AI Packages for M&A Advisors
AI Agent Bots and a Command Center that run your practice, from first target to closing table.
Schedule a CallBuilt by an M&A Advisor, for M&A Advisors
A practical AI team for Micro Middle Market and Main Street M&A advisors, deal teams, and roll-up and PE-facing advisors. It handles the repetitive work across your practice, so you can focus on clients and closing deals. Source targets, answer every buyer and seller inquiry, value businesses in minutes and keep every deal moving, without hiring more staff.
Start with five AI Agent Bots for as low as
Package A1: Chief of Staff, BizBuySell, Social Media, Meeting Notes and Email & Calendar, with the Command Center Dashboard, guided implementation and a 1:1 setup call.
Command Center Dashboard
Included with every package. One screen to see and direct every AI Agent: what each is working on, finished, or needs from you.
Deal Pipeline
Live status of every target, engagement and deal by stage, from first contact to LOI, diligence and close.Buyer & Seller Outreach
Off-market owner outreach, buyer follow-ups and inquiry replies, with responses routed to you.Documents & CIM Prep
CIMs, teasers, NDAs and data-room checklists drafted by your agents for your review.Valuation Support
Valuations, marketing summaries and value-builder analyses queued and delivered in one place.Scheduling
Buyer, seller, lender and attorney meetings booked on your calendar, with meeting notes captured.Agent Tasks & Status
Each agent reports its tasks, progress and items waiting on you; assign new work from the dashboard.Choose Your Package
Every package is set up for you and includes Monthly Support and the Command Center Dashboard. Move up as your practice grows.
| Package | What's included | Setup (one-time) | Monthly | |
|---|---|---|---|---|
| A15 AI Agent Bots | 5 AI Agent Bots: Chief of Staff, BizBuySell, Social Media, Meeting Notes, Email & Calendar; Monthly Support | $995 setup | $99 per month | Buy A1 |
| A210 AI Agent Bots | 10 AI Agent Bots: the five A1 AI Agent Bots plus Basic Value Bot, CIM Bot, Document Manager and 2 Optional Bots of your choice; Monthly Support | $1,495 setup | $149 per month | Buy A2 |
| BPhone Bot + 10 AI Agent Bots | AI Phone Bot (4 agents) + 10 AI Agent Bots; Monthly Support | $1,995 setup | $199 per month | Buy B |
| CB + Valuation Bot | Everything in B + Valuation Bot (valuation, marketing summary, due diligence and value-builder analyses; unlimited valuations); Monthly Support | $2,995 setup | $299 per month | Buy C |
| DThe full AI practice | Everything in C + Business Broker CRM with all automations; Valuation Program (unlimited valuations); 10 AI Agent Bots; 100 leads/month; Monthly Support | $4,995 setup | $499 per month | Buy D |
Add-ons: additional AI Agent Bots beyond your package $149 each, one-time (buy an extra AI Agent Bot) · Additional support beyond your plan: $95/hour. Third-party costs start at $30/month and may increase only if additional AI programs are needed, and only at your request with prior notification. They are not part of the package price. Websites and managed LinkedIn or email campaigns are quoted separately.
Your setup fee is charged at checkout, and Monthly Support starts one month after purchase. After you buy, ESS will reach out to schedule your setup call.
Questions first? Schedule a Call
Meet Your Advisor
Dr. Jason J. Hubler, DBA, CVA
Micro Middle Market & Main Street M&A Advisor · Roll-Up M&A Advisor
Building a platform through add-on acquisitions takes a steady pipeline of the right small businesses, and the discipline to value, structure, and close each one. I work with professional buyers and private equity firms as a Micro Middle Market ($1M–$10M, up to $25M) and Main Street (under $1M) M&A Advisor: sourcing add-on targets through off-market owner outreach, valuing each business, structuring deals with SBA 7(a)/504 financing, and coordinating due diligence through closing, so each add-on fits your platform strategy.
“…specializing in small business roll-ups for professional buyers and PE firms…”
I am a Certified Valuation Analyst (CVA) and Certified Value Builder (CVB), a Certified Master Negotiation Expert (CMNE), as well as a Certified Merger & Acquisition Professional (CMAP). I have been working as a Business Intermediary and M&A Advisor in the Main Street and Lower Middle Markets since 2013, and have over twenty-five years of experience in sales and entrepreneurial ventures.
I am the current President of the Pennsylvania Business Broker Association, as well as a member of International Business Broker Association, National Association of Certified Valuators, and M&A Source. I built these AI Agent Bots to run my own practice, ESS Business Services, and now make them available to advisors across the country.
Put an AI team to work in your practice
Start with Package A1 for $995 setup + $99 / month, and move up as your practice grows.
Buy Package A1 Schedule a Call