Customer Success

Plan B and C, inc.

Act! makes connecting and engaging with clients seamless for Plan B and C, inc.

Since 2019, Plan B and C, inc. has sought Corporate Refugees in the form of executives and investors looking to explore the benefits of business ownership. Headquartered just outside of Boston, Massachusetts, the brokerage firm specializes in identifying and aligning clients with strategic income opportunities focused on small and medium-sized business (SMB) investments and acquisitions.
“From my early days as a brokerage consultant to now, Act! has always helped simplify finding, connecting, and building relationships with clients. As Act!’s features continue to evolve, so do I—learning new ways to leverage the software to provide better service to my clients.”
Matt Agnese
President, Plan B and C, inc.

Key Benefits

Read the full story or start a free trial