Strategic Partnership Proposal

The Black Business
Succession &
Legacy Engine

Building the outreach, engagement, and acquisition infrastructure to power the USBC's most consequential initiative.
Prepared ForTalisha Bekavac, USBC
Prepared ByChristian Smutherman, Growth Loop
DateFebruary 2026
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Talisha, the vision is clear. The urgency is real. What's needed now is the mechanized infrastructure to reach the three audiences that make this initiative go: business owners, corporate partners, and capital providers.

The Silver Tsunami is cresting. Six million businesses will change hands, trillions in enterprise value will be in play, and for Black America, the stakes couldn't be higher. The USBC is the only organization with the credibility, network, and national reach to intervene at scale.

This engagement builds the multi-channel outreach engine underneath the Black Business Succession & Legacy Initiative—positioning, content, cold email infrastructure, LinkedIn authority, and full-time appointment setting across all three audience tracks. We operate the system so your team can focus on what matters most: delivering the program and closing partnerships.

The goal: fill your pipeline with qualified business owners, engaged corporate sponsors, and motivated capital providers within 90 days—and build a compounding engine that scales with each cohort.

"This is like a three-year sprint. Otherwise you're going to have PE come in and buy all the companies, fire all the talent and that wealth is just going to miss us."
— Talisha Bekavac
01

Core Objectives

Objective 01

Multi-Track Pipeline

Build simultaneous outreach engines for all three audiences: retiring business owners, corporate/philanthropic partners, and capital providers—each with distinct messaging, targeting, and conversion paths.

3 tracks live
Objective 02

National Authority

Establish the USBC and Talisha Bekavac as the definitive national voice on Black business succession—the organization that every stakeholder thinks of when this issue surfaces.

Category ownership
Objective 03

First Cohort Launch

Generate sufficient pipeline to open applications for the inaugural cohort of the Black Business Succession & Legacy Program, and secure the first corporate partner commitment.

15–20 businesses
02

The Opportunity
& Three-Track Engagement

Track A

The Legacy Builders

Business owners nearing retirement who need to understand their options, value their life's work, and execute a transition that protects employees and creates wealth—not a fire sale.

Outreach Goal

50–100 qualified leads → First cohort applications

Track B

The Catalysts

Corporate and philanthropic partners seeking a credible, scalable, high-impact initiative that directly addresses racial equity and economic empowerment with clear, measurable KPIs.

Outreach Goal

20+ partner conversations → First sponsorship commitment

Track C

The Acquirers

Capital providers, search funds, and mission-aligned investors seeking vetted, off-market deal flow in the underserved "main street" market ($1M–$10M businesses).

Outreach Goal

Build initial Deal Network → Curated introductions by Month 5

$5T

Enterprise value changing hands in the Silver Tsunami

6M

Small businesses undergoing ownership transitions by 2035

3%

Black entrepreneurs as share of U.S. business owners despite 13% of population

36 mo

Window before PE captures the opportunity and the wealth misses the community

03

Scope of Services

Positioning & Messaging

  • Initiative narrative and brand messaging
  • LinkedIn profile overhaul (Talisha + key leaders)
  • Three-track messaging frameworks
  • Program positioning and naming
  • Lead magnet creation (Succession Readiness Scorecard)

Content System

  • 2–3 LinkedIn posts per week
  • Thought leadership ghostwriting
  • Data-driven content (market stats, case studies)
  • Webinar development and promotion
  • Monthly content calendar + pillar strategy

Cold Email Infrastructure

  • Domain setup and warmup management
  • Microsoft sending inbox provisioning
  • Lead scraping and list building (all 3 tracks)
  • Email verification and cleaning
  • Multi-step sequence copywriting per track
  • Campaign management and optimization

Appointment Setting

  • Full-time dedicated appointment setter
  • LinkedIn outreach execution (800+/month)
  • Cold email campaign operation
  • CRM pipeline management
  • Weekly performance reporting
04

Six-Month Execution Plan

Phase 1 — Foundation & Initial Traction (Months 1–3)

01
Strategy &
Asset Development
Month 1
Finalize positioning, build infrastructure, launch content engine.
Strategic Alignment
Approve blueprint, refine messaging for all three audience tracks
LinkedIn Authority Launch
Overhaul Talisha's profile + key leaders as voices on succession
Content Engine Kickstart
2–3 posts/week: data, case studies, thought leadership
Lead Magnet Creation
Succession Readiness Scorecard + M&A white paper summary
Cold Email Infrastructure
Domains purchased, warmed, inboxes provisioned, sequences loaded
02
Outreach Engine
Activation
Month 2
All three tracks live. Pipeline filling. First conversations booked.
Three-Track Outreach Live
LinkedIn + cold email campaigns for owners, partners, and capital providers
Webinar Development
"The State of Black Business Succession" — curriculum and promotion
Partnership Pipeline
Targeted outreach to first 20 corporate/philanthropic partners
Owner Lead Generation
Target: 50–100 interested business owner leads
03
Funnel Conversion
& First Wins
Month 3
Host first webinar, activate nurture sequences, secure first partner, open program applications.
Inaugural Webinar
Deliver to all three audience tracks, establish USBC authority
Nurture & Convert
Email sequences → program applications + partnership meetings
First Partner Commitment
Close first verbal or written sponsorship for initial cohort
Open Applications
Formally open applications for the first program cohort (15–20 businesses)

Phase 2 — Scaling & Market Dominance (Months 4–6)

