Report Generation
A Report They Gave Away Became a $1.2M a Year Product
- January 1, 1
- Posted by
- AI, Automation, M&A, Productization, Report Generation, Professional Services, Financial Services
Who they are
A lower-middle-market mergers and acquisitions advisory firm, fifteen years in business and almost entirely referral-driven. Its clients are business owners approaching the biggest transaction of their lives, most of them for the first time.