A full-funnel engine for business owners sitting on $5M+ gains.
This firm helps business owners and high-net-worth individuals defer capital gains taxes through Deferred Sales Trusts — a complex, high-ticket offering with a long sales cycle. It needed a partner who could reliably find business owners facing $5M+ gains events at a cost that made sense. Aspen has run the entire engine.
"Your system's friggin' awesome. I love it. I've got millions in this thing, and I'm not letting up — we're going to have the biggest summer ever."
The challenge
The firm had a powerful product but no scalable, consistent pipeline of qualified leads. The deals are large, the sales cycle is long, and the ideal client is rare — business owners and investors sitting on $5M+ in capital gains events. It needed a system that could find those people reliably and economically.
The approach
Aspen built a full-funnel lead-generation engine: Meta ad campaigns targeting business owners with "defer capital gains tax" messaging, a downloadable guidebook funnel, YouTube and webinar video featuring the team, an optimized booking page, conversational email automation, and a dedicated SDR managing follow-up and live introductions. We ran it end to end and tuned it month over month.
The outcome
Leads scaled from ~70 in month one to 196 in a single month, at roughly $20 per lead. The firm has closed $33,400+ since launch with ~$63M in active engagement agreements, ~$58M in strong future pipeline, and one $500M case pending.
What we ran
- Meta / Facebook ad campaigns
- Downloadable guidebook funnel
- Video & webinar strategy
- Booking page optimization
- Email automation sequences
- Dedicated SDR & lead qualification