Kingdom Wealth Society
Launch Plan & Financial Projections
March 31, 2026 · Prepared for Eric Skeldon
Confidential
1. The Two Tier Product
The Book + Training
Entry Tier
$27
One time purchase · 100% to KB
- "The Great Wealth Transfer" 53 page book by Eric Skeldon & Dennis Yu (PDF + audiobook)
- Option: Hard copy shipped for +$9.95 S&H ($36.95 total)
- 90 min Masterclass "How to Acquire a $1-5M Boring Business With Little to No Money Down"
- Access to SBA Calculator tool
- Kingdom Broker community invite
Best Value
Full KWS Bundle
Premium Tier
$97
One time purchase · 100% to KB
- Everything in $27 tier, PLUS:
- "Kingdom Abundant Billionaire Dad" Sean Kouplen interview: banker who bought a bank, $50K to millions, built $3B+ operation, faith driven holding company strategy
- Insider Acquisition Playbook 90 min training with frameworks from real operators who have collectively built, acquired, and exited businesses generating over $100M+ in value. Not theory. Battle tested strategies from the field.
- Kingdom CEO Dashboard Google Sheets KPI tracker
- Quarterly P&L Template
- M&A Due Diligence Checklist
- Smart LOI Template Letter of Intent contract
- AI Tools Bonus Pack
Why the Book Anchors the $27 Tier
"The Great Wealth Transfer: Kingdom M&A Secrets for Generosity" is co authored with Dennis Yu (managed $1B+ in ad spend for Nike, Red Bull, State Farm). Features chapters on Chris Lee's $100M solar exit, Matt Potter's $37M Pray.com, Sean Kouplen's billionaire strategies, and more. The hard copy + free shipping offer is a proven direct response format that builds the highest quality buyer list in digital marketing.
Hard Copy Book
- $27 digital = PDF + audiobook + masterclass (instant delivery)
- $27 + $9.95 S&H = physical book shipped + all digital ($36.95 total)
- Print cost: ~$3 5 per copy. Shipping: ~$3 4 (USPS Media Mail)
- Profit on hard copy: ~$29 31 per order
- Physical buyers convert to backend at 2 3x the rate of digital only
2. Funnel Architecture (Simplified)
Two tiers. One vision. The middle tier (Ben Kelly Acquisition Ace) is killed. Strategic partners now play the role the mid-tier used to: they distribute the front-end and feed qualified prospects into the high-ticket engagement.
The Great Wealth Transfer + 90 min masterclass + free AI valuation tool access. 100% to KB. Runs on Meta/YouTube ads + influencer affiliates + cold email + LinkedIn outbound. Order bump: upgrade to $97 (+$70).
▼
Full KWS Bundle with Sean K "Billionaire Dad" interview, tools, templates, Insider Playbook. Order bump on $27 checkout OR standalone. 100% to KB.
▼
$10K refundable retainer + 7% success fee at close. Full M&A advisory engagement. Application only. 100% to KB. Buyers + sellers + family offices accepted. Refund clause: if Phase 1 (60 days) does not show a clear path to the target exit, the $10K refunds in full.
Why this is now a 2-tier offer (not 4)
Killing the $3.5K mid-tier removes the cognitive friction in the funnel. Either you read the book ($27/$97) or you sign the engagement ($10K + 7%). Strategic partners (ServiceTitan, Jobber, Meriton, and the others) replace the mid-tier's role as the volume layer that feeds the high-ticket engagement.
Order Bump Strategy
On the $27 checkout, add a one click bump: "Add the Full KWS Toolkit for just $70 more." Industry average bump rate: 25 40%. This single checkbox doubles front end revenue with zero added marketing spend.
