WSI World

We help Medium size companies to use their websites to generate more and betters leads by: 1. Having an updated and professional website (Technology) 2. Position the website at the top of the search engines (Traffic) 3. Moving the visitors within their buying process from visitors to qualified prospects (Conversion) 4. Using Web Analytics to measure and monitor the achievement of business goals (Continuous Improvement)

WSI is one of the largest digital marketing agencies in the world with over 1,000 offices in 81 countries.
We provide digital marketing consulting and services in Toronto and the GTA. Online marketing strategy, web development, SEO, social media strategy.

Digital Marketing Consultant _Lead Generation Specialist

PINK.MARKETING1

Founded Pink. Marketing just days before the COVID-19 pandemic. 
Recognized the importance of operating in a digital world and provided clients working from home with cost-effective digital marketing services. Achieved an average of 300% ROI on all campaigns and generated qualified leads.
- Implemented Copywriting Techniques  for Designing Landing pages tailored to Clients Audience 
- Build and Automated client onboarding process using AI technology
- Managed the team  for integrating, designing, testing, deploying and supporting AI Technologies

Managing Director Sales and inbound Leads 

ParsHealth

Aria healthcare is one of the  holdings in the Middle east in the health industry, with multiple hospitals, drugstores and Dialysis centres in Iran. 
I helped them to : 
Optimized client social channels and sales funnels by engineering digital strategies and leveraging data. Successfully trained and worked alongside the in-house marketing department to conceptualize a marketing strategy for future marketing campaigns.
-Responsible for the development and execution of all sales strategies on all online and offline properties to increase the costumers retention. 
-Implemented strategies  for  sales , marketing and technical support team covering multiple Dialysis market .

Director Of Sales And Business Development

Babyope(E-commerce Store ) 

Built the entire marketing and sales infrastructure for the e-commerce brand, Babyope.  Positioned, based on a competitor analysis to produce an ROI of 200%

Sales And Marketing Specialist

Parsi Student Care Centre

Designed the bilingual FB Fan Page to educate students and parents. Drove social media initiatives to increase product visibility and market performance.

Responsible for developing the overall marketing digital channel strategy in collaboration with the line of business for the clients 
Drove social media initiatives to increase product visibility and market performance.
Analyzed and reported social media presence, engagement, and effectiveness on all platforms. 
- responsible for overall strategy for technology , operations , communications , and transition to cloud for the client .

Lead Generation Specialist

(FT Group, Inc.)

Defined market areas, identifying local customer patterns and client opportunities.
Built consumer behaviour models for real estate agents looking for real estate investment opportunities. Drove traffic to the listing profiles with relevant real estate marketing campaigns. Analyzed campaign performance data to create an automated lead generation system. Coordinated the investment of more than $2.5M in funds into real estate properties and generated multiple passive income sources for the company.

Market Research Manager

The Digital Growth Strategist || Crafting Tailored Marketing Solutions for Guaranteed Results || Follow for Strategies That Actually Work || Agency Owner

🚀 Navigating the digital cosmos for 6+ years, I've been the captain behind the marketing wheel, steering DTC brands and business owners through the nebula of online presence. At the helm of an agency that's not only Google's Top 1% Premier Partner but also a trophy-holder of multiple WMA WebAwards, we've launched campaigns that break orbit and achieve stellar sales.


At my digital marketing agency, we specialize in helping eCommerce stores and business owners maximize their online sales and marketing efforts. 

🛠️ Whether crafting a site that's a digital fortress or launching ads that stick like glue in people’s minds, we're about making digital waves. With a sprinkle of SEO magic and a dash of content creativity, we make sure when people are searching, they find you first.

Also : 

I help eCommerce stores grow their online presence through a range of services, including search engine optimization, social media marketing, and email marketing.

 With experience across different global markets, I am uniquely poised to customize digital marketing solutions for businesses across industries and audiences. I am committed to helping local businesses grow and expand their reach beyond the GTA. Analytical and hardworking, I can better optimize marketing campaigns. 

Expert in eCommerce Digital Marketing

I help my clients: 
- Generate ever-flowing leads in their business
- Build funnels to automate marketing systems
- Scale your income and free up time to do more of what you love 
- Helping eCommerce Stores Maximize Their Online Presence


My ultimate goal is to drive measurable results for my clients and help them reach their business objectives.

I would be happy to review your needs and offer you a solution; I welcome you to connect with me on LinkedIn.


📈 Ready for a growth graph that looks like it’s been hit by a lightning bolt of success? If you’re a visionary business owner or a marketing manager with a fire for market dominance, let’s ignite that spark. 

Drop me a message 📩 and let’s turbocharge your brand together.

 It’s not just about growth; it’s about a legacy. 


Let's make yours.

Amir ( Erfan ) Fattahi

Selling feels heavy when we make it about us.

