No need to build from scratch. We’ve already done it for you.

One of the biggest barriers to starting your own M&A advisory business is the setup: building a valuation model, creating a prospectus, sourcing buyers, designing your CRM, writing your emails, designing your brand… it adds up.

With Merge, you skip the startup slog and go straight to execution. We give you the tools, training, and support to get your M&A practice up and running fast—often in 30–60 days or less.

🚀 What “Fast” Actually Means

Here’s what most new licensees accomplish in their first 30–60 days:

  • Get trained on the Merge process and valuation methodology
  • Launch a branded (or co-branded) site and client-facing materials
  • Load their first seller leads into the Merge CRM
  • Start buyer outreach with prebuilt email sequences
  • Schedule intro calls with founders and begin live deal conversations
  • Leverage Merge’s templates to build their first prospectus
  • Plug into HQ campaigns and Slack support

In short: you go from idea to implementation in a matter of weeks—not quarters.

🔧 What’s Already Built for You

Instead of building it all from scratch, here’s what you get out of the box:

  • CRM workflows and pipeline tracking
  • Prospectus templates and presentation decks
  • Valuation calculator and pricing playbook
  • Buyer database access and email outreach scripts
  • NDA, LOI, and engagement templates
  • Website copy and onboarding content
  • Slack access and monthly deal strategy calls

Every Merge licensee starts with a fully stocked toolbox—no guesswork, no fluff.

🎓 Onboarding That Works Like a Launch Plan

You’re not dropped into a library of random documents. Our onboarding is structured, paced, and designed to get you moving:

Week 1: Core training, CRM setup, and lead list building
 Week 2: Valuation process, templates, and prospectus overview
 Week 3: Prospectus build, buyer targeting, and outreach
 Week 4: Go live with seller meetings, buyer conversations, and listing prep

We pair this with Slack Q&A access, live office hours, and milestone check-ins to keep you accountable (and on track).

🧠 Designed for Speed Without Sacrificing Quality

You don’t just want to launch fast—you want to look like a pro from day one. Merge gives you both:

  • Buyer-ready prospectus design
  • A valuation methodology you can defend
  • Outreach emails that convert
  • Support when things get complex

Whether you’re pitching a founder or negotiating a deal, you’ll have the credibility, tools, and backup to do it well.

💬 What Licensees Say

“I closed a deal within my first 90 days using the Merge platform. The buyer came from their list. The templates made everything easier, and I never felt like I was winging it.”
 – Merge Licensee, 2024

“I didn’t want to build another business from scratch. Merge let me plug in, get to work, and earn. Simple as that.”
 – Former Founder turned Licensee

Your Fast Start Begins Here

Launching an M&A firm doesn’t have to take months. With Merge, you hit the ground running—with a system that’s been tested, refined, and designed for people like you.

👉 [Apply to Become a Licensee]
 👉 [Book a Call to Learn More]