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CLEAR BRIDGE

OUR PROCESS

STEP 1

REAL TIME SEARCH VALIDATION & CLEANSING

  • Identify business type, acquisition criteria, and geography
  • Review and curate search results
  • Research targeted industry

STEP 2

EMAIL CAMPAIGN
OWNER OUTREACH

  • Setup and configure IT backend emails sent on behalf of client
  • Draft custom emails
  • Review inbound emails and setup call with owner

STEP 3

BUSINESS EVALUATION
CLIENT REVIEW

  • Arrange calls with business owner
  • Earn trust and credibility with owner
  • Review CRM analytics

STEP 4

CLIENT
OWNER CALL

  • Detailed business evaluation and write-up
  • Bi-weekly client check-in calls
  • Host call with client and owner