $45M mechanical services group sold to a Fortune 500 building services division - £6.2M landscaping and grounds maintenance business sold to a facilities group 3 specialist advisors in this sector HEALTHCARE ### Healthcare Our vetted partner advisors across the UK and US have advised on transactions including: - £14M dental practice group sold to a corporate dental chain - $22M veterinary hospital network acquired by a PE-backed platform - £4.1M residential care home acquired by a regional operator - $8.5M behavioural health clinic sold to a healthcare consolidator - £28M domiciliary care provider acquired by a listed healthcare group - £3.6M independent pharmacy sold to a healthcare consolidator - $130M multi-site urgent care platform acquired by a hospital system 2 specialist advisors in this sector OTHER BUSINESSES ### Other Businesses Our vetted partner advisors across the UK and US have advised on transactions including: - £9.5M SaaS platform sold to a strategic technology acquirer - $15M accountancy practice acquired by a Top 20 firm - £3.8M e-commerce brand sold to an aggregator - $42M education training provider acquired by a listed group - £12M recruitment agency sold to a staffing consolidator - $7.2M food manufacturing business acquired by a trade buyer - £18M logistics company sold to a PE-backed platform - $25M marketing services group acquired by a holding company 4 specialist advisors across these sectors The Sale Process ## Here's how we deliver these results Six factors that outperform a generalist broker. Each one delivers a measurable result — see the right-hand column. Factor On your own Generalist broker DealFlowAgent Results - 1 1 Buyer relationship intelligence On your own Personal contacts Limited to people you already know. Generalist broker Static spreadsheet Old contact lists, little real intent data. DealFlowAgent Living relationship graph Live intelligence on every active acquirer. Results Multiple credible offers — so you can choose the buyer who protects your legacy and team Personal contacts Limited to people you already know. Static spreadsheet Old contact lists, little real intent data. Living relationship graph Live intelligence on every active acquirer. Multiple credible offers — so you can choose the buyer who protects your legacy and team - 2 2 Sector specialism On your own None First sale process you've ever run. Generalist broker Generalist Same playbook across every industry. DealFlowAgent Building services & healthcare only Specialist advisors. Sector-specific buyer pool. Results Buyers who already understand your business — and pay fairly for what you've built None First sale process you've ever run. Generalist Same playbook across every industry. Building services & healthcare only Specialist advisors. Sector-specific buyer pool. Buyers who already understand your business — and pay fairly for what you've built - 3 3 Brand credibility with buyers On your own None Buyers receive a cold, unknown approach. Generalist broker Variable Local broker name, limited buyer recognition. DealFlowAgent Institutionally backed, magazine presence Buyers already know us before we call. Results Serious, well-funded buyers take the meeting — no tyre-kickers or time-wasters None Buyers receive a cold, unknown approach. Variable Local broker name, limited buyer recognition. Institutionally backed, magazine presence Buyers already know us before we call. Serious, well-funded buyers take the meeting — no tyre-kickers or time-wasters - 4 4 Outreach and engagement On your own Email only One channel, low response, easy to ignore. Generalist broker Email Templated blasts, little personalisation. DealFlowAgent Email, LinkedIn, phone, WhatsApp Multi-channel, personalised, scored for intent. Results A real competitive process in weeks, not a single take-it-or-leave-it offer Email only One channel, low response, easy to ignore. Email Templated blasts, little personalisation. Email, LinkedIn, phone, WhatsApp Multi-channel, personalised, scored for intent. A real competitive process in weeks, not a single take-it-or-leave-it offer - 5 5 Pre-sale value uplift On your own None No structured prep before going to market. Generalist broker None Brokers list as-is. No EBITDA work. DealFlowAgent 0.5x to 2x EBITDA via AI systems Optional. Lifts EBITDA before any buyer looks. Results A stronger, less owner-dependent business that commands a premium multiple None No structured prep before going to market. None Brokers list as-is. No EBITDA work. 0.5x to 2x EBITDA via AI systems Optional. Lifts EBITDA before any buyer looks. A stronger, less owner-dependent business that commands a premium multiple - 6 6 Negotiation and close On your own DIY, single offer No leverage. First offer often the only one. Generalist broker Sometimes contested Limited bidders, weaker competitive tension. DealFlowAgent Multiple offers, expert negotiators Parallel bidders, twenty-plus closes of experience. Results Final 5–10% on price, cleaner terms, and protections for your staff and earn-out DIY, single offer No leverage. First offer often the only one. Sometimes contested Limited bidders, weaker competitive tension. Multiple offers, expert negotiators Parallel bidders, twenty-plus closes of experience. Final 5–10% on price, cleaner terms, and protections for your staff and earn-out Compounded, these six factors translate into the outcomes below. The Engagement ## Ten steps from first conversation to a stronger, more valuable company. Three phases. Pre-engagement is free with no obligation. Once signed, we systemise the business, then take it to market with multi-channel outreach and expert negotiation. 1. Phase A · Pre-engagement (free, no obligation) Two free touchpoints. You decide if we are the right team before any contract is on the table. 2. Step 1 ### Free Buyer List Step 1 · 90 seconds Enter your company website. Receive a personalised list of the most qualified acquirers in 90 seconds. No signup. Get my free buyer list 3. Step 2 ### Free Confidential Diagnostic & Strategy CallSale, automation, acquisition, or all three. 30–45 minutes · free A direct call with Joe or one of our sector advisors. We discuss where the company is, where you want to take it, and which path serves you best. - Free valuation scorecard tailored to your numbers. - Personalised buyer list and uplift suggestions. - No agreement signed. No obligation. Book in 30 minutes with an advisor Confidential. No obligation. Direct calendar booking. 