3. Financial Projections (Conservative)
Traffic Sources
| Source | Size | Expected Sales |
|---|---|---|
| Eric + Dennis combined lists + organic | ~40,000+ subscribers + social, podcast, SEO | 400 book sales across multiple sends, social promo, podcast mentions, and organic inbound |
| Total from owned channels | 400 book sales (free traffic) | |
| Paid ads (Meta + YouTube) | Scales with budget | See scenarios below |
Key Assumptions (Simplified Funnel)
| Metric | Conservative |
|---|---|
| Cost per $27 sale (cold Meta ads) | $40 50 |
| $97 order bump take rate | 25 28% |
| $27 buyer to $10K + 7% advisory engagement (60 day window) | 0.8 1.5% |
| Strategic partner pilot (Jobber/ServiceTitan) free valuation to $10K + 7% | 2 4% |
| Free AI valuation widget conversion (cold web traffic) | 0.5 1.0% |
| Hard copy book upgrade rate | 30% |
| Average $10K + 7% engagement total fee value (book + close) | $45K $90K |
Scenario A: $10K Launch
| Line Item | Volume | Revenue | Cost |
|---|---|---|---|
| Ad spend (Meta + YouTube, 60 days) | $10,000 | ||
| $27 book sales (cold @ $42 CPA) | 238 sales | $6,426 | |
| $97 order bump (26% of cold) | 62 upgrades (+$70) | $4,340 | |
| Eric + Dennis lists + organic | 400 sales | $10,800 | |
| $97 bump from owned channels (28%) | 112 upgrades | $7,840 | |
| Hard copy +$9.95 S&H (30%) | 192 books | $1,910 | $1,344 |
| Front End Total (60 days) | 638 buyers | $31,316 | $11,344 |
| Front End Profit | +$19,972 | ||
Backend Revenue — High Ticket Only (Months 2 5)
| Upsell | Volume | Revenue to KB |
|---|---|---|
| $10K + 7% Advisory (1.0% of 638 buyers) | 6 retainers | $60,000 |
| + Avg success fees on those 6 (50% close in window @ $50K avg) | 3 closes | $150,000 |
| Total Revenue (5 months) | $241,316 | |
| Total Profit (5 months) | +$229,972 |
Note: removing the Ben Kelly $3 5K mid tier and replacing with $10K + 7% advisory direct upgrade improves 5 month profit ~4x ($55K to $230K). The math works because one full advisory engagement at avg $50K success fee equals ~30 mid tier sales at $1,600 commission each.
Ad Spend
$10K
60 days
5 Month Profit
$55K
5.5x return
Buyer List
638
Acquisition minded buyers
Scenario B: $30K Scale
| Line Item | Volume | Revenue | Cost |
|---|---|---|---|
| Ad spend (Meta + YouTube, 90 days) | $30,000 | ||
| $27 book sales (cold @ $38 CPA, optimized) | 789 sales | $21,303 | |
| $97 order bump (28%) | 221 upgrades (+$70) | $15,470 | |
| Eric + Dennis lists + organic | 400 sales | $10,800 | |
| $97 bump from owned channels (28%) | 112 upgrades | $7,840 | |
| Hard copy +$9.95 S&H (32%) | 380 books | $3,781 | $2,660 |
| Front End Total (90 days) | 1,189 buyers | $65,196 | $32,660 |
| Front End Profit | +$32,536 | ||
Backend Revenue — High Ticket Only (Months 2 6)
| Upsell | Volume | Revenue to KB |
|---|---|---|
| $10K + 7% Advisory retainers (1.2% of 1,189 buyers) | 14 retainers | $140,000 |
| + Avg success fees on those 14 (50% close in window @ $50K avg) | 7 closes | $350,000 |
| Total Revenue (6 months) | $555,196 | |
| Total Profit (6 months) | +$522,536 |
Removing the Ben Kelly $3 5K Acquisition Ace tier and the $25 50K Blue Diamond Package and replacing with direct $10K + 7% engagements increases 6 month profit ~3.9x ($135K to $522K). Single $50K success fee close equals ~30 mid tier sales at $1,600 commission each.
