Broker intro & outreach scripts
First-contact email, follow-up, and phone script that make brokers take you seriously and send you better deals.
When to use it: Module 3 (Sourcing). Use after your buy box is written — every script references it, because specific buyers get better deal flow.
Brokers rank buyers in seconds: proof of funds, a specific buy box, and responsiveness. These scripts signal all three. Replace every [bracket] before sending.
First-contact email
Subject: Buyer for [industry] businesses in [region] — $[X] committed Hi [Broker first name], I'm an individual buyer acquiring one [industry] business in [region] in the next [6–12] months. My criteria: - Asking price: $[400k]–$[1.2M] - SDE: $[150k]+ with a diversified customer base - [Industry specifics, e.g. "service contracts preferred"] I have $[X] in committed capital, [SBA pre-qualification / lender relationship] in place, and I can review a CIM and respond within 48 hours. If anything current fits — or is coming to market soon — I'd welcome the chance to sign your NDA. Either way, I'd appreciate being on your buyer list for this profile. [Full name] [Phone] · [Email]
One-week follow-up
Subject: Re: Buyer for [industry] businesses in [region] Hi [Broker first name], Following up on my note last week. Still actively looking — same criteria, same timeline. Two quick questions: 1. Do you have anything now, or expected in the next 60 days, that fits? 2. Is there a colleague in your office who covers [region/industry] I should also talk to? Happy to jump on a 10-minute call: [two time windows]. [Full name]
Phone script (first call)
Opening: "Thanks for taking the call — I'll keep it short. I'm buying one [industry] business in [region], $[price range], and I wanted to introduce myself so you know exactly what to send me." Have ready: - Your buy box in one sentence. - Capital and financing status in one sentence. - Timeline in one sentence. Ask before hanging up: 1. "What do you have now — or coming — that's close?" 2. "What makes a buyer easy for you to work with?" 3. "Who else should I be talking to?" Close: "I respond to CIMs within 48 hours. What's the fastest way to get on your list?"
Put it to work
The free Academy pairs each template with a module, a working tool, and a saved artifact — readiness, buy box, screens, and the rest of the source-to-decision loop.
Educational material only — not legal, lending, tax, or investment advice. Have your attorney, CPA, and lender review anything you sign or send.