Systemise your company. Sell when you're ready, or keep growing.

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.

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.

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.

Joe Lewin · Founder & CEO, DealFlowAgent

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.

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
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.

    GmailOutlookLinkedInWhatsAppPhone
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.

Human judgement at the table. AI doing the prep, the research, the data room.