Ad Spend
$30K
90 days
6 Month Profit
$522K
17x return
Buyer List
1,189
Qualified acquirers
4. The $100K Influencer Launch: 3,500+ Book Buyers
This scenario adds affiliate influencers with 20K+ email lists in faith, entrepreneurship, and acquisition niches. Each gets a $1 2K upfront payment + 20% affiliate commission. They co host a webinar with Eric and send follow up emails to their list.
Budget Allocation
| Line Item | Budget |
|---|---|
| Paid Ads (Meta + YouTube) | $55,000 |
| Influencer Upfront Payments (10 x $1,500 avg) | $15,000 |
| Affiliate Commissions Reserve (20%) | $18,000 |
| Content + Tools + Infrastructure | $12,000 |
| TOTAL | $100,000 |
Traffic Breakdown
| Source | Book Sales | $97 Bumps |
|---|---|---|
| Paid Ads ($55K @ $38 CPA) | 1,447 | 405 (28%) |
| Influencer Webinars (10 partners, avg 25K list) | 1,500 | 525 (35%) |
| Influencer Ongoing Affiliate (social, pods) | 500 | 125 (25%) |
| Eric + Dennis lists + organic | 400 | 112 (28%) |
| TOTAL | 3,847 buyers | 1,167 upgrades |
Front End Revenue (100% to KB)
| Line Item | Revenue |
|---|---|
| 3,847 x $27 book sales | $103,869 |
| 1,167 x $70 order bump | $81,690 |
| Hard copy S&H profit (32%) | $3,660 |
| Gross Front End | $189,219 |
Costs
| Paid ads | $55,000 |
| Influencer payments | $15,000 |
| Affiliate commissions (20% of influencer sourced) | $17,400 |
| Book printing + shipping | $8,620 |
| Tools + infrastructure + content | $12,000 |
| Total Costs | $108,020 |
| Front End Profit | +$81,199 |
Backend Revenue — High Ticket Only (Months 2 6)
| Upsell | Volume | Revenue to KB |
|---|---|---|
| $10K + 7% Advisory retainers (1.0% of 3,847 buyers) | 38 retainers | $380,000 |
| + Avg success fees on those 38 (50% close in window @ $50K avg) | 19 closes | $950,000 |
| Total Backend | $1,330,000 |
| 6 Month Net Profit | $1.41M |
Investment
$100K
Ads + Influencers
6 Month Profit
$1.41M
14x return
Buyer Database
3,847
Self identified acquirers
Per Influencer Economics
| Metric | Conservative (20K list) | Strong (50K list) |
|---|---|---|
| Book sales | 86 | 375 |
| Total revenue from partner | $4,422 | $19,295 |
| KB pays (upfront + 20%) | $1,884 | $5,859 |
| KB net per partner | $2,538 | $13,436 |
| + backend (1% of book buyers convert to $10K + 7% engagement avg $50K total) | +$43,000 | +$187,500 |
| Total value per influencer | $45K+ | $200K+ |
Each influencer partnership is now worth ~7-10x what it was under the Ben Kelly mid tier model. This is what happens when the funnel routes book buyers directly to the highest-leverage product instead of through a $1,600-commission middle tier.
4.5. The GTM System: 4 Engines (Gojiberry-Adapted)
Core principle: use our own M&A engine on ourselves. KB's seller-discovery agent feeds the same outbound machine that fuels content, partner conversations, and demos. One pipeline, three outcomes.
The Gojiberry parallel
Gojiberry AI went from €0 to $2M ARR using their own outreach tool on themselves. KB does the same: every cold email, LinkedIn DM, and LinkedIn post is a working sample of the M&A advisory the prospect would buy. The demo IS the pitch.
Engine 1 — Outbound (LinkedIn + Cold Email)
- LinkedIn: 5 accounts × 30 connections + 30 DMs/day = 150 high-intent touches/day. Targets: $1-20M owners in HVAC, plumbing, roofing, healthcare supply, industrial distribution + M&A advisors + PE associates + trade group leadership
- Cold email phased ramp: Month 1 — 150/day from 4 inboxes. Month 2 — 1,500/day from 16 inboxes. Month 3 — 4,000/day from 40 inboxes across 10 domains
- Tools: Instantly + Apollo + Clay + Heyreach
- The offer in every message: free AI valuation + the live engagement playbook PDF. Value first. No pitch.