But when we make it about them; their real challenges, frustrations, and goals, everything changes.

The moment you stop pushing offers and start offering solutions, you shift from being a salesperson to a trusted partner. Clients lean in. Conversations open up. And suddenly, you're not chasing sales. You're building relationships.

It all starts with one simple mindset shift:
Stop Selling. Start Solving.

If you're stuck in pitch mode, maybe it's time to listen differently.

The answers are usually hidden in what your clients aren’t saying out loud.

Let’s talk about what really works.


#AmirFattahi #LinkedInforBusiness #DigitalMarketing #DigitalGrowth

Amir  Fattahi

Building predictable revenue engines for clinics & service-based businesses—through systems, funnels, and long-game strategy.

Attention spans are shrinking, but engagement isn’t dead.
Your audience is still watching, still scrolling, still searching.

They’re just tuning out what doesn’t connect.
And in a world full of noise, connection is everything.

The real challenge?

Creating content that holds attention from the first second to the last.
Swipe through to explore:
• What’s changed in attention economy
• Why engagement needs trust, not tricks
• How to earn scroll-stopping moments

Want your brand to stay relevant and remembered?

Send me a message with “ENGAGE” and let’s make it happen.


#AmirFattahi #ContentStrategy #AudienceEngagement #MarketingLeadership

Inboundealz

The hard fact! Nobody cares about you.

This is the first, and the most important marketing lesson should learn.

Business Owners only care about WHAT'S IN IT FOR THEM.

Regardless of your ideal client’s Industry focus or niche, level of expertise, or company size - until business owners believe you can actually SOLVE their problems, you're just a number.

One more business broker. One more advisor. Whatever.

Not an expert they'd ask for advice, listen to what you have to say, or someone they'd PICKED.

And that's costing you money. Big time.

Despite all of your marketing efforts, you're still stuck in the same place -

struggling with converting business owner prospects to clients, having no idea which words to say to hook your Ideal Client, or how to communicate all the benefits your brokerage service offers.

Your Brand Authority is WEAK.

The thing is — when you manage to build your Brand Authority, not only do you attract business owner clients, but you attract the RIGHT ones, get paid what you deserve, and do things AS YOU BELIEVE they should be done.

You become the DEFAULT option for your Ideal Client whether you focus on small transaction deals in the Mainstreet market or on bigger transactions.

The question is - how to get there?

Leave it to us.


Here's what we'll do for you:

▪️AUTHORITY WRITING (We do all the heavy lifting for you by writing persuasive LinkedIn Profiles, Websites, Sales Pages,  Landing Pages, Content Writing, and Email Nurturing Drip Campaigns.)

▪️CORE MARKETING ACTIVITIES PLAYBOOK (A done for you core marketing playbook using content marketing, LinkedIn personal brand authority, and Lead management with capturing, qualifying, nurturing, and finally converting business owners to clients.)


Are you ready to master your messaging, take control of your Brand, and become the FIRST option in your Ideal Client's mind?

👉🏼 Shoot me a DM, or head over to my Featured section & check out our Offer.

See you on the other side.

Vetted Sell-Side Deals Done Right For You | Conversion Marketing At Inboundealz

BizNexus

Do you have that smart leader who’s always challenging your work?

I have one (Adam Ray), and sometimes I want to rebel against him even when he’s praising what I do.

- Ray (I also have his last name as my first name to add more to the confusion,) you basically don’t know how to write.
- What do you mean? I do content enrichment, SEO, and capture leads, right?
- Right, but when you’re writing a post, there’s no pitching, negotiation, closing, call structure — any of this regular stuff. There’s just education. The ideal client doesn’t usually go that smoothly.

- I do get traffic from Google, don’t I?
- You sure do. The thing is, you convert them through your copy & content before they even jump on a call with our team. The call is just a formality. (Which is awesome by the way.)
- Aha. Thanks.
- Aaand… there’s one more thing that makes your content convert easy.
- What?

- You have managed to build our Brand Authority.
- Brand Authority?
- Think of Transworld — business owners thinking of selling or buying a business are more likely to contact a broker who works at Transworld, by not comparing the broker with other brokerage brands and haggling over the price. That’s Brand Authority.
- True.
- You basically made BizNexus go from commodity to Authority in LESS THAN A YEAR. Have you ever thought about doing it for your clients?


This last one was a lightbulb moment for me.

Now, I’ve always wanted to be a content marketer.

But I realized that all my clients need more than great copy.


Let’s face it — all business brokers want to get people to:

▪️Read what they write,

▪️Listen to what they say,

▪️Understand what they bring to the table,

▪️Trust their advice, and

▪️FEEL CONFIDENT that they can solve their problems.


Yet, most don’t have the NECESSARY TOOLS to deliver the RIGHT MESSAGE across the whole Marketing Funnel.

