We generate leads, build referral networks, and run the systems that power both — so you can focus your time where it matters most: building relationships and closing deals.
Serving Business Brokers, M&A Advisors, and M&A Firms.
Book a Discovery CallSound familiar?
"I keep losing deals. Most people tell me they're already working with someone."
"We've got four listings sitting for 6 months. I can't find serious buyers."
"Our best deals come from CPA referrals. But I only know two."
"We lost two deals last quarter to slipped follow-ups."
"We're spending too much time clicking in the CRM, not developing deals."
"We're relying on spreadsheets to manage our database, there has to be a better way."
The math is brutal. By the time owners reach you, they've already decided.1 Salespeople spend just 25% of their hours actually selling2 — and 78% of them miss quota.3
We do the work in between. You close.
Pick the one that matters most.
We find business owners ready to exit — and reach them before they list with someone else. Our lists are built from intent signals, not databases, and a 5-minute response to a high-intent inquiry is 21× more effective than a 30-minute reply.5 We make sure you reach the right people and keep follow-up from slipping behind.
The buyer pool is shifting fast: Millennials and Gen Z now account for 45% of search funders and buyers.6 These new buyers submit LOIs within hours of receiving information,8 which means quality listings move in days. We reach interested buyers at-scale, before your inventory goes stale.
Before owners call you, they call their CPA9 — and those professional referrals convert higher than any other source.10 Broker-CPA-attorney relationships are the secret engines that create new deals.11 We get you in front of the right professionals, systematically — the relationship is yours to build from there.
Pipelines leak. Salespeople spend just 25% of their hours actually selling,2 and research finds nearly two full days a week are lost to admin alone.12 We replace the broken system with one that moves — so listings progress, buyers don't wait, and your team spends more time on the calls that close.
The retainer pays for itself before month two.
Strategy, setup, management — all included. You work the calendar.
We audit your market, identify your highest-value targets, and map the intent signals that indicate readiness.15 Every list we build is signal-led — never demographic spray.
We stand up clean sending infrastructure, warm your domains, and configure LinkedIn targeting for your specific audience. Every message uses AI-personalized copy at scale — no merge fields, no templates, no generic blasts.
We run ongoing A/B testing and monitor deliverability across every channel. Replies get qualified before anything hits your calendar, and we adjust the system every month — not once at launch.
Strategy, setup, and management — all included. You handle the conversations.
For brokers who'd rather close deals than build prospect lists.
For brokers whose referral network should be growing without the windshield time.
For brokers whose team should be on calls — not chasing CRM updates.
Pricing discussed on the discovery call. One closed deal pays the engagement back many times over.
Apollo and Instantly give everyone the same hammered contacts. We start with intent — who just listed, who changed hands, who's posted acquisition criteria. McKinsey research shows that approach doubles the typical sales pipeline.15
Most agencies bolted AI on last year. We built around it from day one — proprietary prompting, every sequence reviewed before send. McKinsey research shows teams blending personalization with AI gain market share 1.7× faster than peers.4 Bain finds early deployments are lifting win rates by 30%+.17 Owners can smell a template.
We work exclusively with business brokerages, M&A advisors, and B2B service firms. We know how owners think about selling, what makes them pick up the phone, and what a real conversation looks like. This isn't a generalist agency learning your business on your dime.
$172,000 average deal value.
BB2B Group — Business Brokerage
Main street brokerage — in 2 months.
In new recurring revenue for a single agent at a healthcare brokerage.
"Excellent job. ClarityAdvisory is detailed, creative, and very professional. I highly recommend them to anyone needing their services."John PriestBusiness Broker, BB2B Group
"One of our team members saw 100 monthly qualified prospects in a 2-month period. My LinkedIn campaign brings in about 180 connects with my targeted group each month. Franc is impressively responsive and provides invaluable suggestions for improvement. We refer him to everyone who could benefit from his services."Joel PennerIndependent Broker, Southern Plains Insurance Group
"Franc and his team removed the need for cold calls — providing enough information up front that we could schedule warm calls instead. We are no longer spending nearly as much on fuel, meals, and old-school print brochures."Lee JonesOwner/GM, All Dry Services of North Dallas
"He gives people what they really need versus what he could upsell. Sometimes he'll give more than you expect."Mario ZaretePrincipal, Commonrags Agency
Franc founded ClarityAdvisory in 2021. He's run outbound for business brokerages, insurance agencies, and B2B service firms — and built the system that powers every engagement.
9,586 small businesses changed hands in the US in 2025.18 Behind every one was a broker who closed it. We help more brokers spend more time on the conversations that close.
He works directly with every client.
No handoffs.
Based in Dallas, TX.
Fill the form. Franc responds within one business day. No pitch deck. No pressure.