Engine 2 — Inbound Content (the compound effect)
- LinkedIn: 3 posts/day across 4 voices (founder + advisors). 1 founder story/week, lead-magnet content rest of week
- Reddit: r/smallbusiness, r/Entrepreneur, r/sweatystartup, r/sales — 3 posts/wk + reply to every comment
- YouTube: long-tail SEO targeting "[industry] business valuation" and "sell my [industry] business" — 2-3 videos/wk
- SEO content: industry valuation pages on KingdomBroker.com (HVAC, plumbing, dental, vet, etc.). Free AI valuation tool as the primary conversion asset.
Engine 3 — Paid (ramp at Day 60)
- LinkedIn influencer posts (2-3/wk × $300-500 each)
- Facebook retargeting + acquisition
- Google Ads on high-intent search terms
- Budget ramp: $0 Month 1 → $2-3K Month 2 → $7-10K Month 3+
Engine 4 — Demos (the conversion engine)
- Free 30-min valuation calls. 3-5/day target by Day 90
- Live valuation, live recommendations, live engagement letter on screen — no deck, no “circle back”
- Conversion targets: 25-40% to Empowered tier ($497-$2,497/mo), 8-15% to full $10K + 7% engagement
The 90-Day Budget
| Month | Phase | Spend | Volume |
|---|---|---|---|
| Month 1 | Foundation | $4,750 | 4,500 emails + LinkedIn warm-up + content engine started |
| Month 2 | Scale | $9,800 | 45,000 emails + full LinkedIn cadence + first paid ads |
| Month 3 | Full Ramp | $22,300 | 120,000 emails + full content team + $7K/mo paid ads |
| 90-day total | Operational baseline | $36,850 | ~169,500 emails + 22,500 LinkedIn touches + 600-1,000 free valuations delivered |
Revenue projection (90 days)
Conservative: $16K · Mid: $43K · Aggressive: $132K. Conservative loses money on a 90-day horizon — that's expected. The compounding shows up months 4-12. The $37K is the down payment on a 12-month runway producing $300K-$1M+ in annual revenue.
The single most important rule
Speed. The system's biggest risk is not budget or channel mix — it's the founder hesitating to run it daily. Cold email that sits in drafts is worth $0. The math compounds at the daily level. Skip a week, lose a month. Run for 90 days uninterrupted, hit 6 figures of pipeline.
4.7. Strategic Partner Anchor — Jobber First, ServiceTitan Second
Neither ServiceTitan (10,800 customers, public NASDAQ: TTAN) nor Jobber (100,000 customers, $167M ARR) has an M&A advisor in their App Marketplace today. ~110,000 trades operators with no native exit-advisory option. KB fills the category.
Jobber (Approach 1st)
SMB · 30-45 days to launch
~100K customers · $167M ARR · sub-$5M revenue contractors
- Primary contact: Shawn Cadeau, CRO (ex-Vena CEO, ex-FreshBooks CMO)
- Secondary: Sam Pillar, CEO & co-founder; Forrest Zeisler, CTO
- Structure: marketplace listing + free AI valuation widget API + 15-20% rev-share on closed deals
- Equity: 0% — pure rev-share, no equity ever
Higher ceiling
ServiceTitan (Approach 2nd)
$1-20M sweet spot · 60-90 days
~10,800 customers · $209M Q4 FY25 rev · 110%+ NDR
- Primary contact: Connor Theilmann, Chief Business Officer (ex-Accel angel)
- Secondary: Ross Biestman, CRO; Ara Mahdessian, CEO/co-founder (faith-aligned)
- Structure: 3-tier (Silver listing → Gold → Titanium with multi-year exclusive)
- Equity: 0% Silver/Gold. 1-3% ONLY at Titanium tier in exchange for written exclusivity. Hard cap 5% any non-investor partner.
