CHARTER ACCESS • LIMITED TO 25 FIRMS
Lock Your Charter Seat in The Echelon Deal Ledger
Weekly pre-announcement deal signals for the residential trades, built from state license rosters, ownership records, and a proprietary database of more than 300,000 contractor records. Delivered every Monday.
What lands in your inbox every Monday
- Named license migrations, escrow events, and platform ownership moves across Ohio, Florida, and Texas, with more states on the way.
- The underlying facts and our read on each signal: whether the pattern looks like an ownership transition, a team move, or routine churn. You get the reasoning, not just a score.
- Signals pulled from primary state records that update weekly and cover every licensed operator, including the majority who publish nothing online.
CHARTER RATE
$299 per month, per firm
Locked for the life of your subscription. List rate rises to $499 once charter closes. Month to month, cancel anytime.
Secure checkout by Stripe. Cancel anytime from your account.
Two reasons to move now
Charter is capped at 25 firms. When the seats are gone, the charter rate is gone. Every firm that joins keeps its locked rate no matter how far coverage expands, and charter subscribers vote on which states come next.
The public window closes August 2. Issues 001 through 004 are the public record, running through July 26. Beginning with Issue 005 on Sunday August 2, the Ledger goes to charter subscribers only. After that, the only way in is at the rate in effect then.
Cancel anytime, no phone call required
You manage your own subscription through Stripe’s secure portal. If the Ledger is not earning its place in your Monday, cancel in two clicks. No retention calls, no runaround.
What happens after you subscribe
1. Checkout takes about a minute. You enter your firm and card, and if you want, one line on your acquisition mandate.
2. You get an instant confirmation and your charter rate is locked for the life of the subscription.
3. Your first issue arrives the following Monday by email from mike@echelonreports.com. Add that address to your contacts so it does not land in spam.
Before you decide
How is this different from PitchBook, Grata, or Sourcescrub?
Those platforms report on companies with an online footprint and on deals after they surface. The Ledger works from primary state records, covers every licensed operator including the ones who publish nothing, and flags movement before it is announced. It is a signal product, not a directory, at a fraction of an enterprise data seat.
Is this investment advice?
No. The Ledger is market intelligence built from public records and proprietary data. It flags activity worth investigating. Diligence, valuation, and deal decisions remain yours.
Who is behind it?
J. Michael Warner, founder of Echelon Reports, drawing on the Echelon Database of more than 300,000 contractor records built over years of primary collection. Thirty years in the residential trades and a U.S. Army veteran.
Built for private equity teams, M&A advisors, family offices, lenders, and corporate development teams tracking consolidation in the residential trades.
Secure checkout by Stripe. Locked rate for the first 25 firms.
Questions before you subscribe? Reach Mike directly.
Email mike@echelonreports.com • Call or text 740-716-5324 • linkedin.com/in/jmichaelwarner
The Echelon Deal Ledger is market intelligence built from public records and proprietary data. It is not investment advice. Data sources include public state license rosters, ownership records, and the Echelon Database.