That’s how Inboundealz (A Business Broker Marketing Service)  was born.

Content Specialist

social4ps

If you’ve read this far, you are probably wondering how I started this remote model marketing service for entrepreneurs in the construction industry located in Australia. 

See, being a remote work freak is the other part of me.

And when I say freak, I mean FREAK.

Every day I go to a co-working space, network, and meet digital marketing professionals. Recruit freelancers for side-line jobs that my clients need, even if the freelancer is located on a different island, and my calendar says when I need to manage a pool of remote digital marketing freelancers from start to finish…

...Yeah, I know.

But you must admit it's not a bad idea to turn that madness (read skill) into a business.

So while I was still figuring out how to turn a sideline hustle into a business, I started my own company managing digital marketing remote teams for construction business owners based in Sydney, Australia.

Often called a “Marketing Islander” by my clients, I really enjoyed my job.

However, I've been in love with marketing since I was a kid.

One day I decided to focus all my efforts on mastering the art and science of Marketing.

So I did.

And I won’t lie – turning my passion into a business felt incredibly good.

I felt like I finally came back to my true self.


So, how does being a "Marketing Islander" make me a better Business Owner than I am today?

1. I stick to my words. Regardless of who you are.

2. I respect what we've agreed on. Even when circumstances change.

3. I do what I say. And I do it well.

Managing Director -  Head Of Remote Marketing

Business Brokers: "STOP STRUGGLING" with Growing Your Deal Pipeline. "START OPTIMIZING" your "DEAL FLOW" funnel | Conversion Marketing Powered By Organic Content Strategy

There are only two ways business brokers get business owners as clients:

1. Reach out to them.
2. Get them to reach out to You.

Most business brokers, mergers & acquisitions (M&A) advisors, or intermediaries fall into the first category.

Even if you're very good at what you do, your prospects (business owners) are NOT CONFIDENT you can solve their problems.

Heck, they even have no idea who you are, or what you bring to the table.

Your Brand Authority (personal branding)  is WEAK.

As a result, you're wasting thousands of dollars on marketing, sending tons of cold messages just to convert a single business owner prospect, and constantly worrying about where the next business-for-sale client will come from.

Best case scenario - you get a client through referrals.

On top of that, you're probably struggling to communicate the REAL VALUE of your offer.

"What goes on my website? How do I stand out? What should I post? Where?"


Now, imagine your Brand being seen as an Authority Figure in your Industry.

Client acquisitions happen, but it doesn't feel like selling at all, it's more of a casual chat.

Business Owner Clients are reaching out to YOU on a daily basis, and your only worry is how to support ALL THAT DEMAND.

You're in a position of POWER.

"How the hell am I going to get to that stage?", I hear you asking.

This is where we jump in.


Here's what you'll get:

▪️AUTHORITY WRITING (We do all the heavy lifting for you by writing persuasive LinkedIn Profiles, Websites, Sales Pages,  Landing Pages, Content Writing, and Email Nurturing Drip Campaigns.)

▪️LINKEDIN AUTHORITY DONE FOR YOU (We apply the same strategy that got Rogerson Business Services from 500 to 2.5k followers in 12 months while averaging 1 Business Inquiry PER DAY.)

▪️CORE MARKETING ACTIVITIES PLAYBOOK (A done for your core marketing playbook using content marketing, LinkedIn personal brand authority, and Lead management with capturing, qualifying, nurturing, and finally converting business owners to clients.)


...And all of that with a 100% MONEY-BACK GUARANTEE.

If you think we're not good enough, there's no need to explain. You get your money back IMMEDIATELY.


Now, are you serious about building your business brokerage Authority Online?

Let's make it happen.

👉🏼 Shoot me a DM, or head over to my Featured section & check out our Offer.

I'll see you at the top!

Ramy Ghaly

17 Pieces of Practical Deal Origination Advice for M&A Advisors Going Into 2026


(1) You’re taking too long to publish advice. Ship the insight on the exit readiness trap you just saw. Then iterate.

(2) Go hard on LinkedIn. It’s the B2B-oriented channel with the most predictable growth for reaching business owners. Traditional cold calling is volatile and hard to scale.

(3) There’s no magic cadence. What is the maximum cadence you can follow while providing real, actionable value (not just deal announcements) and not burning out? Follow that.

(4) Don’t be too sales-oriented in your content. "Hire me to sell your business" is desperate and not engaging. Lead with education.

(5) But give semi-regular CTAs. LinkedIn is great for driving discovery calls and moving qualified sellers deeper in your funnel.

(6) Please stop doing those automated ChatGPT comments. Any sophisticated seller can tell they’re generic. They signal low effort and are a negative mark on your personal brand.

(7) Approvals by committee butcher authority. You don’t need 17 revisions from the whole practice for a one-page Seller Readiness Checklist. Trust your lead advisor's judgment.