Why Jobber pairs with the GTM
- Their 100K customers ARE the cold-email + LinkedIn outbound list KB would build organically
- Customer base maps to KB's wedge industries (HVAC, plumbing, electrical, roofing, lawn care, cleaning, pest control)
- Free valuation widget integration = embedded distribution in their dashboard
The flywheel
KB launches Jobber marketplace pilot. Free AI valuation widget live in their dashboard.
↓
First 100 Jobber customers run free valuations. ~10% convert to Empowered tier ($497-$2,497/mo).
↓
~3% convert to full advisory engagement ($10K + 7%). First closed Jobber-sourced deal becomes case study.
↓
ServiceTitan onboarding closes using the Jobber case study. ServiceTitan has 10× the customer base. Volume multiplies.
Don't lead with equity
The instinct to "give them equity to get them excited" is wrong. ServiceTitan is a $20B+ public company. Jobber is private and growth-stage. Neither gets excited about equity in a small advisory at $10M cap. They get excited about deal flow (KB delivers) and case studies (anonymized HVAC engagement becomes). Earn the partnership with results first. Talk equity ONLY if they ask for exclusivity at the highest tier.
4.8. Why KB (vs Other M&A Firms) + 30-Day Pre-Approach
Before walking into Shawn Cadeau (Jobber) or Connor Theilmann (ServiceTitan), KB has to look like a category leader, not a startup with a deck. Two pieces: the positioning argument, and the 30-day pre-approach playbook.
The Competitive Landscape (Honest)
| Tier | Examples | Why they're not the threat |
|---|---|---|
| Generic biz brokers | BizBuySell, Murphy, Sunbelt | No trades depth. 1998-era online experience. Listings rot. |
| Boutique trades brokers | Bridgepoint, Metric, Envoy, Calder | Real expertise. Small teams. No AI. Manual processes. Listing-fee economics. |
| PE-grade advisors | Pinnacle, Capstone, Houlihan small | Won't touch deals under $20M. Different category. |
| AI-native M&A in trades | None at scale | This is KB's whitespace. No category leader exists. |
The 9 Differentiators KB Has That They Don't
| # | Differentiator | What it means in practice |
|---|---|---|
| 1 | AI-native infrastructure (built, not promised) | Working agents, document analysis API, valuation widget, deal-matching engine. Bridgepoint has a Salesforce instance. |
| 2 | Founder with 3 actual exits | Eric: freight brokerage exit, PE fund exit, B2B sticker company exit. Most M&A advisors have zero exits — sellers spot a non-operator in 5 minutes. |
| 3 | Faith-driven mission | "Glorify Christ and serve 10,000 families in 10 years." Real differentiator with Christian operators (high concentration in TX trades). |
| 4 | Live, transparent case studies | Frisco TX HVAC operator (mid-engagement, $1.2M+ exit target, +$650K projected owner benefit). Most brokers refuse to share even anonymized work. |
| 5 | Multiple Expansion Playbook (9-driver scorecard) | Documented exactly what lifts a 2.75x multiple to 5.5x. Other brokers wave hands; KB has a literal scorecard. |
| 6 | Tax structure expertise | Nexxess partnership: Spendthrift Trust + IUL. Average $4M sale = $300K-$1M retained that would otherwise go to taxes. |
| 7 | Master Outreach Sheet — institutional buyer pool | 4,872 vetted sellers + 698 buyers + 266 family offices + 232 PE/VC firms in the system. Most brokers' "buyer database" is a 50-name spreadsheet. |
| 8 | Refund clause on retainer | $10K refunds if Phase 1 doesn't show clear path to target exit. No traditional broker offers this. |
| 9 | Strategic acquirer relationships in motion | Active outreach with Meriton, Wholesale Electric, Midwest Hose, Houk, Molto. KB sellers don't go to a buyer pool of strangers; they go to KB-aligned platforms with stated bolt-on appetite. |
The 1-sentence positioning
KB is the only AI-native, faith-driven M&A advisor in trades, founded by a 3-time exit operator, with a published methodology and a buyer pool already in motion. Every other firm is a category older.
