Business Broker Virtual Assistants: How Vertica People Helps You Close More Deals with Less Time on Admin
Trained SDRs and administrative assistants for business brokers and M&A advisors — American professionals, supervised and pre-trained in M&A workflows, integrated with Vertica CRM from day one.
Quick answer
A business broker virtual assistant is a trained remote professional who handles the administrative and sales development work inside a brokerage — buyer inbox management, NDA tracking, due diligence coordination, listing marketing, CRM data entry, and calendar management. Unlike general-purpose virtual assistants, broker-specific VAs arrive pre-trained in M&A transaction workflows, deal confidentiality requirements, and buyer qualification processes.
Vertica People is a staffing service for business brokers and M&A advisors that provides two types of trained professionals: administrative assistants who clear your desk of operational work, and sales development representatives (SDRs) who run outbound seller prospecting on your behalf. Both are American professionals working from a managed, supervised office environment.
Why admin work is consuming your brokerage
Salesforce's State of Sales (6th Edition, 2024) surveyed 5,500 sales professionals across 27 countries and found that the average sales rep spends only about 30 percent of their working week actually selling. The remaining 70 percent goes to administrative tasks, data entry, internal communication, and coordination work that generates no revenue on its own.
Business brokers tend to run heavier on the admin side still. Every transaction layer adds a task: a new buyer inquiry means an NDA to send, a proof-of-funds document to request, a CRM record to create or update, a follow-up to schedule. A new listing means a marketing package to build, a buyer match list to pull, and a data room to prepare before the first call. Meanwhile, the seller wants regular updates on where things stand.
When you're doing this work, you're not prospecting for new listings. When you're not prospecting, the pipeline you're counting on six months from now starts to thin. This is the trap most brokers recognize only once they're already in it: the period when you're busiest on current deals is exactly when your future pipeline gets neglected.
The pipeline gap
Most business brokers experience a predictable cycle: land several listings, get buried in deal administration, neglect outbound prospecting, and find themselves with an empty pipeline once those deals close. The gap between "too busy to prospect" and "nothing in the queue" is typically six to nine months. That's just long enough that the connection to its cause is easy to miss.
Why a generic virtual assistant doesn't solve this
Hiring a general-purpose virtual assistant is a reasonable instinct. The problem is that business brokerage has a specific vocabulary, a specific set of compliance sensitivities, and a set of workflows that don't resemble anything else a typical VA has seen.
A generic VA who hasn't worked in M&A does not know the difference between a teaser and a CIM, what an NDA means in the context of a business sale, how to handle a proof-of-funds request professionally, or why deal confidentiality is different from general business privacy. You end up spending as much time teaching and supervising as you would just doing the work yourself and in a client-facing role, the cost of an avoidable misstep is real.
Vertica People was built to close this gap. The professionals it provides arrive already trained in business brokerage workflows. The article below covers what they do, how they're different, and what that looks like in practice for a broker who was drowning in administration.
What a business broker virtual assistant actually does
The term "virtual assistant" covers a wide range of roles. In the business brokerage and M&A advisory context, it refers to a remote professional who handles specific, defined categories of work inside a practice, either administrative and operational tasks, or outbound seller prospecting. These are two distinct roles with different skill sets.
Business broker virtual assistant (administrative)
A remote professional who handles the operational layer of a brokerage so the licensed broker can stay focused on deal-making. This includes managing the buyer inbox, distributing and tracking NDAs, organizing due diligence documents, preparing buyer data rooms, running listing marketing, chasing outstanding items from counterparties, and keeping CRM records current. The goal is to free the broker from routine tasks that require attention but not the broker's judgment or license.
Business broker SDR (Sales Development Representative) or simply a "Lead Generator"
A remote professional who runs outbound seller prospecting on the broker's behalf, keeping the future pipeline full while the broker manages active deals. This includes identifying target business owners in the broker's preferred sectors and geography, reaching out through approved channels using approved scripts, pre-screening respondents, and booking listing appointments directly on the broker's calendar.
Vertica People
A staffing service for business brokers and M&A advisors that provides trained administrative assistants and SDRs. Unlike generic offshore staffing, Vertica People professionals are Americans who have relocated abroad, bringing U.S. professional backgrounds and cultural fluency to every client interaction. All are pre-trained in M&A transaction workflows before their start date, work from a managed, supervised office environment, and are trained on Vertica CRM. They can also adapt to other CRM platforms the broker uses. Vertica People serves business brokers and M&A advisors in the United States and Australia.
