From Rolodex to AI: How Business Brokerage Technology Has Changed Since the 1980s, and What Each Era Teaches Today
Home / Blog / From Rolodex to AI Business brokerage, then and now From Rolodex to AI: How Business Brokerage Technology Has Changed Since the 1980s, and What Each Era Teaches Today Business brokers have gone from index cards and fax machines to online marketplaces, e-signatures, data rooms and AI. Every era solved one problem […]
Workflow Automation for Business Brokers: 6 Before-and-After Examples Across the Deal
Home / Blog / Workflow Automation Automation for business brokers Workflow Automation for Business Brokers: 6 Before-and-After Examples Across the Deal Automation isn’t about replacing brokers. It’s about making sure the routine steps of every deal happen on time, every time, so brokers can spend their days with buyers and sellers. Here’s how workflow automation […]
Who Sees What? Buyer Approval, Information Release and Team Permissions for Business Brokers
Home / Blog / Buyer Approval and Data Rooms Confidentiality for business brokers Who Sees What? Buyer Approval, Information Release and Team Permissions for Business Brokers Approving a buyer isn’t the end of the confidentiality process. It’s the start of the most sensitive part: deciding what each buyer sees, when, and which members of your […]
Business Broker NDAs: 10 Different Methodologies for Completing an NDA
Home / Blog / Business Broker NDAs Confidentiality for business brokers Business Broker NDAs: 10 Different Methodologies for Completing an NDA One NDA for every buyer and every listing is simple, but it rarely fits how brokerages really work. Some listings need extra protection, some states have their own rules, and private equity groups negotiate. […]
Lead Assignment for Business Brokers: 7 Ways to Route Every Buyer to the Right Broker
Home / Blog / Lead Assignment for Business Brokers Lead management for business brokers Lead Assignment for Business Brokers: 7 Ways to Route Every Buyer to the Right Broker In business brokerage, buyer loyalty is low and speed wins. When an inquiry sits in a shared inbox, or lands with the wrong broker, the buyer […]
How to Succeed as a Business Broker: 4 Habits That Close More Deals
Home / Blog / How to Succeed as a Business Broker Business brokerage skills How to Succeed as a Business Broker: 4 Habits That Close More Deals Successful business brokers aren’t just good at finding deals. They take ownership of every listing, get the full value from every lead, find out early which buyers can […]
A Well-Oiled Machine for Your Brokerage: Why You Don’t Need to Build a CRM From Scratch
Home / Blog / A Well-Oiled Machine CRM for business brokers A Well-Oiled Machine for Your Brokerage: Why You Don’t Need to Build a CRM From Scratch You could spend months building a brokerage CRM on a general-purpose platform, or stitching together separate tools. Or you could start with a system where the broker-specific pieces […]
Smarter Lead Parsing for Business Brokers: Turn Every Marketplace Inquiry Into a Registered Buyer
Home / Blog / Smarter Lead Parsing CRM for business brokers Smarter Lead Parsing for Business Brokers: Turn Every Marketplace Inquiry Into a Registered Buyer Most lead parsers just copy a BizBuySell inquiry into your CRM and leave the rest to you. A smarter parser knows who the buyer is, whether they’ve registered, how many […]
A DocuSign Alternative for Business Brokers, at Half the Cost
Home / Blog / DocuSign Alternative for Business Brokers CRM for business brokers A DocuSign Alternative for Business Brokers, at Half the Cost Business broker Sam Gabler cut his e-signature costs almost in half by switching to Vertica Sign. Today it’s included in Vertica CRM at no extra cost, and it does something a typical […]
Business Brokers Ask, “Do I Go It Alone or Do I Join a Firm?”
Home / Blog / Go It Alone or Join a Firm? Lessons from the field Business Brokers Ask: Do I Go It Alone or Join a Firm? Lou Brill became a business broker after losing his Wall Street job, joined a mid-sized firm and closed more than 100 deals in 13 years. Here’s his story, […]