The Jobber/ServiceTitan-specific positioning
"We are the only M&A category that fits inside your marketplace. Bridgepoint and Metric are listing services with no API. Houlihan Lokey is too big. BizBuySell would dilute your brand. We are an AI-native firm that integrates as a marketplace app, gives your customers a free valuation widget, and routes their exits to your enterprise rollup customers. None of those four things is true of any other M&A firm in our category." That paragraph IS the pitch.
The 30-Day Pre-Approach Playbook
Don't email Connor or Shawn this week. Spend 30 days making sure that what they find when they Google KB is overwhelming evidence that KB is the category leader.
| Week | Goal | Deliverables |
|---|---|---|
| Week 1 (May 1-7) |
Public case study + working tool | Anonymized HVAC case study published at /case-studies/hvac-9-month-exit · Multiple Expansion Playbook public at /playbook · Working free AI valuation widget at /valuation · Industry pages: /sell-hvac, /sell-plumbing, /sell-roofing, /sell-electrical |
| Week 2 (May 8-14) |
Trust signals + LinkedIn proof | Comparison page at /why-kb · Trust signals page (Eric's 3 exits verified, advisors, MSA template) · Eric's LinkedIn complete overhaul · 3 posts/day cadence ramp · Anonymized client 90-second iPhone testimonial recorded (face/name on consent only) |
| Week 3 (May 15-21) |
Press / earned media presence | Pitch + book 2 podcast appearances (Local Service Spotlight, Acquisitions Anonymous, BizBuySell, etc.) · Publish 2-3 substantive 1,500+ word LinkedIn articles · Outreach to 5 trades-industry newsletters offering guest pieces |
| Week 4 (May 22-28) |
Launch announcement + references | Press release / launch announcement at /press · Pre-clear 3 reference operators (active KB clients) for Jobber/ServiceTitan reference calls · Public launch on LinkedIn · Final Google search audit |
| Day 31 (May 29) |
Email Shawn Cadeau (Jobber) | The pitch is the pitch already drafted. The P.S. has 3 links: case study, valuation tool, comparison page. Shawn does the homework reading those 3 pages before he replies. |
Pre-Approach Budget
| Item | Cost |
|---|---|
| Domain + hosting for case studies, playbook, valuation, industry pages | $0 (already on KB infrastructure) |
| LinkedIn Sales Navigator + amplification | $80/mo |
| Podcast pitch + scheduling (PR contractor or VA) | $500 one-time |
| Press release distribution (PRWeb basic) | $300 one-time |
| Comparison page + industry landing pages copywriter | $1,500 one-time |
| Anonymized HVAC case study designer (PDF + landing page) | $800 one-time |
| Multiple Expansion Playbook designer | $400 one-time |
| Total pre-approach budget | ~$3,580 |
What this looks like at the partnership meeting
When you walk into Shawn's Zoom, you don't open with "let me tell you about KB." You open with: "Shawn — before this call I assume you've seen the live HVAC case study and the comparison page. I want to spend our 30 minutes on three things: how the free valuation widget integrates, what the rev-share looks like, and how we route the first 100 Jobber pilot deals." That sentence assumes the homework is done because the homework was actually done. That's the difference between a $10M-cap startup pitching a $200M ARR platform and a category leader proposing a partnership between equals.
The single most important rule
Don't email Connor + Shawn until the 30 days are done. Every founder's instinct is to start the conversation now and do the homework while waiting for replies. That's backwards. The conversation that opens after the homework is done is a different conversation — one where you're not asking permission but proposing a structure. Wait the 30 days.
