What's inside the Business Broker Toolkit?

Everything to start your brokerage from scratch. And more..

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Sierra Bay Academy

  1. Checklists

    7 lessons
    1. Ancillary Closing Documents
    2. Seller & Business Questionnaire
    3. LOI Terms
    4. Seller Due Diligence Preparation
    5. Seller Monthly Business Financial Update
    6. Valuation Information Request
    7. Teaser Preparation
  2. Templates

    14 lessons
    1. Asset List
    2. Business Broker Role Acknowledgement
    3. Buyer Indication of Interest
    4. Buyer Non-Disclosure Agreement
    5. Confidential Information Memorandum (CIM)
    6. Indication of Interest Request Letter
    7. Letter of Intent
    8. Mutual NDA
    9. Offer Comparison Worksheet
    10. Referral Agreement - Buyer
    11. Referral Agreement - Seller
    12. Sales Consulting Agreement
    13. Seller Authorization to Disclose
    14. Seller Kick-off Presentation
  3. Valuation Resources

    3 lessons
    1. Add-back Worksheet (for seller/CPA/bookkeeper)
    2. Market Price Analysis/Valuation Report - Template
    3. Market Price Analysis/Valuation Calculation - Template
  4. Reference Guides

    18 lessons
    1. Business Broker Glossary
    2. How to Explain Your Role as a Business Broker
    3. How to Explain Business Valuation
    4. How to Explain the Business Sale ProcessĀ 
    5. How to Explain Confidentiality
    6. How to Explain Buyer Screening
    7. How to Explain Letter of Intent (LOI)
    8. How to Explain Exclusivity (No-Shop)
    9. How to Explain Due Diligence (DD)
    10. How to Explain Working Capital
    11. How to Explain Asset vs. Stock Sales
    12. How to Explain Purchase Price Allocation
    13. How to Explain Seller Financing
    14. How to Explain SBA Financing
    15. How to Explain Earnouts
    16. How to Explain the Closing Process
    17. How to Explain the Timeline to Closing
    18. How to Explain the Difference Between Asking Price and Market Value
  5. Running Your Brokerage

    5 lessons
    1. Annual Brokerage Review (Checklist)
    2. Business Entity Setup (Checklist)
    3. Business Planning (Worksheet)
    4. Entry Path Decision Matrix (Worksheet)
    5. Monthly Brokerage Review (Checklist)
  6. Instructions & Samples

    4 lessons
    1. SAMPLE - Teaser
    2. SAMPLE - Confidential Information Memorandum (CIM)
    3. Instruction - Use AI to Draft a CIM with AI
    4. 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

Get the Playbook

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


Get the Toolkit

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

Invitation only

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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In their words

Testimonials

[ Quote — a career-changer who gained clarity. ]

Name

considered brokerage as a second career

[ Quote — a fresh broker who sharpened their approach. ]

Name

new business broker

[ Quote — someone who used the Toolkit or Roundtable. ]

Name

Member

Questions

Frequently Asked Questions

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