Action Academy | Millionaire Mentorship For Your Life & Business STEAL This Off-Market Deal Finding Strategy To 3X Your Small Businesses Deal Flow
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Feb 26, 2026 A deep dive into off-market deal sourcing and a two-track approach that trades time for money. Practical outreach tactics using data tools, email and SMS drips, and CRM tricks to scale pipelines. Creative offer structures and anchoring to make one option stand out. Strategies for targeting recurring-revenue, low-capex businesses and planning roll-ups for growth.
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Separate Sourcing From Underwriting Bottlenecks
- Insight: Deal sourcing and underwriting are distinct bottlenecks in acquisitions.
- Brian and Cody separate stages: clarity, deal flow, underwriting, LOI, diligence, then closing to identify where to improve.
Be Personal When Reaching Owners
- Do personalize outreach to owners with human stories and photos rather than corporate-sounding messages.
- Cody sends picture emails (him and his wife), simple SMS follow-ups, then a team member pre-qualifies responders before setting meetings.
Vet Leads Fast Then Meet Sellers In Person
- Do pre-qualify and disqualify quickly on discovery calls to avoid wasting time.
- Cody's team has a VA vet leads, then he meets selected sellers in person to confirm timeline, structure preferences, and next steps like NDA and financial requests.