(8) Sellers are viewing your content in-feed. They rarely scroll deep into your profile. Make sure the first three lines of every post deliver immense, actionable value.

(9) Ideate the topic (pain point) and the hook before writing anything else. Great expertise often gets buried because the headline is boring.

(10) Junior analysts aren't the best people to handle your lead origination social presence. Dedicate a senior advisor's time to high-value thought leadership or hire a specialist when it's time to scale.

I'm running out of space here (damn character limit), so let me know if you want the other 7 pieces of advice in the comments!
__________
Which piece of advice do you think M&A firms struggle with the most today?

Content Strategist for M&A Advisors | Helping You Write Narratives that Attract $5M+ Founders | Organic Deal Flow Strategy & Copywriting

Here is how you are self-sabotaging your reach 

(The M&A Content Roast)
Your deal flow analysis is failing. 
→ It’s not the data. 
→ It’s the delivery. 

You are posting like a compliance officer, not a dealmaker. 
↳ The algorithm is filtering you out.

1. The Unicode Suicide. 
Stop bolding keywords with third-party generators. 
↳ The AI sees mathematical symbols, not text. You are writing invisible ink for 360Brew.

2. The Penalty Box Links in the body text kill reach. 
The algorithm flags it as "transactional" and throttles you by 80%. 
↳ Move the PDF link to the comments.

3. Burying the Lead. 
Stop starting with "macroeconomic headwinds." 
↳ We all read the news. Lead with the unique insight for founders, not the textbook definition.

Welcome to The M&A Content Roast, your essential Sunday newsletter where we dissect and rebuild the LinkedIn posts of M&A professionals. Our mission i

Open article: THE "UNICODE TRAP" EXPOSED: Why That "Fancy" Font Just Nuked Your LinkedIn Ranking by Ramy Ghaly • 7 min read

THE "UNICODE TRAP" EXPOSED: Why That "Fancy" Font Just Nuked Your LinkedIn Ranking

The "Semantic Register" Crash.
(The C-Suite Content Roast)
Your tax strategy is genius.
→ It’s not the math.
→ It’s the delivery.

You are prioritizing shock value over semantic richness.
↳ The algorithm is filtering you out.

1. The "Engagement Bait" Trap.
Stop opening with "STOP! Consider this."
↳ The Gating Mechanism flags generic commands as spam. You are suppressed before they read the date.

2. The Mobile Wall.
Stop burying complex logic in dense paragraphs.
↳ 72% of users are on mobile. "Walls of text" kill Dwell Time. The AI assumes you lack clarity.

3. The Authority Mismatch.
Stop saying "Pretty wild stuff" if you advise $400M exits.
↳ This breaks Profile Symbiosis. If you speak like a YouTuber, the algorithm won't show you to CEOs.

4. The Beggar's CTA.
Stop ending with "Put them in the chat."
↳ The algorithm suppresses creators who fish for comments. Command a dialogue instead.

The Fix:
Stop posting for clicks.
Start posting for clients.

Open article: THE TEARDOWN: Why Your "Casual" Tone is Bankrupting Your Authority by Ramy Ghaly • 10 min read

THE TEARDOWN: Why Your "Casual" Tone is Bankrupting Your Authority

I Give Away My Best M&A Advice for Free. Am I Worried? Nope.


This is a sample post that can go on your (personal profile) feeds: 
____

Two months ago, I was advising a seller who asked me for my entire process playbook before signing the mandate. I gave it to him. He signed with a competitor a week later.

Did I worry? Nope. 
↳In fact, here's the philosophy that explains EXACTLY why I will keep giving my best advice away for free.

To set the stage:

→My firm specializes in Exit Readiness & Pre-Sale Structuring.

→We charge a standard retainer and success fee to run the full auction process.

→We give away comprehensive checklists, valuation guides, and readiness frameworks for free on LinkedIn.

The immediate conversion rate from these free guides to signed mandates is often low (maybe 1-2%).

As you can imagine, when a prospect uses my free advice to hire a cheaper competitor, my reaction is... "Well, damn."

We spent weeks developing proprietary frameworks for 
→cleaning up financials, 
→structuring earnouts, 
→and building a compelling buyer narrative, 
→thinking that sellers would immediately recognize the value and pay our full fee for execution.

It turns out, some people will always choose the cheapest option for execution, even if you show them the optimal strategy. Sigh.

My emotional state quickly moved from annoyance back to clarity as I realized the fundamental problem: 
↳They are getting an UNBELIEVABLE amount of value from the free advice, and we need to highlight the INCREMENTAL value of our execution.

So, what do we do?

→Do we stop giving out the free "Ultimate Seller Readiness Checklist" and just charge for the first consultation?

→Do we water down our best advice so that only our clients get the secret sauce?

