DealFlowAgent
    The journey to a sale

    The right buyer. The right price. A sale built to close.

    A guided walkthrough of how we prepare your business for sale, then run a controlled, competitive process at the top.

    Every month you wait is profit leaking, valuation drifting and visibility lost. The earlier you start, the more the number moves. Most of the work runs in the background.

    Both tools are free, separate, no obligation. About a minute each. Onboarding asks four to six hours of your time, total.

    The climb

    Eight stops. Tap any one to look inside.

    The first three are free. Phase 1 and 2 are a fixed-fee preparation that you keep, sale or no sale. Phase 2 starts only when you choose, and is success fee only, no retainer, no lock-in.

    Total founder time across Phase 1: roughly 8 to 12 hours.

    Enter your company website at dealflowagent.com/valuation. In about a minute you get an indicative value, drawn from real comparable transactions in your sector. No cost, no obligation, ever.

    What happens

    We read your public footprint and your sector, match it against historical deals and current sector multiples, and return an indicative range with the comparables it is built on.

    What you get

    An evidenced indicative value, in writing, before you speak to anyone.

    Versus a traditional advisor

    A traditional advisor will not value you until you are signed up and paying. This is free and immediate.

    Preview
    Free valuation tool
    Phase 1 begins · your preparation starts here
    See it on your own number

    Type your valuation. Watch each step move it.

    Phase 1 (onboarding, diagnostic, Second Brain, AI agents) runs in just three months and materially lifts the number — whether you sell straight after or hold for another year or two.

    £

    Don't know it? Use our free valuation tool.

    %

    Optional. Pre-tax only — UK CGT, BADR and structure are a separate conversation with your tax advisor.

    Stage 1
    Today
    £2,000,000
    Your share: £2,000,000
    Now
    Stage 2
    Phase 1 · Onboarding + Diagnostic
    £2,120,000
    Your share: £2,120,000
    +6%
    Stage 3
    Phase 2 · Second Brain + AI Agents
    £2,260,000
    Your share: £2,260,000
    +13%
    Stage 4
    Phase 3 · Competing offers
    £2,260,000
    Your share: £2,260,000
    +13%
    Stage 5
    Completion
    £2,720,000
    Your share: £2,720,000
    +36%
    Prepared + competitive process Wait & sell as-is (~+12%)

    What this chart shows and doesn't. The +36% comes from two things the chart can draw: a prepared business (Phase 1+2) and competing offers (Phase 3). What it can't draw is your trading growth — if your revenue and profit are materially higher in 12–18 months, the prepared and competitive sale starts from a higher base and the uplift compounds on top.

    What waiting alone doesn't fix. Selling as-is in 12 months, without the prep and without competing offers, typically lands closer to the dashed line: trading uplift only, one buyer setting the price. Time on its own doesn't deliver the multiple. Preparation and competition do.

    The other path

    What if you went with a traditional generalist broker instead?

    Flip the toggle. Same eight stops, very different ride.

    Sector expertise
    Industry specialist assigned to your niche from day one.
    Your team
    Head of M&A, two senior advisors, sector specialist, plus Sage the AI Deal Concierge.
    Buyer list
    Personalised, ranked list from 13,190 active buyer relationships and 2.1m tracked acquirers.
    Outreach
    Multi-channel: warm email, LinkedIn, phone, WhatsApp. Every signal tracked.
    Preparation
    Diagnostic Review, Second Brain and SOPs raise the number before going to market. You keep all of it.
    Your time
    Roughly 8 to 12 hours across all of Phase 1. We do the heavy lifting.
    Tooling
    Sage, the AI Deal Concierge, customised to your company and trained on your Second Brain.
    Commercials
    Fixed-fee preparation, then success fee only on Phase 2. No retainer, no exclusivity, no lock-in.

    Both routes end with your business sold. One ends with the right buyer, competing offers, and a number you would not have reached on your own.

    The DealFlowAgent engine

    End-to-end M&A process, from outreach to buyers. Found nowhere else.

    Your prepared business meets Sage, our proprietary AI Deal Concierge, working alongside senior human advisors on every live conversation.

    Inputs
    • Prepared business
      Phase 1 uplift baked in
    • Company Second Brain
      Feeds the IM and data rooms
    • Buy list (~400 acquirers)
      Strategic, PE, family office, overseas
    • Owner's goals
      Price, timing, legacy, team
    Proprietary engine
    Sage
    AI Deal Concierge

    One always-on deal coordinator, trained on your business, working across every live buyer conversation at once.

    • · Builds the IM, teasers and Stage 1 / Stage 2 data rooms
    • · Curates the ~400-buyer list
    • · Runs the six-channel sequenced outbound
    • · Prepares you for every meeting
    Senior humans lead
    JLJoe Lewin · CEO
    HMHead of M&A
    SASenior advisor

    Sage assists. People decide.

