Helping Clients
Maximize Value.
Preserve Legacy.
Create Options.
Business owners often spend decades building value but may never fully understand their options when the time comes to transition. SHARK DealRoom Live was created to change that — with you at the table.
Gerard Perillo personally reviews every application.
Founder, SHARK DealRoom Live
817+ Transactions Closed | $575M+ Transaction Volume | CEPA®, CBI, M&AMI
Qualified businesses may be invited to a private introductory conversation.
A Confidential Environment Built Around Your Clients
SHARK DealRoom Live provides qualified business owners with a private, invitation-only environment to explore strategic opportunities — while allowing trusted advisors to remain involved throughout the process.
Unlike traditional listing platforms, SHARK DealRoom Live focuses on qualified buyers, structured meetings, and meaningful conversations. No public exposure. No unnecessary risk to your client's business or reputation.
Gerard Perillo personally reviews every application.
Founder, SHARK DealRoom Live
817+ Transactions Closed | $575M+ Transaction Volume | CEPA®, CBI, M&AMI
Qualified businesses may be invited to a private introductory conversation.
We Welcome Introductions From:
Gerard Perillo personally reviews every application.
Founder, SHARK DealRoom Live
817+ Transactions Closed | $575M+ Transaction Volume | CEPA®, CBI, M&AMI
Qualified businesses may be invited to a private introductory conversation.
Clients We Are Currently Seeking
7+ Years Established
Proven operating history
$500,000 – $2,000,000 EBITDA
Consistent financial performance over 3 years
Management Team in Place
Not solely owner-dependent
Strong Market Position
Defensible competitive advantage
Considering a Sale, Recapitalization, Succession Plan, or Strategic Partnership
Open to exploring all options
The Event
Private Invitation Only — Main Street Legacy Tour
September 30 – October 1, 2026
The Setting
Private Executive Residence
Invitation only — not a conference
Businesses Selected
Only 5
2 already accepted
Positions Remaining
3 Left
Limited availability
A Process Built Around Your Clients
Confidential Process
No public listings. No public marketing. No unnecessary exposure. Your client's identity and business information are protected at every stage.
Qualified Buyer Matching
Buyers are screened and qualified before participation. Every buyer in the room has a verified mandate and the capacity to close.
Collaborative Approach
We believe the client's advisory team should remain involved throughout the transaction process. This is not a closed door — it's an open table.
Structured Meetings
Participating businesses meet with qualified buyers through a professionally managed process designed to create meaningful opportunities — not networking noise.
Three Verified Buyers Opportunity
Our objective is to create competitive interest and provide business owners with real options — not a single take-it-or-leave-it offer.
35 Business Day Guarantee*
Qualified transactions accepted into SHARK DealRoom Live are backed by our 35 Business Day Guarantee or Sold Free program.
Gerard Perillo personally reviews every application.
Founder, SHARK DealRoom Live
817+ Transactions Closed | $575M+ Transaction Volume | CEPA®, CBI, M&AMI
Qualified businesses may be invited to a private introductory conversation.
The Largest Financial Event
of Their Lifetime.
Many advisors spend years helping clients build wealth through their business. The transition of that business may become the single largest financial event of their lifetime.
Helping clients prepare early can create opportunities to improve value, reduce risk, and preserve legacy — for them and for the generations that follow.
Gerard Perillo personally reviews every application.
Founder, SHARK DealRoom Live
817+ Transactions Closed | $575M+ Transaction Volume | CEPA®, CBI, M&AMI
Qualified businesses may be invited to a private introductory conversation.
Trusted Advisor Network
SHARK DealRoom Live is not simply a brokerage event. It is a professional ecosystem built around the client — bringing together the right advisors, the right buyers, and the right process.
CPAs
Tax strategy & financial review
Wealth Advisors
Post-transaction wealth planning
Estate Planning Attorneys
Legacy & succession structuring
SBA Lenders
Acquisition financing solutions
Valuation Professionals
Business value assessment
Exit Planning Advisors
Strategic exit readiness
This ecosystem positioning aligns with Gerard Perillo's credentials as a CEPA®, FICPA VFALS Committee member, MAKO Score™ founder, and national speaker on business value and exit planning.
Gerard Perillo personally reviews every application.
Founder, SHARK DealRoom Live
817+ Transactions Closed | $575M+ Transaction Volume | CEPA®, CBI, M&AMI
Qualified businesses may be invited to a private introductory conversation.
Gerard Perillo
CEPA® · CBI · M&AMI · CM&AP · BCA · MBA/JD
Founder, SHARK DealRoom Live
Founder & CEO, SHARK Team Business Brokerage
Founder, MAKO Score™
- 817+ Business Transactions Facilitated
- $575M+ Lifetime Transaction Value
- 96% Historical Success Rate
- Amazon Best-Selling Author
- National Speaker on Business Value, Exit Planning & M&A
Appointed to the Florida Institute of CPAs (FICPA) VFALS Committee (2026–2027)
"The best advisors help clients maximize the value of the business they've spent a lifetime building, then help them preserve the wealth and legacy it creates for generations to come."
I AM SHARK. — Gerard Perillo
Gerard Perillo personally reviews every application.
Founder, SHARK DealRoom Live
817+ Transactions Closed | $575M+ Transaction Volume | CEPA®, CBI, M&AMI
Qualified businesses may be invited to a private introductory conversation.
Watch the Sizzle Reel
SHARK DealRoom Live — Sizzle Reel
Interested in Referring a Client?
Learn whether SHARK DealRoom Live may be a fit for your clients.
Confidential · Collaborative · Invitation Only
Gerard Perillo personally reviews every application.
Founder, SHARK DealRoom Live
817+ Transactions Closed | $575M+ Transaction Volume | CEPA®, CBI, M&AMI
Qualified businesses may be invited to a private introductory conversation.
*Terms and conditions apply. All information exchanged is strictly confidential and intended solely for qualified participants.