→Do we try to somehow make our advice confusing so sellers have to hire us?

None of these sound like great options. 
↳They would ruin the trust we are building.

Instead, I decided to focus on making the EXECUTION 
↳(running the controlled auction, 
↳negotiation, 
↳due diligence management) 
so indispensable that they realize the cost of DIY far outweighs our fee.

Why keep giving away the advice?

→I include reasons why they must pay us for execution in every free guide (e.g., "This framework is worthless without a seasoned negotiator").

→I want as many pre-educated sellers to book demos as possible.

→I want the challenge of adding value to the execution phase BEYOND the framework, rather than pulling back value from the advice.

The best M&A firms have a process so sound, people can't stop themselves from referring to them.

I’m trying to do everything I can to speed up that process of trust and authenticity.
__________
Do you charge for your M&A IP, or do you give it away to build authenticity?

End post----
Save
Copy
USE

Be my guest - free test

360Brew approach in writing the perfect LinkedIn post for M&A professionals

Open article: The 360Brew Take-Down: What the Algorithm Hates About Your M&A Post
 by Ramy Ghaly • 6 min read

The 360Brew Take-Down: What the Algorithm Hates About Your M&A Post

90% of successful M&A thought leadership advisors on LinkedIn are actively involved in the market:

→ Work on mandates / with strategic clients.
→ Participate in industry networks and market discussions.
→ Test your valuation and negotiation skills on real deals.
→ Live the demanding, focused life of an M&A advisor.

Have strong, contrarian opinions on market multiples and deal structure.

Then write on LinkedIn about:
↳ Lessons you learned from a difficult Due Diligence process.
↳ Outcomes you drove (e.g., maximizing the earnout structure).
↳ Failures you overcame (e.g., salvaging a deal post-LOI).↳
↳ Emotions you felt (e.g., managing a seller's anxiety).
↳ Specific problems you solved (e.g., fixing messy working capital).
↳ Disciplined steps you took to control the auction.

You ARE the unique deal flow insights.

Write from your Lived Deal Experience.

Easiest, fastest, and most authentic way to attract your next mandate.
__________
What was the most valuable lesson you learned from deals this year?

Infogrpahics showing 90% of successful M&A thought leadership advisors on LinkedIn are actively involved in the market

Why working with an M&A Content Strategist might NOT be for you.


It’s an investment.
Of your time, 
your comfort, 
and your excuses about "not being a marketer."

I didn’t start Inboundealz to sell feel-good LinkedIn advice or generic "hustle" posts.

I started it because I got tired of watching brilliant M&A advisors (professionals who can expertly structure a complex $50M exit) struggle to articulate their value in a simple LinkedIn post.

I’ve seen the gap. 
You know the technical nuance of deals, 
but when you write for prospective sellers, 
it gets lost in translation. 

You end up sounding like just another "listing agent" chasing a commission.

So I built my strategy specifically for advisors ready to own their niche authority, not just rent space in the feed with generic updates.


But let me be clear — my approach isn’t for everyone.

→ If you want to just "post and ghost" with zero engagement strategy, keep scrolling.

→ If you prefer passive consumption of AI-generated fluff over active narrative construction, hire a generic agency.

→ If you want a silver bullet "lead hack" instead of a sustainable organic deal flow engine based on semantic reasoning — this isn’t it.

Because here’s what happens to the advisors who lean in and commit to clarity:

→ They stop chasing low-quality prospects and start attracting sophisticated $5M+ founders.

→ They translate dry technical deal experience into compelling, human-centric narratives that sellers act on.

→ They stop playing the game as a commodity broker and start owning the board as a specialized authority.

That’s what happens when you stop outsourcing your voice to "the system" and start strategically building your own profile symbiosis.

It’s not instant. 
It requires deep work on your messaging.

If you want content designed for vanity metrics, 
my services aren't for you.

But if you’re an M&A professional ready to build actual authority, 
lure in larger deals organically, 
and stop sounding like everyone else?

Then we should talk.

M&A Advisor's Communication Gap: From Broker to Authority 

I never planned to be in M&A.

Now I help build its loudest voices
Ten years ago, I was a self-described "remote work freak," running a marketing service for construction entrepreneurs in Australia from a co-working space halfway across the world (Philippines).

I loved the chaos of managing global freelancers. 
It felt like turning madness into a business. 

But deep down, 
I’ve been obsessed with the art and science of marketing since I was a teenager.

When I decided to focus purely on mastering that craft, 
it felt like coming back to my true self.

That focus led me to the M&A industry 
(After I sold my Remote Marketing Agency) 
into a head-butting contest with a smart leader named Adam Ray at BizNexus.

Follow along as I mention M&A professionals whom I helped...

Then, the lightbulb moment.
↳ Writing narratives that resonate with business owners is my superpower. 

That was the shift.