The key distinction between a Vertica People professional and a general-purpose virtual assistant is not just experience. It's professional context. These are Americans who understand how U.S. business owners think about selling a company they've built. Onboarding a generic VA to the point where they can operate independently in a business sale environment typically takes weeks of broker time. Onboarding a Vertica People professional takes days.
What Vertica People handles — and what stays with you
Handled by Vertica People: buyer inbox management, NDA distribution and tracking, due diligence document requests, data room setup and access management, listing marketing, proof-of-funds follow-up, CRM data entry and updates, calendar management, outbound seller prospecting, appointment setting.
Stays with the licensed broker: seller and buyer relationship management, deal negotiations, pricing and valuation, final buyer qualification decisions, legal agreements, closing.
The four services Vertica People provides
Every broker who comes to Vertica People is dealing with a version of the same problem: not enough hours for the work that only they can do, because the operational work that anyone with the right training could do is consuming their schedule. The service is built around four areas that address this.
Relentless, professional seller prospecting
Your SDR runs daily outbound seller outreach using your approved criteria and scripts. This means identifying business owners in your target sectors, initiating contact, pre-screening respondents, and booking listing appointments directly on your calendar, without you touching the process. The SDR handles the volume of outreach that most brokers know they should be doing but cannot sustain alongside active deal management. The result is a pipeline that keeps building even when you're in the middle of three closings.
Total administrative relief
Your admin assistant takes over the operational layer of your brokerage: managing the buyer inbox, distributing NDAs and following up on outstanding signatures, requesting and organizing due diligence documents, maintaining your buyer data room, running listing marketing across portals, coordinating with counterparties, and keeping your CRM current. These are the tasks that need to be done correctly and on time, but that don't require your judgment or your license. When they're off your plate, your day is about deal-making.
Native Vertica CRM integration
Every Vertica People professional is trained on Vertica CRM before they start — buyer pipeline management, data rooms, VerticaSign, listing workflow, and document tracking. They are productive from day one without requiring you to run a training session. For brokers on other platforms, Vertica People professionals can adapt to the CRM, pipeline tracker, or M&A database your practice uses.
Professional quality at sustainable cost
The professionals Vertica People places are Americans who have relocated abroad for personal reasons. Because their cost of living is lower than in the US, they're able to work at rates significantly below what the equivalent position pays stateside, while still earning fair professional compensation. You're not getting bottom-of-market offshore labor. You're getting a U.S.-caliber professional whose personal circumstances make an affordable arrangement possible. Pricing varies by role, candidate, and workload. Vertica People helps negotiate a rate that works on both sides.
Why Vertica People is different from a generic VA
Two things distinguish Vertica People from general-purpose offshore staffing: who the professionals are, and how the arrangement is structured on the financial side.
These are Americans. Not "English speakers from abroad"
The professionals Vertica People places are not offshore workers who speak good English. They are Americans. Many of them had careers in business, finance, real estate, or operations before they left the US. They grew up navigating U.S. professional norms, understand how American business owners think, and have the professional frame of reference that your clients have, because they share it.
What relocated them was personal, not professional: a spouse's career, a lifestyle preference, a decision to retire in a country with a lower cost of living. That personal choice happens to create an arrangement that works well for business brokerages looking for quality support at a sustainable cost.
This matters in a brokerage context more than it might elsewhere. Business brokerage is a relationship business. When a business owner who has spent 30 years building a company picks up the phone to ask a question about their listing, the person answering is representing your practice at a moment that counts. A professional who grew up in the same professional culture as that business owner — who understands the norms, the expectations, and the unspoken rules of American business dealings, handles that moment differently than one who was trained to approximate it.
They understand when correspondence should be formal and when it should be direct. They know how to handle a reluctant seller without being pushy, and how to respond to a buyer who calls without an appointment. They understand what deal confidentiality means, not just the documents, but the existence of a sale, because they worked in U.S. professional environments where that was simply how things were done.
The pricing model: fair rates, not rock-bottom rates
Because these professionals live in countries with lower costs of living than the United States, they're able to accept wages significantly below what the same position would pay stateside — and still live well. This is not a hardship arrangement. It's a personal decision that happens to align with what brokerage practices need.
What you're not getting is a $5-an-hour worker from a cheap staffing pool. What you are getting is a U.S.-trained professional whose personal circumstances make a below-US-market rate reasonable for them and affordable for you. The rate depends on the service, the role, and the individual candidate.
Vertica People works directly with these candidates and helps both sides negotiate a fair arrangement. The goal is a rate that the professional accepts with satisfaction and that your practice can sustain, not a price so low it signals something is wrong, and not a rate so high it defeats the purpose. That negotiation is part of what Vertica People does.
