Off-Market Engine · For business brokers

A consistent pipeline.
More owners
worth talking to.

OME helps business brokers connect with owners considering an exit. We manage research, outreach, initial qualification, and follow-up—so you can focus on winning the engagement.

Book your strategy call →Read a redacted real brief ↓
30-minute strategy call · Your territory, your ideal sellers, a practical next step.
OWNER OPPORTUNITY BRIEF Real correspondence · redacted
SERVICE BUSINESS / LOCATION WITHHELD

An owner conversation.
A documented next step.

Prepared from advisory follow-up emails.
Identifying details and figures withheld.

Documented activityOwner call
Readiness gapFinancials
✓
Valuation discussion documented

Follow-up requested financial statements for a valuation review.

→
Current intent needs reconfirmation

Later outreach asked about sale interest and expectations.

Read the redacted real brief →Advisory example. OME origination and sale outcome not established.
A focused program forIndependent business brokers→Growing brokerage teams→Defined territories & sectors
Individual broker affiliations

Brokerage brands represented by individual broker relationships.

Transworld Business AdvisorsSunbelt Business BrokersFirst Choice Business BrokersHedgeStone Business Advisors

Logos identify brokerage affiliations, not a corporate partnership or endorsement of SynergiFlow or OME.

OME in practice

Owner conversations.
Real transaction journeys.

Two anonymised engagements showing OME’s origination role and the broker-led process that followed.

CASE STUDY 01 / MIDWEST U.S.

Electrical services

$3.6m reported annual business revenue

A founder-owned business with 14 years of operating history. OME initiated the owner conversation and qualified the opportunity before introducing a broker partner.

OME’s contribution

Owner outreach, initial qualification, and broker introduction.

January 2026Owner conversation and broker engagement
March 16, 2026Letter of intent signed
April 7, 2026Transaction completed

Outcome: A strategic buyer acquired the business to expand its regional electrical services footprint.

CASE STUDY 02 / SOUTHWEST U.S.

HVAC services

$5.1m reported annual business revenue

A founder-owned business with 16 years of operating history. OME contacted an owner who was not actively listed and qualified their interest in an exit discussion.

OME’s contribution

Off-market owner engagement, readiness qualification, and broker introduction.

December 2025Initial off-market owner conversation
February 18, 2026Letter of intent executed
April 10, 2026Transaction completed

Outcome: A regional HVAC platform acquired the business following broker engagement and buyer introductions.

Source: SynergiFlow’s May 2026 OME presentation; case details confirmed by SynergiFlow. Business and broker identities are withheld. Revenue figures are not transaction prices. These historical outcomes do not guarantee future results.

Discuss OME for your brokerage →
A real brief, with identifying details removed

What we know.
What needs the next conversation.

A documented advisory opportunity, showing the distinction between recorded facts and questions still to resolve.

REAL ADVISORY EXAMPLE / REDACTED

Established
service business

Summarised from actual advisory correspondence. Names, contact information, location, exact figures, and identifying dates are withheld.

EvidenceAdvisory follow-up emails
ReadinessRequires reassessment
Financial reviewRequested; receipt not evidenced
Open the standalone brief →
Documented owner interaction

An advisor’s follow-up email records a completed owner phone conversation and notes that the owner had already received a valuation report. The underlying valuation report was not reviewed for this public brief.

Business context

Later advisory correspondence records an established customer base, with repeat customers and word of mouth as important sources of business. These are reported observations, not independently verified operating metrics.

Financial readiness

The advisor requested profit and loss statements or other financial information to support a valuation review. The correspondence reviewed does not establish receipt of those documents or completion of a new valuation.

DRI lens / what still needs qualification

Current exit motivation, sale timing, price expectations, owner dependence, financial performance, and willingness to share documents need reconfirmation. No historical DRI score or completed DRI assessment is evidenced.

Proposed next step

Reconnect with the owner to confirm current interest and request financials if they wish to proceed. Later follow-up proposed a call; a confirmed appointment is not evidenced.

Scope of this example

A real advisory follow-up example, not a current available lead or proof of an OME-generated introduction. Signed representation, buyer introductions, and a completed sale are not established by the correspondence reviewed.

Keep your pipeline working

Close today’s deals.
Keep tomorrow’s
conversations moving.

When you’re managing valuations, buyers, and negotiations, consistent prospecting is difficult to protect.

OME gives that work dedicated attention. We research suitable businesses, start owner conversations, and develop relevant next steps for your brokerage.

You lead discovery, valuation, and representation.
We support the prospecting that brings owners to the table.
The Off-Market Engine

From target market
to meaningful conversation.

A repeatable process with clear ownership at every step.

01 / DEFINE

Your market,
mapped out.

Agree on geography, sectors, business size, exclusions, and what makes an owner worth speaking with.

02 / CONNECT

Outreach with
a purpose.

Research suitable businesses and contact owners through calling and email, with messaging aligned to your brokerage.