04
Program Launch &
Authority Amplification
Month 4
First cohort kicks off. Public presence scaled. Waitlist building for cohort two.
First Cohort Launch
15–20 businesses selected, announced, and onboarded
LinkedIn Live Series
Bi-weekly interviews with cohort members, partners, M&A experts
Scale Outreach
Double outreach volume based on Month 1–3 performance data
Cohort 2 Waitlist
Begin building pipeline for the second program cohort
05
Ecosystem
Building
Month 5
Formalize the Deal Network, deepen partner engagement, build case studies.
Deal Network Launch
Present curated opportunities to engaged capital providers
Partner Roundtable
Exclusive virtual event for current and prospective sponsors
Case Study Development
Document first cohort journeys for marketing and fundraising
Second Partner Close
Leverage program momentum to secure second major commitment
06
Building a Moat &
Planning for Scale
Month 6
Publish flagship report, graduate first cohort, hire program manager, plan Year 2.
Flagship Report
"State of Black Business Succession" — definitive annual benchmark
First Cohort Graduation
Public event showcasing progress, announcing first transitions
Hire Program Manager
Onboard dedicated staff to free executive time for strategy
Year 2 Strategic Plan
Full 6-month review + 12-month plan for multiple cohorts and national expansion
05

What Growth Loop Covers

We absorb the infrastructure cost because we operate at agency scale. You get enterprise-grade outreach tooling without the overhead.

Covered by Growth Loop
Email Sending Platform
Instantly.ai or equivalent for cold email delivery across all three audience tracks.
Save $76/month
Covered by Growth Loop
Lead Scraper
Apollo.io or equivalent for targeted lead data—business owners, corporate executives, capital providers.
Save $99/month
Covered by Growth Loop
Email Verification
MillionVerifier or equivalent to ensure high deliverability and protect sender reputation.
Save $39/month
Covered by Growth Loop
Custom CRM
Three-track pipeline management—owners, partners, capital providers—all in one system.
Save $32/month

Total Infrastructure Covered
by Growth Loop

$739/mo$4,434 in tools over the 6-month engagement

Client-Paid Software (estimated):

Client Responsibility
LinkedIn Sales Navigator
Required for hyper-targeting across all three audience segments.
$119/month — paid directly to LinkedIn
Client Responsibility
LinkedIn Automation
Waalaxy or equivalent. Growth Loop can secure discounted pricing (~$160/year vs. ~$1,200).
~$160/year (save ~$1,000)
Client Responsibility
Microsoft Sending Inboxes
ScaledMail — high-deliverability Microsoft inboxes for ~24,000 emails/month capacity.
$199/month — paid directly to ScaledMail (2-week free trial)
Client Responsibility
Funnel / Landing Page Builder
Perspective Funnels or equivalent for webinar registration, program applications, and lead capture.
$59/month — paid directly to Perspective (2-week free trial)
06

Proposed Investment

6-Month Outreach Engine Build + Operation

Monthly Partnership Fee
$3,500$4,500
Positioning, content, cold email infrastructure, three-track appointment setting.
Total 6-Month Engagement
$21,000
vs. $27,000 at standard rate. Mission-aligned pricing for this initiative.
Pay-in-Full Option
$18,000
Save $3,000 with upfront payment. Infrastructure setup begins immediately.

All pricing reflects a discounted mission-aligned rate. Standard rate is $4,500/month. This engagement covers the full six-month roadmap outlined in this proposal. Pricing does not include client-paid software subscriptions listed above.

Payment Schedule

Upon Signing
$3,500
Infrastructure build begins
Monthly (Mo 2–6)
$3,500
Ongoing operation + optimization
Or: Pay in Full
$18,000
Save $3,000 upfront
$6,000
Service Discount
$4,434
Tools Covered
~$1,000
Waalaxy Deal
~$11,434+
Total Potential Savings
07

Why Growth Loop?

Multi-Track Is Our Specialty

Most outreach engines target one audience. Yours needs three, running in parallel, each with distinct messaging, targeting, and conversion paths. We've built this architecture before and know how to operate it without the tracks bleeding into each other.

We Build Systems, Not Campaigns

Campaigns end. Systems compound. Everything we build—content libraries, warm audiences, automated outreach, evergreen funnels—keeps generating pipeline long after the initial engagement.

We Absorb the Infrastructure

We cover over $700/month in tooling costs because we operate at agency scale. You get enterprise-grade outreach infrastructure without managing vendors, subscriptions, and technical setup.

Mission Alignment Matters to Us

This initiative has the potential to preserve billions in Black wealth and create generational impact. We're pricing this as a partnership, not a transaction, because we believe in what you're building and want to be part of making it happen.

08

Client Responsibilities

To ensure a smooth launch and maximum velocity across all three tracks:

Access to domain/DNS for sending infrastructure
LinkedIn account access for Talisha + key leaders
72-hour turnaround on approvals during build phase
Existing research, white papers, and M&A materials
Introductions to existing USBC chapter network for amplification
Weekly 30-minute check-in for content and campaign alignment

Ownership & Confidentiality

We keep your business information, partnership pipeline, and strategic plans confidential. All targeting data and competitive intelligence remain protected.

Upon full payment, USBC owns all final assets produced specifically for this initiative—landing pages, copy, outreach sequences, content, lead magnets, and capabilities materials.

09

Next Steps

01

Review & Align

Review this proposal. Flag any questions on scope, pricing, tracks, or timeline.

02

Kickoff Session

90-minute deep dive: finalize messaging per track, target lists, and content direction.

03

Build Sprint

We build the full system—profiles, infrastructure, sequences, content, lead magnets—in weeks 1–3.

04

Three Tracks Live

All outreach channels activated. Pipeline starts filling across owners, partners, and capital providers.