Management and supervision: zero babysitting required
Every Vertica People professional works from a physical office, not a home setup. The office is managed by people who have worked in business brokerage and M&A, which means your assistant arrives with industry context already in place. They know what a data room is, why deal confidentiality is different from general business privacy, how to handle a proof-of-funds request, and what a qualified buyer actually looks like.
Their work is reviewed by professionals who understand what good looks like in this industry. Quality control doesn't depend entirely on your feedback loop or your availability to supervise. The structure exists to catch problems before they reach you or your clients.
For a solo broker or a small team, this is the practical difference between a hire that requires ongoing management attention and one that runs itself. You set the criteria, approve the scripts, review the results, and take the appointments that get booked. The coordination layer is handled on the other end.
Beyond the software
Vertica CRM handles the data layer of your brokerage, buyer records, deal pipeline, documents, signatures, and listing workflow. Vertica People handles the human layer: the outreach, the follow-ups, the inbox, and the coordination that software automates in structure but that still requires a person to do well. The two are designed to work together, but Vertica People professionals can operate in any CRM environment.
Who this is a good fit for
Not every brokerage needs the same kind of support, and not every practice is the right fit for Vertica People. Here is an honest look at where this works well and where it doesn't.
Good fit
- Solo brokers managing active deals who can't prospect consistently because current listings consume their time
- Small brokerage teams with an administrative gap that's slowing deal flow, inbox backlog, NDA delays, CRM data falling behind
- M&A advisors and boutique advisory practices who need deal support and business development help without a full-time hire
- Brokers with seasonal or uneven pipeline who want help building future deal flow without committing to a U.S.-market salary
- Brokers coming off a busy closing period who need their pipeline rebuilt quickly before the gap becomes a problem
Probably not the right fit
- Anyone looking for the cheapest possible option, the value here is professional quality and industry training, not rock-bottom hourly rates
- Practices that need someone physically on-site, Vertica People professionals work remotely from a managed office environment
- Early-stage practices with limited deal volume that doesn't yet justify a dedicated support professional
- Brokers who want to manage staff themselves without a supervisory layer, the supervised office structure is part of what Vertica People provides
Not sure which category you fall into? A short Zoom call is the fastest way to find out. If Vertica People isn't the right fit for your practice right now, we'll tell you.
| Feature / Capability | Traditional Virtual Assistant | Vertica People |
|---|---|---|
| Specialization | General administrative experience | Business brokerage specialists |
| Onboarding & Training | Requires extensive training | Already trained on M&A workflows |
| CRM Integration | Learns your CRM | Already knows Vertica CRM |
| Industry Knowledge | Generic business knowledge | Understands NDAs, CIMs, Data Rooms, Due Diligence |
| Management & Supervision | Minimal supervision | Managed by experienced business brokers |
Case study: from administrative trap to a $7.5M pipeline
Client name changed for privacy. Story verified and reproduced with permission.
Michael runs a boutique brokerage specializing in industrial companies, the kind of deals that come with thick financial packages, complex buyer qualification requirements, and sellers who have been building their business for two or three decades. When two manufacturing listings landed in the same month, with a combined asking price of $7.5 million, he had the kind of problem most brokers want: more quality inventory than he could handle alone.
The problem was that "alone" was exactly how he was handling it. Within three weeks, his day was consumed by buyer inquiries, proof-of-funds document requests, tax return reviews, NDA chasers, and data room preparation for two separate deals simultaneously. His CRM was getting behind. His inbox was full of things that needed a response within 24 hours. And his outbound prospecting had stopped entirely.
The situation before
Two $7.5M combined listings in active process. Zero time for outbound prospecting. Admin backlog accumulating. Future pipeline at risk. Zero new seller appointments in four weeks.
Michael brought in two Vertica People professionals: Sarah, an SDR, and John, an administrative assistant. Both are U.S. expats working from the Vertica People office abroad.
John's first week was focused on the inbox. He took over NDA distribution, started a systematic tracker for outstanding signatures, organized the financial documents from both buyers into a structured due diligence checklist, set up a data room for each listing, and began maintaining Michael's CRM in real time. Within two weeks, the administrative backlog was clear and Michael had a working system he could see and trust.
Sarah started her outbound seller campaign from day one. Working from Michael's approved target criteria, industrial businesses in a specific revenue range, in specific metro areas — she ran a daily prospecting sequence, pre-screened respondents, and began booking listing appointments on Michael's calendar.
