A fixed universe of medical-sector businesses — and most never hit a commercial database until it's too late to bring to your clients. The signals that actually predict a sale — a death notice, a license transfer, a platform-data churn event — are public, scattered, and land in your workflow weeks late.
You and one analyst cannot read every licensing update, every regulatory filing, every small-town obit, and every regional trade item. So the feeds get skimmed on Friday afternoons, and the deal that was already in motion Tuesday shows up in a broker email next month — after your best client already got pitched by someone else.
$20K+ a year for a database that refreshes quarterly — and every other advisory firm in the vertical reads the same one.
Fifteen hours a week reading licensing changes and regulatory filings, and you still miss the ones that would move a client conversation.
The death notice, the license transfer, the telemetry churn — once any of it hits a newsletter or a broker blast, someone else has already walked it into your client's inbox.
Roughly 3% annual turnover across your target universe = about 720 ownership events every year. A typical deal is $4M. Walking one to your buyer six weeks earlier than the competition is worth about 15% on terms — call it $600K. Twenty of those in a year is $12M of value the agent puts back on the table for your clients.
The agent monitors licensing databases, regulatory filings, regional obits, local news, and platform-data churn — continuously.
The agent cross-checks each event against your target universe, tags it by signal type, and scores the likelihood of an ownership transition in the next 90 days.
High-score matches drop into your CRM as new targets — every source link, every cross-reference, and a short written rationale attached.
You see the signal the week it happens — not the quarter a commercial database refreshes. You walk it to your client before a broker packet exists.
Full rate card and terms live on the program site → shipyourweekendproject.com
720 ownership events a year in your universe. You see twenty of them six weeks early. One extra deal walked to a client pays for the agent for a decade. A small cohort onboards this quarter.
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