What's inside the Business Broker Toolkit?
Everything to start your brokerage from scratch. And more..
Get the Toolkit
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Checklists
7 lessons- Ancillary Closing Documents
- Seller & Business Questionnaire
- LOI Terms
- Seller Due Diligence Preparation
- Seller Monthly Business Financial Update
- Valuation Information Request
- Teaser Preparation
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Templates
14 lessons- Asset List
- Business Broker Role Acknowledgement
- Buyer Indication of Interest
- Buyer Non-Disclosure Agreement
- Confidential Information Memorandum (CIM)
- Indication of Interest Request Letter
- Letter of Intent
- Mutual NDA
- Offer Comparison Worksheet
- Referral Agreement - Buyer
- Referral Agreement - Seller
- Sales Consulting Agreement
- Seller Authorization to Disclose
- Seller Kick-off Presentation
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Valuation Resources
3 lessons- Add-back Worksheet (for seller/CPA/bookkeeper)
- Market Price Analysis/Valuation Report - Template
- Market Price Analysis/Valuation Calculation - Template
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Reference Guides
18 lessons- Business Broker Glossary
- How to Explain Your Role as a Business Broker
- How to Explain Business Valuation
- How to Explain the Business Sale ProcessĀ
- How to Explain Confidentiality
- How to Explain Buyer Screening
- How to Explain Letter of Intent (LOI)
- How to Explain Exclusivity (No-Shop)
- How to Explain Due Diligence (DD)
- How to Explain Working Capital
- How to Explain Asset vs. Stock Sales
- How to Explain Purchase Price Allocation
- How to Explain Seller Financing
- How to Explain SBA Financing
- How to Explain Earnouts
- How to Explain the Closing Process
- How to Explain the Timeline to Closing
- How to Explain the Difference Between Asking Price and Market Value
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Running Your Brokerage
5 lessons- Annual Brokerage Review (Checklist)
- Business Entity Setup (Checklist)
- Business Planning (Worksheet)
- Entry Path Decision Matrix (Worksheet)
- Monthly Brokerage Review (Checklist)
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Instructions & Samples
4 lessons- SAMPLE - Teaser
- SAMPLE - Confidential Information Memorandum (CIM)
- Instruction - Use AI to Draft a CIM with AI
- Instruction - Complete Valuation Report with AI
The Academy
Four pillars with everything you need
The Business Broker Playbook
teaches you
The complete video course. 47 lessons across 10 modules and three parts, taking you from understanding the profession and setting up your practice, to mastering the trade and closing your first deal.Ā Click here to see what's inside.
The Business Broker Toolkit
equips you
Your complete brokerage operating system. Checklists, templates, valuation models, and reference guides, everything you need to run a professional practice from day one.
The Business Broker Roundtable
elevates you
Your live practice community. Weekly roundtable with Q&A, peer learning, and real deal problem-solving. Monthly challenges and practice exercises. 1:1 office hours available as an add-on.
The Business Broker Network
Ā resources you
A curatedĀ collection of trusted partners and providers including attorneys, SBA lenders, accountants, advisors, listing platforms, and a list of tools and services that support our work as business brokers.
Learn – Use – Join
Choose what fits
We support you in many ways. Choose what fits your needs and come back when you're ready for more.
The Business Broker Playbook *
$399
learn the trade
The complete video course. From opening your practice to closing a deal. Start here to understand the profession and master the skills.
1-month access
* Start here!Ā Subsequently you canĀ join theĀ the Business Broker Roundtable
The Business Broker Toolkit
$499
equip yourself
Templates, checklists, valuation models and samples that support your professional practice. Download all and keep forever.
1-month access
The Business Broker Roundtable
$175*/mo
together is better
Your live community with weekly Roundtables. Includes the Toolkit, continued access to the Playbook, andĀ a Partner Network.
* 6-month minimum commitment
or $1,750 for a full yearĀ
Only available after completed Playbook
Not sure yet?
On the fence? Let's talk.
If you're not sure whether this is what you need, book a free consultation. No pressure, no pitch. Just an honest conversation to help you decide.
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