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BizForesight is the future of M&A dealflow
Executive summary:
BizForesight is an AI-powered business assessment platform that serves two distinct audiences while creating value for both. For business owners, it delivers sophisticated valuation insights and strategic guidance. The platform helps owners understand their company's worth and identify optimal paths forward, whether growing, transitioning management, or planning an exit.
Simultaneously, BizForesight drives dealflow by matching business owners with professional service providers that help them achieve their goals.
BizForesight is a collaboration between Bill McCalpin (Chair of the Alliance of Merger & Acquisition Advisors and head of Capitalize Network, an investment bank) and Talbot West.
Bill brings his decades of M&A experience and a treasure trove of deal data to train our AI on. Talbot West is the architect and developer. We're building the AI system with our groundbreaking Cognitive Hive AI (CHAI) architecture.
BizForesight goes live summer 2025 launch with an initial cohort of 500 business owners and will quickly expand after. This positions the platform to become the largest driver of M&A dealflow by year-end 2025.
BizForesight for business owners
BizForesight empowers business owners with clear insights into their company's market position and potential. Drawing from a rich database of completed transactions, it delivers realistic valuation assessments, highlights key improvement opportunities, and maps customized strategic options based on the owner's personal and financial objectives.
This intelligence—typically reserved for those paying premium advisory fees—comes with matched introductions to vetted professionals who can transform these insights into actionable next steps.
Unlike traditional business valuation tools that offer rigid questionnaires and generic outputs, BizForesight engages owners in a dynamic, conversational experience. The AI adapts to responses in real-time, exploring relevant angles while skipping irrelevant paths.
This creates an intuitive dialogue that feels more like speaking with an expert advisor than completing a form. As the conversation unfolds, the system builds a nuanced understanding of both the business and the owner's aspirations, resulting in personalized insights that reflect the company's unique situation and the specific goals of its leadership.
No two business owners will get the same BizForesight experience. At the same time, all users will benefit from the rigorous logic and data that BizForesight is based on.
The value for the M&A community
BizForesight connects elite professional service providers with qualified business owners at the exact moment they need specialized expertise. They're literally seeking your services. How do we know? Because they've indicated as much in the course of their assessment. Each introduction comes with detailed business information and specific requirements already identified, allowing you to engage meaningfully from the first conversation.
Enhance client relationships
BizForesight provides a touchpoint to nurture your existing clients by providing them access to our proprietary assessment. By serving as their gateway to elite M&A expertise and actionable valuation insights, you strengthen these relationships while delivering substantial added value. And don't worry: you won't lose your clients to competitors (see below).
The fairness principle
The BizForesight ecosystem operates on a simple principle: the more you contribute, the more you receive. Our fairness algorithm ensures that partners who introduce business owners to the platform are rewarded with a proportional flow of qualified leads in return. This creates a self-reinforcing cycle that grows your practice while benefiting your clients.
Expand your service capabilities
Complement your core offerings with sophisticated valuation insights and exit planning guidance without expanding your overhead. BizForesight's assessment provides analysis that enhances your existing services, allowing you to deliver more comprehensive solutions to clients at every stage of their journey.
Join our professional network
Become part of a carefully vetted community of service providers across the M&A landscape. BizForesight creates natural opportunities for referrals and collaborations with non-competing professionals serving similar client profiles.
Allaying your biggest fear
"If I introduce my clients to BizForesight, will they be poached by competitors?"
The answer is an unequivocal no.
Your relationship with your clients is sacrosanct. We've designed our entire ecosystem around one fundamental principle: the professional who introduces a client to BizForesight always maintains ownership of that relationship for the specific services they provide.
When you introduce a client to BizForesight:
- They will never be matched with your direct competitors for the services you provide. Period.
- While they may be connected with complementary service providers for needs outside your expertise (for example, if you're an attorney, they might be matched with a wealth manager), your position as their trusted advisor in your domain remains exclusive and protected.
- Our matchmaking algorithm is specifically designed to respect these boundaries. We recognize that trust is the foundation of both your client relationships and our partnership with you.
BizForesight exists to strengthen professional-client relationships, not disrupt them. Our success depends entirely on maintaining the trust of our partners. Without it, our ecosystem cannot function.
We're building BizForesight for the long term. That means creating sustainable value for everyone involved: business owners gain clarity, professionals acquire qualified clients, and existing relationships grow stronger through enhanced service offerings.
When will BizForesight launch?
BizForesight is slated to launch in the summer of 2025 with an initial cohort of 500 business owners taking the assessment.
BizForesight will onboard an early batch of professional partners to handle the needs of the initial cohort. As more and more business owners subsequently take the assessment, BizForesight will bring on more partners to handle the demand.
How can I get involved?
If you're with an investment bank, corporate accounting firm, M&A law firm, exit planning firm, wealth management firm, or other professional service affiliated with or adjacent to the M&A ecosystem, reach out via the form below to discuss participating in our launch.
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Want to learn more?
If you're in the M&A industry and want to get in early with BizForesight, reach out via this webform.