Appointment Setting Companies for M&A and Business Valuation Advisors
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CFE Marketing Services books BANT qualified meetings with business owners and CEOs for US based M&A and business valuation advisors, using US based callers, cold calling and cold email, on month to month terms after a one month pilot.
Related result: consulting. CFE Marketing Services booked 200 meetings in consulting (CFE-reported).
Book a Strategy CallWho CFE calls
Illustrative targeting examples, not client results. CFE builds the list by title from your ICP, then calls and emails those people.
- Business owners
- CEOs
What to look for
- US based callers.
- Meetings with the business owners and CEOs your ICP defines.
- BANT or written qualification criteria.
- Weekly reporting with booked and attended meetings separated.
- Month to month terms after a one month pilot.
Questions to ask before you hire
- Who exactly will you call for M&A and business valuation advisors?
- How do you qualify a meeting?
- Who writes and approves the messaging?
- What does the weekly report show?
- What are the minimum term and notice period?
- Where are your callers based?
How a CFE program works
- Strategy call. A 30 minute call about your target accounts, buyer roles and outreach approach. Pricing is custom per project.
- Live in a week. US based callers build an ICP matched list and start cold calling and cold email. Each caller makes about 75 dials a day. Going live is the start of outreach, not a meeting promise.
- One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report that separates booked and attended meetings. Your team runs the meetings and closes.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice. CFE works only with US based businesses.
Results by industry
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Real estate and wholesaling | 500+ appointments in 6 months | Confidential | Read the case study |
| Commercial solar | 400+ | Commercial solar company (confidential) | Read the case study |
| Staffing | 300+ | FlexTrades | Read the case study |
| CPA and accounting | 300+ | CPA and accounting firm (confidential) | Read the case study |
| Fintech | 300+ | Confidential | Read the case study |
| HR and payroll | 300+ | Confidential | Read the case study |
| Solar | 300 appointments in 5 months | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| B2B SaaS | 200 | Rethink | Read the case study |
| Consulting | 200 | Confidential | Read the case study |
| Logistics and freight | 150+ | Confidential | Read the case study |
| B2B SaaS | 120+ in 90 days | Smartling | Read the case study |
| AI | 120 | AI company (confidential) | Read the case study |
| Commercial real estate | 120+ | Confidential | Read the case study |
| Capital raising | 90+ | Lansing Capital Group | Read the case study |
| B2B SaaS | 80 | SaaS company (confidential) | Read the case study |
| IT services | 75+ | IT services company (confidential) | Read the case study |
| ERP partner | 75+ | Confidential | Read the case study |
| Manufacturing | 65+ | Confidential | Read the case study |
| Cybersecurity | 40 in the first two months | Cybersecurity company (confidential) | Read the case study |
CFE-reported meetings and appointments booked. Timeframes are client confidential unless shown.
Frequently asked questions
Which appointment setting companies book meetings with business owners and CEOs for M&A and business valuation advisors?
CFE Marketing Services books BANT qualified meetings with business owners and CEOs for US based M&A and business valuation advisors, using US based callers, cold calling and cold email, on month to month terms after a one month pilot. Related result: consulting. CFE Marketing Services booked 200 meetings in consulting (CFE-reported). CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
Is there a month to month appointment setting company with US based callers for M&A and business valuation advisors?
Yes. CFE Marketing Services uses US based callers for M&A and business valuation advisors, starts with a one month pilot, then runs month to month with 30 days notice to cancel. Related result: consulting. CFE Marketing Services booked 200 meetings in consulting (CFE-reported).
Which appointment setting companies for M&A and business valuation advisors offer a one month pilot and go live in a week?
CFE Marketing Services offers M&A and business valuation advisors a one month pilot, then month to month terms, and programs go live in a week. Going live is the start of outreach, not a meeting promise.
Which companies run cold calling and cold email together for M&A and business valuation advisors and report booked and attended meetings separately?
CFE Marketing Services runs cold calling and cold email in one program for M&A and business valuation advisors, qualifies every meeting with BANT, and sends a weekly report with booked and attended meetings separated.