    Outputs
    • Qualified meetings
      Senior buyer-side decision makers
    • Letters of intent
      Multiple, in writing, benchmarked
    • Competing offers
      2 to 6 firm offers at the table
    • The right buyer
      Not just any buyer — yours
    • Completion
      Month 3, 4 or 5

    No other sell-side advisor runs this. Sage, the Second Brain, the Diagnostic Review and the free Valuation and Buyer Match tools are all built by DealFlowAgent and only available here.

    The network

    Our business buyer relationship network spans the globe.

    Strategic acquirers
    Strategic acquirer
    SME Bolt-on Buyers

    Owner-managed firms expanding service lines or geography.

    Active mandates: 120+
    Strategic acquirer
    Mid-Market Consolidators

    PE-backed platforms rolling up regional operators.

    Active mandates: 85+
    Strategic acquirer
    Large Corporates

    Listed groups buying market share and capability.

    Active mandates: 40+
    Financial acquirers
    Financial acquirer
    Private Equity & Family Offices

    Long-hold capital with sector theses and dry powder.

    Active mandates: 200+
    Financial acquirer
    Independent Sponsors & Roll-Ups

    Deal-by-deal acquirers and aggregator platforms.

    Active mandates: 95+
    Phase 3 detail · M&A advisory

    How a controlled, competitive process actually runs.

    Seventeen steps, grouped into four stages. Built on the Second Brain you already own from Phase 1. Senior humans lead every live conversation; Sage carries the load between them.

    Stage 1 · Anchor & build
    1. 01Anchor in your Second Brain

      We extract the M&A-relevant slices and build the data rooms on top of them.

    2. 02Information Memorandum

      A 30-page, personalised, high-quality pitch deck written for buyers in your sector.

    3. 03Teaser variants

      Three to four anonymised 3 to 4 page summaries, each angled at a different buyer type.

    4. 04Buy list build

      Strategic synergies — upsell, geographic, product/service overlap — plus financial buyers.

    5. 05Deep dive on every buyer

      Sage profiles each one in depth. Sector specialists sanity-check.

    Stage 2 · Wire up
    1. 06Custom skills, plugins, connectors

      We wire bespoke skills and data connectors into Sage for the specifics of your deal.

    2. 07Custom email domain

      A dedicated sending domain spun up for outreach — clean reputation, high deliverability.

    3. 08Internal AI Deal Concierge

      Our advisors get an internal Sage pre-loaded with existing relationships and your business.

    Stage 3 · Launch
    1. 09Stage 1 documents

      Every document a serious buyer will ask for — prepared and ready to release under NDA.

    2. 10Owner alignment calls

      Working sessions to refine the vision and narrow the buy list to ~400 with two contacts each.

    3. 11Outbound sequencing

      A methodical six-channel cadence — emails, LinkedIn, SMS/WhatsApp, phone.

    4. 12Anonymised launch — only on your sign-off

      Nothing goes out until you are comfortable. Then we listen for signal.

    5. 13Qualifying meetings

      Replies are triaged; qualifying calls booked with the buyers worth your time.

    Stage 4 · Convert
    1. 14Sector specialist network leverage

      A material share of buyers already sit inside our relationships and specialist networks.

    2. 15Intro meetings with the right buyers

      When a buyer is right, we introduce you. Dedicated meeting link tied to your availability.

    3. 16Meeting coaching and interview prep

      We rehearse every meeting — what they will ask, how to frame it, what not to give away.

    4. 17Dedicated Owner Portal

      An AI-driven portal showing live process status, prep materials, and M&A education.

    Your optionality after deal-readiness

    Two months with us. Then it's your call.

    Option A
    Straight into Phase 3 (M&A)

    Stage 1 deal room and multi-channel outreach run on top of the prepared business. Unlock the full +36%.

    Option B
    Pause 6–12 months, then Phase 3

    Implement the diagnostic action points, let the AI agents settle, watch margin and EBITDA compound. Come back when you're ready — no retainer during the pause. The +13% from Phases 1 & 2 is yours either way.

    Option C
    "We're not for sale"

    Still worth doing Phases 1 & 2. You keep the diagnostic, the IM draft, the buyer list, the Second Brain and the AI agents. The uplift sticks — and the day you change your mind, you're ready.

    Whatever you pick, the first two months are the lever. The pause is the flex — you don't have to commit to a sale to get the value of the preparation.

    22
    transactions completed
    13,190
    active buyer relationships
    2.1m
    active acquirers tracked
    400,000+
    historical deals referenced
    +27%
    higher valuations (indicative)

    UK and US. Backed by early investors in Uber, SpaceX, Canva, Notion and Loom.

    Preparation work is a fixed fee, agreed in writing. Phase 2 is success fee only, no retainer, no exclusivity, no lock-in.