I realized that most M&A advisors & professionals are incredible at seeing the nuance in a $10M EBITDA business. 

But when they sit down to write a LinkedIn post or an email to a Founder, that expertise gets lost in translation.

They end up sounding like every other "listing agent" chasing a commission.

That gap is why Inboundealz was born.

I am a conversion copywriter and content strategist specifically for the M&A industry. 

My entire 10-year journey has been about learning how to translate technical deal experience into compelling, founder-focused narratives.

In an era of AI-driven algorithms like LinkedIn’s 
360 Brew, generic content is invisible. 

To attract sophisticated sellers of $5M+ enterprises, 
you cannot rely on volume hacks.
↳You must rely on Clarity and Semantic Reasoning.

That is the new mandate for deal flow. 
And it’s a long way from managing construction marketing in Australia remotely from the Philippines.

Founders and Advisors: 
What was the hardest "technical" skill you had to unlearn to become better at marketing your firm? 

Let's discuss in the comments. 👇

P.S. This picture was taken at the Parramatta River, Sydney, Australia, in May 2015 during a client meeting on his boat. (May to August) It's winter for a fun fact.

Ramy (Ray) Ghaly, founder of Inboundealz. Taken at a harbor at Parramatta River, Sydney, Australia.  

Fellow M&A Advisors,

You should be Teachers.
I teach here on LinkedIn and in my client meetings.
It makes me better.

Why?

Every time I explain positioning alignment, prospecting analysis, or the exit readiness lead magnets to an advisor, I hone my own knowledge.

To articulate it simply and clearly, I must understand the subject on multiple, deeper levels myself.

Become a teacher in your niche.
↳It doesn't need to be only on LinkedIn.

→Start a highly focused newsletter on valuation trends.

→Host a weekly Q&A call for junior associates.

→Create short video explainers on Due Diligence pitfalls.

→Write clear internal process documents for your firm.

Thought leadership isn't merely for building an audience of sellers.
↳It's also for building yourself into an indispensable expert.
__________
Where do you currently share your M&A knowledge (and sharpen your saw)?

The $10 Million Mistake: Treating M&A like Admin Work.


That's the invisible cost of relying on outdated business brokerage tactics—treating a complex strategic exit like a document submission exercise.

I’m talking about the low-effort approach:

→Writing a generic CIM using old templates.
→Mass-blasting an email to a general, unqualified buyer list.
→Waiting for the "right" buyer to call you.

The LinkedIn 360Brew algorithm flags low-value, transactional content, and so do savvy business owners. They need to see expertise, not an admin checklist.


The Truth About Deal-Making
↳M&A isn't about paperwork; it's about engineering an outcome. It’s a sophisticated process that rewards systemic control over random chance.

It requires four non-negotiable pillars:

1. Strategic Positioning: Understanding the narrative behind the financial numbers, not just the numbers themselves.


2. Psychology: Managing the emotional drivers for the seller’s exit and understanding the buyer’s deep-seated skepticism.


3. Competitive Tension: Orchestrating a controlled auction environment to maximize leverage and valuation.


4. Clarity of Thought: Our entire process is built to filter out the "tire-kickers" and focus only on qualified, high-intent buyers.

A successful exit is never an accident. It is a system built on process, preparation, and control.

Final Question to the M&A advisors and professionals:
↳When you manage a deal process, what is the single most critical step you use to ensure you are controlling the auction, rather than the auction controlling you?

Comment below. Let’s discuss the strategy, not the spreadsheets.
__________
P.S. Do you want thought leadership LinkedIn posts like this to go on your feed?

12 months ago, I was chasing the 70-hour week. And I hated it.


Now, I run a profitable, focused M&A advisory firm. I have control over my deal flow. I work with clients I genuinely respect.

That. Blows. My. Damn. Mind.
Because just a year ago, I was afraid of leaving the Bulge Bracket comfort.

I was afraid of what my colleagues and friends would think.
"Is John okay?"
"Has he lost his mind leaving that bonus?"
"What happened to the guy who was on the partner track?"

Because stepping away from the herd is terrifying.
→ Quitting the "prestigious" firm.
→ Saying no to a massive, low-margin client.
→ Sitting at home building a niche firm for a year.
→ Sharing openly that leverage and lifestyle matter more than AUM.

But doing that taught me something most M&A professionals don't want to admit:
We're all sheep.

Whether we like it or not.

The industry tricks us into following the same path:
→ Get the fancy MBA.
→ Land the big bank job.
→ Buy the multi-million dollar house.
→ Lease the shiny Porsche.

And we convince ourselves that's the dream of the Savvy Advisor.
But in the process?

We lose our focus.

We build a practice that looks good on the outside.

But feels empty on the inside, serving only the firm's P&L.

We trap ourselves in a lifestyle we can only sustain by grinding endlessly.