5. What Goes Where (Simplified)
| Asset | $27 Book | $97 Bundle | $10K + 7% Advisory |
|---|---|---|---|
| "The Great Wealth Transfer" (PDF + audio) | ✓ | ✓ | ✓ |
| Hard copy book (+$9.95 S&H) | add on | add on | incl. |
| 90 min Acquisition Masterclass | ✓ | ✓ | ✓ |
| Free AI Valuation Tool access | ✓ | ✓ | ✓ |
| SBA Calculator | ✓ | ✓ | ✓ |
| Community invite | ✓ | ✓ | ✓ |
| Sean Kouplen "Billionaire Dad" interview | ✓ | ✓ | |
| Insider Acquisition Playbook (90 min) | ✓ | ✓ | |
| CEO Dashboard + P&L Template | ✓ | ✓ | |
| Due Diligence Checklist + Smart LOI | ✓ | ✓ | |
| Engagement Roadmap PDF (custom for your business) | ✓ | ||
| Done for you financial normalization + add-back identification | ✓ | ||
| Buyer pool segmentation + warm intro outreach | ✓ | ||
| CIM (Confidential Information Memorandum) drafting | ✓ | ||
| Direct advisor access (Eric Skeldon + KB team) | ✓ | ||
| Tax structure (IUL, Spendthrift Trust, purchase price allocation) | ✓ | ||
| Refund clause: $10K refunds in full if Phase 1 doesn't show $X path | ✓ |
The bridge from $27 to $10K + 7%
Email nurture sequences (days 1-30) walk a book buyer through: their valuation result, the playbook chapters that apply to them, live case study previews, and a free 30-minute discovery call. The discovery call IS the close. Live valuation, live engagement letter on screen, sign on the call. ~1% of book buyers convert. That's ~12 retainers per 1,000 books at $10K each = $120K of retainer revenue + ~$300K of success fees over 12 months.
6. The Engagement: $10K + 7% Advisory
One offer. Application only. 100% Kingdom Broker revenue. Refundable retainer + success fee at close.
Buyer-Side Engagement
Acquirer
$10K + 7%
Refundable retainer · success fee at close
- Must have $250K+ liquid for typical SBA down
- KB runs your buy box through AI deal engine
- Off market deal sourcing + matched warm intros
- SBA lender + PE-debt introductions
- CIM review, LOI drafting, DD quarterback
- Tax structure (purchase price allocation, IUL, Spendthrift Trust)
- Term: 6 months active search (or until close)
CORE OFFER
Seller-Side Engagement
$1M-$20M Owner
$10K + 7%
Refundable retainer · 7% of transaction value at close
- Full scale-structure-sell over 6-9 months
- Financial normalization + add-back identification
- License, customer concentration, recurring-revenue work
- Multiple expansion playbook (target 1-2x lift on EBITDA multiple)
- CIM drafted by KB, distributed to KB's curated buyer database
- Tax structure to retain $300K-$1M+ at close (vs unstructured asset sale)
- Refund clause: $10K refunds in full if Phase 1 (60 days) doesn't show clear path to target exit
- Live cases: Frisco TX HVAC operator (9-month engagement, $1.2M+ exit target, $650K projected owner benefit) · DMV specialty MEP contractor ($4-7.5M target)
The math: one engagement = ~30x Ben Kelly mid-tier commission
Average $10K + 7% engagement at $50K avg total fee value = $50K to KB. Ben Kelly mid-tier paid $1,600 to KB per sale. One advisory engagement = 31 mid-tier sales. KB's hour-for-hour return on the high-ticket offer is what justifies removing the middle tier entirely.
7. Full Picture: $100K Launch + $10K + 7% Brokerage + Strategic Partners
The Core Business (Simplified)
Kingdom Broker charges a $10,000 refundable retainer + 7% success fee at close. Average deal value to KB: $50K $90K (retainer + success fee combined). The KWS book launch builds the buyer database. The strategic partners (Jobber, ServiceTitan, Meriton, etc.) embed the front-end into ~110K trades operators. The advisory engagement is where the revenue lives.