Within 30 days, Michael was no longer doing data entry. He met with qualified buyers, moved both listings forward, and closed the deals that had been consuming his attention. Sarah's outbound work during those 30 days produced three confirmed exclusive seller listing appointments for the following quarter.
The outcome was not that Michael worked less. It was that he worked on different things. The hours that had been going to inbox management, NDA chasing, and document organization went back to meeting buyers, building seller relationships, and reviewing listing strategy. The administrative and prospecting infrastructure ran on its own.
I had tried a general VA service twice before Vertica People. The first time I spent six weeks training someone who still needed me to review every buyer email before it went out. The second time I gave up after two months. When Vertica People placed someone with me, the difference was apparent in the first week. She knew what an NDA was for in a business sale. She knew what proof of funds meant and how to request it without sounding inexperienced. By week three I had stopped reviewing her buyer responses before they went out. She's based in Portugal now, but she handles our buyers exactly the way I would, because she grew up in the same professional world I did. That's what I was looking for and couldn't find anywhere else.
David M. Boutique business broker, Southeast USI run a small practice in Queens and I was skeptical that someone based overseas could handle the specifics of a business sale. What I didn't expect was for the person Vertica People placed with me to understand the buyer qualification process better than some of the assistants I'd hired locally. She'd worked in finance in the US before she moved abroad, so the concepts, proof of funds, NDA timing, keeping deal details out of the wrong conversations, were not new to her at all. I had my first NDA out to a buyer within two hours of her starting. That was not what I was expecting.
Karen B. Business broker, New York CityVertica People vs. traditional virtual assistants
The table below compares Vertica People with a traditional virtual assistant hired through a general staffing platform. The differences come down to specialization, supervision, and the professional background of the people involved, not cost alone.
| Feature / Capability | Traditional VA (generic offshore staffing) |
Vertica People |
|---|---|---|
| Specialization in business brokerage | ✗ General-purpose; no industry background | ✓ Pre-trained in M&A workflows before start date |
| Professional background | ✗ Varies widely; typically no U.S. professional background | ✓ Americans who worked in U.S. professional environments |
| Onboarding time | Weeks — broker must teach business brokerage basics from scratch | Days, industry context already in place; CRM-trained |
| M&A workflow knowledge (NDAs, data rooms, proof-of-funds, due diligence) |
✗ No; must be trained on each process individually | ✓ Pre-trained on standard M&A transaction processes |
| CRM integration | Depends on the hire; no guarantee of CRM experience | ✓ Trained on Vertica CRM; can adapt to other platforms |
| Deal confidentiality awareness | ✗ Not trained on M&A confidentiality requirements | ✓ Trained on deal confidentiality protocols as standard |
| Supervision and quality control | Self-managed; broker is responsible for quality oversight | ✓ Managed in a supervised office; work reviewed before it reaches you |
| SDR / seller prospecting capability | ✗ Not trained in business listing outreach or seller qualification | ✓ Dedicated SDR role available; trained for outbound seller campaigns |
| Cost vs. U.S. full-time hire | Lower than a U.S. hire; typically offshore cheap-labor model | Significantly lower than a U.S. hire; U.S.-caliber professional at a sustainable rate |
On cost and what you're actually paying for
Cheap offshore staffing is built on one thing: finding the lowest-cost English speaker available. That is not Vertica People's model. The professionals Vertica People places are Americans who have relocated abroad for personal reasons. Because their cost of living is lower than in the US, they're able to work at rates significantly below what the same role would cost stateside, and still earn fair professional compensation.
A full-time U.S.-based employee doing comparable work typically costs $60,000 to $90,000 or more per year, before taxes, benefits, and office overhead. A Vertica People professional costs well below that, not because the quality is lower, but because the cost-of-living gap makes it possible. Vertica People helps negotiate the specific rate based on the role, the candidate, and your workload. Contact us for a conversation about your practice's needs.
What to look for when evaluating any VA service for your brokerage
Before committing to any staffing arrangement, these five factors determine whether the hire will actually work in a brokerage context:
- Industry pre-training. Does the professional already know what an NDA means in a business sale? What a CIM is? What proof of funds looks like? If not, the broker is running a training program before getting any leverage from the hire.
- Client-facing quality. Can this person represent your practice in correspondence with business owners and buyers? The tone, professionalism, and judgment in those interactions reflect directly on your brand.
- Deal confidentiality awareness. Do they understand that the existence of a sale is confidential, not just the documents? Generic VAs often handle data carefully but miss the structural confidentiality requirements specific to M&A.
- CRM capability. Can they operate in your CRM from the start, or will weeks of setup fall on you? Ask specifically about which systems they've used in a brokerage or M&A context.
