For Technology Advisors, Telecom Agents & Agency Owners
Sell your business to an operator — not a flipper.
Confidential valuations and flexible deals for technology advisors, telecom agencies, and books of business. Your clients stay protected. Your book keeps growing.
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Serving advisors across Canada & the U.S. • Channel-native operators • Backed by committed capital • 100% confidential
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What is your book of business actually worth?
Most advisors have never had their book valued — so they have no idea whether they’re sitting on a six-figure asset or leaving money on the table. Whether you call yourself a telecom broker, an agent, or a technology advisor, the value is in your recurring residual income, and we’ll help you understand it.
It’s about recurring income
Telecom and advisory books have few hard assets — their value is the future cash flow of your residual commission stream, valued as a multiple of your monthly residuals.
Evergreen vs. term
A book that pays as long as the carrier gets paid is worth far more than residuals that expire with the contract. We help you document what you actually have.
What lifts your number
High recurring mix, low churn, diversified clients and carriers, and a book that doesn’t depend entirely on you. We show you the quick wins before a sale.
Typical deal shape: roughly 70–80% paid at close, with the balance over a 1–3 year earnout tied to retention — structured so you’re rewarded for the book you actually built. We walk you through every number before anything is signed.
The Timing
Why advisors are selling right now
Retirement & succession
Winding down but holding a residual stream that isn’t liquid — with no plan to turn it into a retirement.
It’s not your core business
You run a primary business — an MSP, IT firm, consultancy — and the telecom book is a side line you’d rather not manage.
It outgrew the side gig
What started as a small side project became a second job you never asked for, pulling focus from what you actually do.
Too big to handle solo
The book grew faster than your capacity to service it well — and you don’t want your clients to pay for that.
The stack outran you
Security, cloud and AI have exploded. Keeping up across the whole book alone is no longer realistic.
A favourable window
Recurring-revenue demand is near decade highs, and (for Canadian sellers) capital-gains rules are settled.
The Books Everyone Else Ignores
We buy what the big aggregators won’t touch.
“Agencies under $1 million in revenue are not viewed as attractive prospects by buyers.”
That’s the industry’s own conclusion — and it leaves most independent advisors with nowhere to go. Private-equity rollups want large platforms to flip. We’re the opposite: we welcome smaller and single-product books, because we can expand them across our 400+ vendor network. If you’ve been told your book isn’t big enough to sell — talk to us first.
The Real Decision
An operator vs. a capital firm
| DisruptionIO (Operator) | PE / Capital Rollup | |
|---|---|---|
| Motive | Run your book forward and grow it | Engineer a financial exit, 5–7 years |
| Your clients | Protected — and expanded across 400+ vendors | A line item; back office consolidated |
| Your team & brand | Can stay, merge, or transition on your terms | Often trimmed to hit EBITDA targets |
| How they profit | Recurring commissions as the book grows | Multiple arbitrage — buy low, flip higher |
| The clock | No forced flip. No rush. | A hold-period countdown |
Who We Are & Why We Care
We’re advisors too. We’re not here to flip you.
DisruptionIO is a technology advisory — rooted in Canada, working with advisors across Canada and the U.S. We know what an evergreen residual is, why a clean book transfer matters, and how much trust it takes to earn a client’s signature. We’re operators backed by committed capital, and we’d rather grow a great book than gut it.
Russell Herman
Co-FounderA British Columbia–based technology advisor and founder, Russ has spent his career helping businesses cut through technology complexity, and buys and builds advisory practices the same way: client-first, for the long term.
Marc Kester
Co-FounderWith 25+ years in telecom sales — much of it at Rogers/Shaw across British Columbia — Marc turns complex connectivity into reliable solutions, and leads the partnership side of every acquisition so each book and its clients land in good hands.
Flexible By Design
Deal structures that fit your life
Full buyout
A complete sale of your business or book, with a clear transition and your clients in good hands.
Book purchase
Sell the residual stream while you keep your entity or wind down on your own timeline.
Sell & stay
Cash out but keep working the relationships you love — as a partner, advisor, or contractor.
Partnership / merge-in
Roll your book into our platform, keep upside, and let us run the ops you’ve been carrying alone.
Frequently asked questions
Is this confidential?
Completely. Initial conversations and valuations are private and non-binding. Nothing is shared with carriers, clients, or anyone else without your explicit say-so.
How do you value my book?
We look at your recurring residual income, how durable it is (evergreen vs. term), churn and retention, client and carrier diversification, and how dependent the book is on you — then give you a realistic range.
My book is small or focused on one product. Can I still sell?
Yes — that’s our sweet spot. The big aggregators pass on smaller and single-product books. We don’t, because we can expand them across 400+ vendors.
What happens to my clients?
They get served — and get access to more. We’re operators, not a back office that churns accounts to cut costs. If you want to stay involved with key relationships, you can.
I’m in Canada — are there tax advantages?
Often, yes. Qualifying share sales may access the Lifetime Capital Gains Exemption at the current 50% inclusion rate. We’ll structure thoughtfully and connect you with a Canadian tax advisor. This is general information, not tax or legal advice.
Find out what your book is worth.
Free, confidential, no obligation. Reach out and we’ll come back with a realistic valuation range and your options — straight from the founders.
Request My Confidential Valuation🔒 Private & confidential — your details are never shared.
The information on this page is general and for educational purposes only — not tax, legal, accounting, or investment advice, and any ranges referenced are illustrative, not an offer. Consult a qualified Canadian tax and legal advisor before making any decision regarding the sale of your business or book of business.