4. Phase B · Engagement (contract signed) Personalised proposal, simple terms, small upfront retainer. We are now your team. 5. Step 3 ### Personalised Proposal & Engagement Within 1 week of the call If both sides want to proceed, you receive a written proposal with simple terms. A small upfront retainer aligns us; the bulk of our compensation triggers only on a successful outcome. 6. Phase C · Systemise & prepare Make the business stronger, more profitable and less founder-dependent before any buyer sees it. 7. Step 4 ### Diagnostic ReviewThe deep dive that informs everything downstream. Weeks 1 to 2 · 2–3 hours of your time Two working sessions: one with the founders, a second with the operating team. You leave with a confidential 30 to 40 page review. - Founder-dependency and key-person risk. - Operational leakage quietly capping EBITDA. - Growth levers buyers will probe. - What to fix before the data room opens. Decision Point There is a one-time fee for the diagnostic review and report. Some business owners stop here, install the AI systems in Steps 5 and 6, compound growth for 12 to 24 months, then revisit a sale. Others continue straight into the structured sale process. Both paths stay open. 8. Step 5 ### Company Second Brain + 3 AI EmployeesSystemise the business before buyers look under the bonnet. Weeks 4 to 12 A centralised knowledge layer you run from a clean cloud interface. On top of it, three AI Employees absorb the highest-impact bottlenecks identified in Step 4. - Single source of truth across the business. - Three AI Employees on the bottlenecks from Step 4. - Visible EBITDA uplift, typically 0.5x to 2x on the multiple. 2nd Brain Quoting Agent Drafts quotes from your pricebook. Compliance Agent Keeps certifications & RAMs current. Aftercare Agent Follows up every job, captures reviews. Three AI Employees, sitting on top of one shared Second Brain. [How the Second Brain works](/ai-systems) 9. Step 6 ### AI Deal Concierge — Your Hybrid Advisory TeamSenior advisors on judgement and negotiation. AI on the heavy lifting. Weeks 4 to 6 · in parallel A dedicated advisory team stays close to you throughout. In the background, the work that traditionally fell to associates, interns and analysts — research, drafting, formatting, data-room admin, follow-ups — is automated. Your advisors spend their time where it matters. Your senior advisors Spend their time on what matters - Stays close to you - Negotiation - Buyer outreach - Judgement & strategy AI Deal Concierge Absorbs the analyst & admin work - Drafting & formatting - Data-room admin - Follow-ups & scheduling - Research & error checks The work that used to fall to associates, interns and analysts. 10. Phase D · Go to market Multi-channel outreach, qualified buyers, expert negotiation, competitive close. 11. Step 7 ### Multi-channel Intelligent Outreach Weeks 8 onwards Sequenced outreach to scored buyers across four channels. The sequence stops the moment a buyer engages. Every reply scored out of 100 for intent. Gmail Outlook LinkedIn WhatsApp Phone 12. Step 8 ### Buyer Qualification & NDA Rolling Your advisor takes a structured qualifying call with each interested party. Capability and intent are scored. NDA signed. Personalised teaser sent only to the qualified. 13. Step 9 ### Management Meetings Rolling Dedicated calendar link per project. Interview-style preparation with your advisor before each meeting. Multiple buyers booked into parallel windows to compress timing and create competitive tension. 14. Step 10 ### Negotiation, Legal & CloseExpert negotiators. Material valuation impact. Final weeks Multiple offers worked against each other on price, terms and structure. Specialist M&A legal across the UK and US. We close when funds are in your account. How the team works ## Human judgement at the table. AI doing the prep, the research, the data room. ### Sector Advisor Human · in the room with buyers Owns the relationship, the negotiation seat, and final sign-off. ### AI Deal Concierge Trained on your Second Brain Drafts research, briefings, replies and the data room. Reviewed by your advisor. ### You, the Founder In the loop, never doing the heavy lifting Final call on price, terms and the buyer you choose. ## See who would buy your business. Enter your website. We'll send a free buyer list and indicative valuation. No obligation. Get my buyer list Free. Confidential. Takes 40 seconds. [Prefer to talk first? Book a confidential call](/contact) [Or call us directly: 020 7293 0327](tel:+442072930327) Looking to acquire a business? [Register your acquisition criteria](/buyside) 100% Confidential Your Dedicated Senior Advisor ## Latest announcements [![Building & Facilities News names DealFlowAgent Company of the Month announcement cover](/assets/company-of-the-month-building-facilities-news-2026-Br7-aO4K.jpg)Company of the Month Building & Facilities News names DealFlowAgent Company of the Month The July 2026 feature on sector specialism, buyer relationships and what actually drives value for owners. ](/blog/company-of-the-month-building-facilities-news-2026)[![Martin Watson joins DealFlowAgent announcement cover](/__l5e/assets-v1/cb678acf-553d-43d7-85f3-82f6c174523b/martin-watson-joins-dealflowagent-cover.png)Senior Industry Advisor Martin Watson joins DealFlowAgent Chair of both the Fire Industry Association and the British Security Industry Association, after three decades in fire and security including Mitie. ](/blog/martin-watson-joins-dealflowagent-fire-security-advisory)[![Nick Barker joins as Industry Partner announcement cover](/__l5e/assets-v1/65c42b7f-b12d-46f7-b4e0-63df6f3383e6/fm-talent-partners-dealflowagent-cover.png)Industry Partner Nick Barker joins as Industry Partner Founder of FM Talent Partners, helping owners close key-person dependency gaps before a sale and connecting buyers with senior operators. ](/blog/valuation-gaps-key-person-dependency-fm-talent-partners) [![DealFlowAgent](/assets/dealflowagent-logo-white-BtiUZq_y.webp)](/) Specialist M&A advisory for Building Services, Facilities Management, and Healthcare business owners. 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