And slowly, we forget how to listen to what a truly successful practice looks like.

That’s why you'll notice the happiest advisors are the ones who stepped away from the corporate track.

They did what they wanted.

Not what was expected of their title.

So if you’re early in your M&A career. Listen closely:
You have a choice.
You can follow the herd…
Build a client list you can’t fully serve…
And spend your life trying to keep up with the big brand…

Or you can build something for you.
Not for status.
Not for the name on the door.

But for freedom and control.

→ A life where focus isn’t sacrificed for volume.
→ A life where you decide what a successful deal is.
→ A life where your family gets the real you (not what’s left of you after the 90-hour close).

You only get one shot at building your practice.
Don’t waste it chasing someone else’s definition of M&A success.
__________
Are you building a practice for status or for freedom?

I learned this at 7

Still doing it at 50

Happy weekend 
__________
What is that thing you learned at an early age and it stuck with you till now?

The "Narrative Gap" costing Health Service Founders millions.

(M&A Advisors)
Most brokers look at a $5M multi-location clinic and see a spreadsheet. They see EBITDA. They see staffing ratios. They see rent rolls.

But they miss the story.

And in the non-medical health space, where value is tied to patient trust and staff retention, missing the story destroys the valuation.

I’ve reviewed hundreds of Confidential Information Memorandums (CIMs). The "average" listing agent creates a generic brochure.

Here is the difference between a "Listing Agent" and a true M&A Advisor:

1. The "Why" vs. The "What" Average agents list your equipment. Smart advisors explain why your patient churn is 15% lower than the industry average. That isn't a stat; that’s your intellectual property.

2. The Skeptical Eye I read financial statements like a forensic accountant before we go to market. Why? Because a buyer’s due diligence team will act like a courtroom prosecutor. If I don't cross-examine your P&L now, they will crush your price later.

3. The Art of the Narrative You built a culture that keeps caregivers for 5+ years in an industry that burns them out in 9 months. If your broker can’t write compelling copy to translate that "soft skill" into "hard value," you are leaving money on the table.

Clarity = confidence. 
Confidence closes deals.

If you are eyeing an exit in 2026, ask yourself: 
↳ Is your advisor just listing your assets, or are they translating your life's work into a business case?
__________
Founders: What is the one "intangible" asset in your business that you are terrified a buyer won't understand? Let’s discuss below. ⬇️

Infographics about bridging the narrative gap: Valuing health services businesses. A comparison between a listing agent and an M&A advisor. 

M&A Advisors: Stop pitching "maximum multiples" to founders in the 4th quarter of their career.
They don't care about your spreadsheet yet. 
They care about their legacy.

Meet "Bill." He’s 62. He built a $15M revenue manufacturing business over 30 years. He’s tired, but his business is his identity. He's thinking about life after the exit, his employees, and what he leaves behind.

If you approach Bill with a transactional hook, you lose.
Here is the exact same outreach, written two ways.

"Bill, valuations in manufacturing are peaking. We just sold a competitor for 7x EBITDA. We should go to market now to capitalize before the window closes. Are you free Tuesday to discuss maximizing your exit?"

Why it fails: 
It’s pressurized, generic, and treats Bill’s life work as a commodity trade. It signals you are looking for a commission, not a relationship.

"Bill, after 30 years, you’ve built more than just cash flow. You’ve built a legacy. The hardest part of an exit at this stage isn't usually the valuation (it's ensuring the culture and team you built survive the transition). How are you preparing the business to thrive without you?"

Why it wins: 
It validates his 4th-quarter mindset (legacy vs. money). It leads with empathy and focuses on his transition challenges, not your desire to sell.

To win mandates with sophisticated sellers, 
you must flip the script.

Ditch the transactional pitch. 
Welcome the founder-first story.
__________
If you’re an M&A professional tired of sounding like a commodity broker and ready to master narratives that attract $5M+ founders...

Let's talk strategy.

From Transaction to Transition: How to win the legacy founder 

A lot of M&A Advisors and Boutique Firm Owners overcomplicate their seller origination strategy on LinkedIn.
The simple formula?

→Use LinkedIn consistently.
→Post authority content from your Lead Advisor’s account (the named principal).
→Supplement with occasional posts from the firm's account (deal announcements).

Cool. 
↳But what do you post from the lead advisor's account to attract the most qualified, $10M+ sellers and get in front of decision-makers?

Here's a breakdown of 5 proven content formats you can build your Deal Origination strategy around.

TLDR:

→Deal-Related Personal Lessons: What you learned from a recent failure or success.
→Niche-Specific Valuations: Breakdowns of a specific industry's pricing (e.g., MSPs, Pharma).
→Frameworks & Checklists: The 7 steps to exit readiness or the 4 types of buyers.
→Broader Entrepreneurial Stories: Relatable challenges of scaling or selling a business.
→Client Success Stories (Anonymized): The before and after of a business sale.