03 / QUALIFY

Context before
the introduction.

Use the Deal Readiness Index to structure initial qualification: business fit, motivation, timing, and readiness for a next step.

04 / DEVELOP

Keep the pipeline
moving.

Hand relevant opportunities to you and follow up with owners whose plans are still taking shape.

4–7 qualified owner conversations / monthly program target
Market-dependent. A target, not a guarantee.
DRI / Deal Readiness Index

Understand the owner.
Assess the readiness.
Plan the next step.

Our Deal Readiness Index (DRI) structures how we qualify business owners before a broker introduction. It brings business fit, exit motivation, timing, and willingness to take the next step into one readiness review.

The DRI helps distinguish owners exploring their options from those ready for a deeper broker conversation. It supports qualification; it does not certify financials or predict a completed sale.
✓
The right decision-maker

An owner or authorised decision-maker.

✓
A business that broadly fits

Aligned with the target profile agreed with your brokerage.

✓
Motivation and timing

Why the owner is considering an exit, valuation, or succession discussion—and their stated timeline.

✓
An agreed next step

A clear path into a conversation with your brokerage.

✓
Readiness for deeper discovery

Available business context and willingness to discuss financials, expectations, and the valuation process.

What your program includes

A dedicated process.
Clear responsibilities.

Scope, qualification criteria, and territory are agreed before outreach begins.

01

Set up the right search

Define territory, industries, business size, exclusions, qualification criteria, and approved messaging.

02

Run the outreach

Research target businesses, contact owners by phone and email, and record initial interest and fit.

03

Prepare the handoff

Share available business context, motivation, timing, conversation notes, and the agreed next step.

04

Maintain visibility

Report outreach activity, owner responses, opportunity status, and owners requiring future follow-up.

One broker per agreed territory

A focused market for your brokerage.

OME’s territory model is built around one broker per agreed territory. Geography, target segment, exclusions, and reservation period are defined in the engagement before launch.

Discuss your territory →
Your brokerage brings

Capacity for new engagements, prompt owner follow-up, a clear discovery process, and feedback on introductions.

Agreed before launch

Program fees, activation scope, launch schedule, reporting cadence, qualification criteria, and how mismatched opportunities are reviewed.

Your OME contact

Built around the
broker’s next conversation.

Connect with Branden Miller to discuss your brokerage’s territory, ideal seller profile, and prospecting priorities. Your strategy call is an opportunity to assess how OME could support your seller pipeline.

The principle is simple: give the broker enough context to make the next conversation productive.

Branden Miller OME · SynergiFlow Business Advisors
A practical fit check

Is OME right
for your brokerage?

✓
You know the businesses you want to represent.

A defined market helps focus research and qualification.

✓
You have room for new seller relationships.

You can follow up and run a useful discovery conversation.

✓
You want a consistent prospecting process.

You understand that signed listings require trust, fit, and ongoing work.

Before we talk

Good questions.
Clear answers.

Know what OME does, and where your brokerage takes the lead.

What is the Deal Readiness Index?

The DRI is OME’s framework for qualifying business owners. It structures the review of business fit, owner motivation, indicative exit timing, and readiness for the next broker conversation. It helps prioritise follow-up; it is not a valuation or a guarantee that an owner will sell.

Who is OME a good fit for?

Independent brokers and brokerage teams with a defined market, capacity for new seller engagements, and a reliable discovery and follow-up process.

Are the owners ready to sell immediately?

Readiness varies. Some are considering a sale now; others are exploring valuation or succession. Their stated position is included in the handoff so you can approach the conversation appropriately.

Do you guarantee listings or completed deals?

No. The monthly conversation target is not a guarantee. Engagements and transactions depend on business quality, owner readiness, valuation expectations, buyer demand, and your brokerage’s execution.

How soon does outreach begin?

We agree on a launch schedule during onboarding. Research and outreach begin after targeting, messaging, and required setup are approved. Timing of qualified conversations varies by market.

What happens to owners who aren’t ready yet?

Where appropriate, they enter a follow-up process based on their interest and expected timing. This helps develop future opportunities alongside current conversations.

What if an opportunity does not fit?

We agree on qualification criteria before launch and use your feedback to review introductions against that scope. The agreement sets out how mismatches are handled. A conversation is not a promise of a listing or a completed sale.

What does the program cost?

OME is a paid monthly service with an activation fee. We discuss scope and fees on the strategy call, then set out the engagement terms in writing before work begins.

Let’s talk territory

Leave with a clearer
plan for your
seller pipeline.

In 30 minutes, we’ll review your territory, ideal seller profile, and prospecting priorities—and assess whether OME is a fit.

For business brokers and brokerage teams.

YOUR OME STRATEGY CALL

Let’s map your next opportunity.

A focused 30-minute conversation about your territory, target businesses, and seller pipeline.

  • Review your ideal seller profile
  • Discuss your prospecting priorities
  • Explore whether OME fits your brokerage
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