This is the email Dana received when listing MB-2015 went live. Their criteria: Anywhere In Canada, minimum gross any, practice type book. The listing matched on all three.
When MB-2015 was listed (Manitoba, gross $520,000, Bookkeeping And Payroll), every registered buyer was checked against it. 1 of 6 matched.
| Registered Buyer | Province | Min. Gross | Type | Listing MB-2015 |
|---|---|---|---|---|
| Priya Nair | Ontario | $500,000 | cpa | No match: province, revenue, type |
| Marc Tremblay | Québec | $1,000,000 | cpa | No match: province, revenue, type |
| Dana Whitfield | Anywhere In Canada | Any | book | Alert sent |
| Kevin Osei | Virtual / Cloud | $250,000 | any | No match: province, revenue |
| Sarah Lindqvist | Ontario | $1,000,000 | any | No match: province, revenue |
| Tom Reyes | British Columbia | $250,000 | tax | No match: province, revenue, type |
Demo buyers. On the live site the registration form writes to the CRM and this matching runs automatically when a listing is published.
Send a note or book a call with a CPA broker. We reply within one business day, and everything you send is confidential.
Booking link is a placeholder until the firm’s Microsoft Bookings or Calendly page exists.
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