M&A Education | OpnRoad

Partner Pricing

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

Collaborator

free

Starter

$750/mo

Partner

$2,250/mo

Partner+

$2,500/mo

Overview

Monthly Licensing Fee

free

$750

$2,250

$2,500

Additional Users (Monthly)

M

50% of primary account, per additional advisor,
$150 per additional administrative 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
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.