More depth on creating these posts can be done with you or for you. [DM]

♻️ Share this post with a fellow advisor who needs to attract more sellers.
__________
Which of these 5 formats do you find most effective for attracting new mandates?

5 proven formats to attract qualified business sellers on LinkedIn 

The Power of Anecdotes Over Jargon

M&A Advisors (Super Power)

I came across this example of an M&A Advisor who grew their deal flow to $25M+ in mandates using extreme transparency and short, sharp Anecdotes as a pillar of their strategy.

This advisor is a great example of a boutique firm using Relatable Pain Points and Zero Corporate Jargon to increase visibility and unlock origination from quality sellers.

Why Anecdotal Transparency works (even in M&A):

↳You can test and iterate rapidly. Posting a quick, anonymized story about a Due Diligence nightmare takes five minutes. If it doesn't 'hit,' zero cost. Just move on to the next pain point.

↳They are great for highlighting customer pain points. An anecdote about a seller's messy P&L (without naming names) instantly attracts other sellers who are struggling with the exact same issue.

↳They are platform native. They break the corporate press-release mold and are a type of content people actually stop scrolling for. When paired with a strategic follow-up, they are a great way to draw attention to your solution.

Does every M&A firm need to share raw stories and use a light tone? 
↳No. Many shouldn't.

Is transparency the only way to build authenticity on LinkedIn? 
↳Also no.

But can it be a lever to pull if your goal is to stand out from the generic "market update" crowd and attract sellers who are looking for a real partner? 
↳Absolutely.
__________
What's one unconventional content format you've seen successfully attract mandates?

The power of anecdotal transparency for M&A advisors on LinkedIn 

The Proof That Your Firm Page Is Failing


There’s a simple reason why the most successful Deal Announcements and Thought Leadership posts come from your personal profile—not the company page.

Just look at the typical engagement numbers (it's wild):

The company page gets less than 1% of the relevant engagement that your personal profile gets on the exact same post.

People want to follow, engage with, and hire other people. 
↳They don't hire logos.

Takeaway: 

If you have an important announcement (deal closing, new service offering, market insight) coming out, plan to distribute it from your personal LinkedIn profile.

This is especially true if you're a boutique or middle-market firm without the name recognition of a global investment bank. 

They could probably get away with just using the brand account for major announcements—your firm probably can’t.

Principal-led content isn't ‘new,’ but I predict it will only continue to pick up as the best engagement source.
__________
Do you see better engagement results from your personal profile or your firm page?

Why do $20M+ revenue founders scroll past your content?


Because you are posting like a risk-averse compliance officer, 
not a dealmaker.

Your network wants unique deal insights, 
but you’re feeding them formatted boredom. 

If you want to attract sophisticated sellers, 
you have to stop sounding like a commodity broker.

The Compliance Officer Playbook (How to fail):

Buries the Insight: 
→ You start every post with three sentences of generic economic news before getting to the point. By then, the founder has moved on.

You're trying too Hard to look "Professional": 
→ You use third-party bolding tools that mess up the text formatting, looking desperate for attention rather than authoritative.

Treats Content like a Brochure: 
→ You drop PDF links directly in the post body, signaling "I want to take you off-platform" rather than "I want to engage here."
__________
The algorithm favors authentic engagement, 
not stiff broadcasting. 

→ Stop posting for compliance. 
→ Start posting for deal flow.

"That’s just not how it's done in investment banking."


I hear this constantly when I advise M&A teams on 
adopting founder-first content narratives.

They want their content to sound like their competitors 
because it feels "professional."

But to a founder looking to exit, 
sounding like everyone else looks a lot like mediocrity.

If you market your firm using the same tired playbook as every other generalist broker, don't be surprised when you fail to attract premium mandates.

The best founders are looking for advisors who challenge assumptions, 
not ones who hide behind them.

Your content needs to demonstrate that you don't just follow the market
(you make the market for their business).

Stop prioritizing industry politeness over marketing effectiveness. 
Let your competitors be the quiet ones.

The biggest mistake I see M&A firms make in their founder-facing content:

Confusing "being polite" with "being effective."
I was recently auditing a mid-market firm's content strategy. 
Their biggest fear was rocking the boat.

Client: "Our sector has always relied on quiet networks. 
Our marketing needs to reflect that tradition.

" Me: "Tradition doesn't attract innovators."

Founders who build valuable, sellable assets are bold. 
They take risks. 
They break norms.

When they look for an intermediary to handle their life's work, 
they aren't looking for the most "polite" person in the room. 

They are looking for the advisor who commands attention 
and can create real competitive tension.

Your content needs to signal that you have 
the stomach to lead an aggressive process.

If your marketing plays it safe, 
smart founders will assume your deal process will too.

taplio

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The Battle

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