| Revenue Stream | Revenue to KB | % |
|---|---|---|
| KWS front end ($27 + $97 bumps + S&H) | $189,219 | 4% |
| $10K + 7% Advisory: 38 retainers from book funnel (1% conversion) | $380,000 | 9% |
| + Success fees on closes from book funnel (50% close, $50K avg) | $950,000 | 22% |
| Strategic Partner pilots (Jobber + ServiceTitan): 25 retainers | $250,000 | 6% |
| + Success fees on partner-sourced closes (50% close, $50K avg) | $625,000 | 14% |
| Direct outbound (LinkedIn + cold email): 12 retainers | $120,000 | 3% |
| + Success fees on direct outbound closes | $300,000 | 7% |
| Buyer-side finders fees (2 x $50K) | $100,000 | 2% |
| Acquisition finder fees (2% on roll-in deals during engagements) | $80,000 | 2% |
| Ongoing book sales (months 7 12) | $45,000 | 1% |
| TOTAL GROSS (12 months) | $3,039,219 | 100% |
| Less: launch budget | $100,000 | |
| Less: GTM ops 90 days (Gojiberry-adapted) | $36,850 | |
| Less: ongoing ads + ops (months 4-12) | $90,000 | |
| NET REVENUE (12 MONTHS) | ~$2,812,000 | |
Investment
$227K
Launch + GTM + ongoing
Net Revenue
$2.81M
12.4x return
Buyer Database
4,500+
12 month total
3 sources feed one engine: book buyers, strategic partner referrals, direct outbound. All convert to $10K + 7%.
20 Seller Clients Pipeline
| Source | Clients |
|---|---|
| Paid seller ads (Meta + Google) | 7-9 |
| KB Agent Pipeline (AI outreach) | 4-5 |
| Referrals (Dennis Yu, Sean K, podcast) | 3-4 |
| Organic (podcast, SEO, inbound) | 2-3 |
| Total Pipeline | 16-21 clients |
8. Eric Skeldon
Serial acquirer, operator, and advisor. Eric has bought, built, and exited multiple businesses and now helps faith driven entrepreneurs do the same.
| Track Record | |
|---|---|
| 3 Exits | Acquired and scaled the top sticker business in NC (exited). Exited freight brokering business. Exited PE fund. |
| Film + Equity Strategy | Executive Producer on multiple feature films in development using consulting for equity model |
| Co author with Dennis Yu | "The Great Wealth Transfer" with the man who managed $1B+ in ads for Nike, Red Bull, State Farm |
| The KB Flywheel (The Real Moat) | 8 compounding loops: (1) Strategic platform partnerships (Jobber + ServiceTitan + Meriton + Wholesale Electric + Midwest Hose + Houk + Molto) embed KB into ~110K trades operators with no native M&A option. (2) Earl Kemper refers $1M-$100M sellers. (3) Dennis Yu drives billion-impression distribution. (4) Nexxess x KB PE Fund finances down payments so deals close. (5) Master Outreach Sheet with 4,872 sellers + 698 buyers + 266 family offices already in the system. (6) Free AI Valuation Tool as the front-end conversion asset (cold web traffic + partner dashboards). (7) The AI deal engine matches buyers to sellers and gets smarter with every closed deal. (8) The book ("The Great Wealth Transfer") as the perpetual lead magnet. Every loop feeds the next. No single competitor has all 8. |
| Kingdom Broker Podcast | Interviews with $100M+ exits, billionaire bankers, founders of companies used by 30M+ people |
9. Ad Hooks
Primary
"A billionaire banker told me exactly how he built a $3 billion empire buying boring businesses. I put everything in a book."
Faith
"What if God called you to buy a business instead of start one? A $10 trillion transfer is happening right now and most Christians are sitting it out."
Book (Dennis Yu)
"I wrote a book with the man who managed $1B in ads for Nike and Red Bull. It's about the greatest wealth opportunity of our lifetime and it has nothing to do with tech, crypto, or real estate."
Contrarian
"Forget startups. A 62 year old owns an HVAC company doing $900K/year in profit. He has no kids who want it. You can buy it with an SBA loan for 10% down."