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.
Onboarding asks four to six hours of your time, total.
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 carries no retainer and no lock-in.
Total founder time across Phase 1: roughly 8 to 12 hours.
Free valuation", exclusive: true, tagline:
Enter your website. Get an indicative valuation in about a minute.
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.
Get your free valuation", to:
Personalised buyer list", exclusive: true, tagline:
See the real acquirers most likely to want your business, ranked by fit.
Enter your website at dealflowagent.com/valuation. We match you against 13,000 active buyer relationships and 13,000+ self-registered acquirers, and return a personalised, ranked list. Separate from the valuation, also free, also no obligation.
Get your buyer list", to:
A frank 30 to 45 minute conversation with a senior advisor about your goals and timing.
A frank 30 to 45 minute conversation with a senior advisor about your goals, your timing, and what a good outcome looks like for you, your team and your legacy.
If you choose to work together, we send a plain-English engagement letter. Fixed fee for the preparation work, no exclusivity, no lock-in.
Book a confidential call", to:
Confidential onboarding", exclusive: true, tagline:
Two short calls. We do the heavy lifting. Nothing flagged to the wider team.
Designed to take very little of your time. Two short calls with you and a small circle you trust, then we do the unpicking. Nothing is signalled to the wider team that a sale is being considered.
Total time asked of you across the first two weeks is typically four to six hours. Every day you delay is a day of profit leakage and lost valuation that compounds.
The Diagnostic Review", exclusive: true, tagline:
A confidential 30-page review. Half maps the problems. Half lays out the solutions.
A confidential 30-page review. Roughly half maps the problems, bottlenecks and inefficiencies holding value back. The other half lays out the solutions.
Company Second Brain", exclusive: true, tagline:
Built and handed over inside your own Claude account during Phase 1. Real value before any sale process starts.
A hub-and-spoke knowledge system built inside your own Claude account and delivered as part of onboarding. One chat interface where directors and senior team can ask questions across the whole business, fed by the systems you already run. You get the upside whether or not you ever go to market.
Your Claude workspace, your data
Spokes: CRM, Finance, Ops and rota, Compliance, Customer evidence, SOPs and playbooks. Reads from Simpro, ServiceTitan, Joblogic, BigChange, Commusoft, Tradify, Xero, QuickBooks, Sage, HubSpot, Pipedrive, Salesforce, Microsoft 365, Google Workspace, Slack, and 5,000 more through n8n and Zapier.
AI Employees, SOPs and systemisation
Real AI staff plugged into your Second Brain. Each one absorbs a specific bottleneck identified in the Diagnostic Review.
Phase 2 turns the operating knowledge captured in Phase 1 into running systems. Think of each AI Employee as a new hire that never sleeps, never forgets, and costs a fraction of a salary. You pick any, or none. We build and train them on your Second Brain, your team uses them day one, and you keep them whether or not you ever sell.
At the end of Phase 1 some owners decide not to sell, or to wait 12 to 24 months and compound the gains. That is a legitimate outcome. The business is worth more either way, and Phase 2 stays available whenever you choose to start it.
Pick any, or none. Each one absorbs a specific bottleneck.
Quoting Agent: Drafts quotes from your pricebook in minutes.
Compliance Agent: Keeps certifications, RAMs and accreditations current.
Keeps certifications, RAMs and accreditations current.
Aftercare Agent: Follows up every job, captures reviews, surfaces upsell.
Follows up every job, captures reviews, surfaces upsell.
24/7 AI Receptionist: Answers calls and web enquiries out of hours.
Answers calls and web enquiries out of hours.
Outbound Engine: Warm, personalised email and LinkedIn to a curated list.
Warm, personalised email and LinkedIn to a curated list.
AI Chief of Staff: Drafts proposals, summarises reports, prepares board packs.
Drafts proposals, summarises reports, prepares board packs.
CRM wired to Second Brain
HubSpot, Pipedrive, Salesforce. One source of truth.
Founder-replacement plan: Names who, or which agent, does each founder task.
Names who, or which agent, does each founder task.
End-to-end M&A process, from outreach to qualified buyers
Starts when you choose senior M&A advisors by your side. Senior humans lead every conversation. The AI Deal Concierge does the heavy lifting.
Phase 3 starts when you choose senior M&A advisors by your side. Once the company is optimised and systemised through Phases 1 and 2, it becomes significantly more valuable to acquirers. We can then launch outreach to qualified acquirers — senior human advisors lead every conversation, with the AI Deal Concierge doing the heavy lifting in the background.
You are never locked in. Phase 2 carries no retainer and no exclusivity. Start it the month you complete Phase 1, or two years later. The prepared business is yours either way.
Phase 1 begins · your preparation starts here
Phase 2 · Second Brain + AI Agents
See it on your own number
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.
Use our free valuation tool
Optional. Pre-tax only — UK CGT, BADR and structure are a separate conversation with your tax advisor.
What this chart shows and doesn't.
What waiting alone doesn't fix.
Flip the toggle. Same eight stops, very different ride.
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.
Your prepared business meets Sage, our proprietary AI Deal Concierge, working alongside senior human advisors on every live conversation.
Company Second Brain: Feeds the IM and data rooms
Strategic, PE, family office, overseas
Owner's goals: Price, timing, legacy, team
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
· Runs the six-channel sequenced outbound
· Prepares you for every meeting
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
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.
Phase 3 detail · M&A advisory
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 deal room and multi-channel outreach run on top of the prepared business. Unlock the full +36%.
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.
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 no retainer, no exclusivity, no lock-in.
What happens in Phase 1?", answer:
Phase 1 is a fixed-fee preparation: confidential onboarding, a 30-page Diagnostic Review, a Company Second Brain built inside your own Claude account, and AI Employees plugged into the bottlenecks identified. Roughly 8 to 12 hours of founder time across the first three months.
When does Phase 2 start?", answer:
Phase 2 (the M&A process) starts only when you choose. There is no retainer, no exclusivity and no lock-in. You can start the month after Phase 1 or two years later.
What if I decide not to sell?
You keep the Diagnostic Review, the Second Brain, the SOPs, and the AI Employees. The valuation uplift sticks. Many owners do Phase 1, run the prepared business for 12 to 24 months, and revisit a sale from a higher base.
Do I get a valuation before paying anything?
Yes. The free valuation tool gives an indicative range in about a minute, drawn from real comparable transactions. The buyer-match tool returns a personalised, ranked list of plausible acquirers. Both are free and no obligation.
Private Equity & Family Offices
Joe Lewin, founder of DealFlowAgent, explains how the firm helps owners of building services, facilities management and healthcare businesses run a confidential, competitive sale process with 13,000+ vetted acquirers.