M&A Education | OpnRoad

Partner Pricing

Here’s what we invest into your M&A practice.

Starter

Partner

Strategic

Partner

Enterprise

Overview

Monthly Licensing Fee

Single Broker

Broker plus an Admin

Broker and Small Team

Firms with 4-10 Employees

Monthly Licensing Fee

$1,750

$2,750

$5,750

$7,500

Zoho CRM Accounts Included

1

2

5

10

Extra Users (Monthly)

$750 per extra user

Accelerated Growth

End-to-End CRM & ERP Systems

M
M
N
N

1,500+, 3M+ Revenue Companies Pre-Loaded into your CRM.

M
M
M
N

Dedicated Analyst Team

M
M
M
N

Dedicated Data Team

M
M
M
N

Sales Program (Systems, Tools, Techniques)

M
M
M
N

Hiring & Onboarding Systems

M
M
M
N

Marketing Strategy, Materials, & System

M
M
M
N

Optimized Client Interaction Model

M
N
N
N

Center of Influence Program

M
M
M
N

System and File Architecture for M&A Business

M
N
N
N

International Presence

M
N
N
N

Improved Bench Strength

M
N
N
N

Model to Increase Pricing & Deal Size

M
N
N
N

Recurring Revenue Model System

M
N
N
N

Process Benefits

Business Operating System Architecture

M
N
N
N

Legal Forms (NDA, LOI, Listing Agreements, etc.)

M
N
N
N

Marketing Templates (Blind Profile, Financial Overview, CIM)

M
N
N
N

Cognito Form Data Collection System and Templates

M
N
N
N

Diligence System and Template

M
N
N
N

Deal Tracking System and Template

M
N
N
N

Business Sale Accelerator Broker Education System

M
N
N
N

Tool Benefits

Value Acceleration Calculator ™

N
N
N
N

Market Value Assessment ™

M
N
N
N

Real Estate Optimization Tool

M
N
N
N

Offer Comparison Calculator

M
N
N
N

Detailed Offer Analysis Tool

M
N
N
N

Working Capital Calculator

M
N
N
N

Business Valuation Resources

M
M
M
N

Software & Listing Benefits

Automation Software

M
M
N
N

Phantom Buster Assistance

M
M
N
N

Seamless.ai Assistance

M
M
N
N

7 Listing Sites (BizBuySell, VillageWellth, etc.)

M
M
M
N

Private Equity Info

M
M
M
N

Vertical IQ

M
M
M
N

Business Reference Guide

M
M
M
N

LinkedIn Sales Navigator Searches

M
M
M
N

Knowledge Sharing & Network Benefits

Association with National Brand

M
N
N
N

Access to Partner ™ Cliq Group

M
N
N
N

Access to Collaborator ™ Network Group

N
N
N
N

Monthly Partner™ Mastermind Meeting

M
N
N
N

National Referral Partner Network

M
N
N
N

Preferred Service Provider to Network Members

M
M
N
N

Active Buyer Database (2,500+)

M
M
N
N

Overview

Monthly Licensing Fee
Monthly Licensing Fee
Zoho CRM Accounts Included
Extra Users (Monthly)
Starter
Single Broker
$1,750
1
Partner
Broker plus an Admin
$2,750
2
$750 per extra user
Strategic Partner
Broker and Small Team
$5,750
5
Enterprise
Firms with 4-10 Employees
$7,500
10

Accelerated Growth

End-to-End CRM & ERP Systems
1,500+, 3M+ Revenue Companies Pre-Loaded into your CRM.
Dedicated Analyst Team
Dedicated Data Team
Sales Program (Systems, Tools, Techniques)
Hiring & Onboarding Systems
Marketing Strategy, Materials, & System
Optimized Client Interaction Model
Center of Influence Program
System and File Architecture for M&A Business
International Presence
Improved Bench Strength
Model to Increase Pricing & Deal Size
Recurring Revenue Model System
Starter
Partner
Strategic Partner
Enterprise

Process Benefits

Business Operating System Architecture
Legal Forms (NDA, LOI, Listing Agreements, etc.)
Marketing Templates (Blind Profile, Financial Overview, CIM)
Cognito Form Data Collection System and Templates
Diligence System and Template
Deal Tracking System and Template
Business Sale Accelerator Broker Education System
Starter
Partner
Strategic Partner
Enterprise

Tool Benefits

Value Acceleration Calculator ™
Value Acceleration Calculator ™
Real Estate Optimization Tool
Offer Comparison Calculator
Detailed Offer Analysis Tool
Working Capital Calculator
Business Valuation Resources
Starter
Partner
Strategic Partner
Enterprise

Software & Listing Benefits

Automation Software
Phantom Buster Assistance
Seamless.ai Assistance
7 Listing Sites (BizBuySell, VillageWellth, etc.)
Private Equity Info
Vertical IQ
Business Reference Guide
LinkedIn Sales Navigator Searches
Starter
Partner
Strategic Partner
Enterprise

Knowledge Sharing & Network Benefits

Association with National Brand
Access to Partner ™ Cliq Group
Access to Collaborator ™ Network Group
Monthly Partner™ Mastermind Meeting
National Referral Partner Network
Preferred Service Provider to Network Members
Active Buyer Database (2,500+)
Starter
Partner
Strategic Partner
Enterprise
M&A Education | OpnRoad

The Benefits

Explore our comprehensive Partner Network ™ benefits library and see exactly how we can all supercharge our M&A practices.