- Supervision model. Who is responsible for quality control, you or someone else? If the answer is you, estimate the management hours realistically. The practical test: when you're in a closing and not available to review work, what happens?
5 mistakes business brokers make when hiring a virtual assistant
Most brokers who try a VA and give up made one of these mistakes. They're not obvious going in.
1. Hiring for the hourly rate
A $5–$8/hour VA from a general staffing platform is tempting. The problem is what that rate actually buys: a generalist with no industry background who needs to be taught what an NDA means in a business sale, what proof of funds is, why confidentiality matters structurally, and how the process of a business sale differs from other types of transactions. That training falls on the broker. At $300–$500/hour of the broker's own time, the "cheap" VA becomes expensive quickly, and that's before accounting for the cost of a client-facing mistake.
2. Assuming "English speaker" means cultural fit
A VA who speaks fluent English and a business owner evaluating whether to sell their business are operating in different professional frameworks. The tone of a buyer follow-up email, the way you handle a seller who's nervous about confidentiality leaking, the judgment calls in what to include in a data room, these are shaped by professional culture and experience, not just language. A VA who grew up in a U.S. professional environment brings a different calibration to those interactions than someone who learned business English in a classroom.
3. No plan for CRM integration from day one
A VA who can't work in your CRM from day one means the broker is still the bottleneck. Data entry falls behind. Pipeline visibility disappears. The CRM becomes a liability rather than an asset. Before placing anyone, confirm that they have direct experience with the specific platform you use, or that they'll be fully trained on it before they start.
4. Underestimating deal confidentiality requirements
Generic VAs are often trained on data privacy, secure file handling, password management, GDPR. That is not the same as M&A deal confidentiality. The requirement in a business sale is structural: the existence of the transaction is confidential, not just the documents inside it. A VA who doesn't understand this will occasionally say the wrong thing to the wrong person at the wrong stage. In a business sale, that mistake can end a deal.
5. Self-managing without a supervision layer
Managing a remote employee is a part-time job. Most brokers hire a VA specifically because they don't have time for a part-time job. Without a supervisory structure — someone other than the broker responsible for work quality, the arrangement reverts to the broker reviewing everything before it goes out. That's not leverage. The practical test: when you're in a closing and genuinely unavailable for 48 hours, what happens to the buyer inbox? The answer reveals whether the VA arrangement is actually working or whether you're still the system.
How it works: from first call to productive hire
Getting a Vertica People professional into your practice doesn't involve a lengthy procurement process or weeks of onboarding overhead. Here is how it works.
Tell us what your practice needs
In a short scheduled call, you describe your current workload, what you'd delegate first, and what kind of professional you're looking for. You don't need to have a job description ready. The conversation covers what's consuming your time right now, what your deal volume looks like, and whether you need an administrative assistant, an SDR, or both. We'll be direct about whether Vertica People is the right fit and what a placement would realistically look like in your practice.
We match you with the right professional
We identify candidates from our trained pool who match your practice's needs, sector, and working style. You meet the shortlist and select the professional you want to work with. Vertica People handles the placement and helps both sides negotiate a fair rate, taking into account the role, the candidate's background, and your workload. There is no pressure to move quickly. You move when you're confident in the match.
Your professional starts, trained and ready
Your Vertica People professional begins with Vertica CRM already in place, M&A deal workflows already understood, and U.S. professional context from day one. The first week is typically focused on a specific, bounded task, clearing an inbox backlog, taking over NDA management, setting up a data room structure, or launching an initial outbound prospecting sequence so results are visible quickly. Onboarding takes days, not weeks. By the end of the first month, the system runs without you in the middle of it.
Ready to start the conversation?
Book a 30-minute call or call us directly at +1 212 381 4994 (USA) or +61 3 8518 4759 (Australia). No commitment required. The call is to figure out whether Vertica People makes sense for your practice, and we'll tell you honestly if it doesn't.
See if Vertica People is right for your practice
Book a 30-minute call with Joshua to talk through your current workload, what you'd delegate first, and what a Vertica People professional would look like in your practice.
Book a callFrequently asked questions
What is a business broker virtual assistant?
A business broker virtual assistant is a trained remote professional who handles the administrative and sales development work inside a brokerage. This includes managing the buyer inbox, distributing and tracking NDAs, organizing due diligence documents, maintaining data rooms, running listing marketing, keeping the CRM current, and managing the broker's calendar.
Unlike general-purpose virtual assistants, a business broker VA is pre-trained in M&A transaction workflows, deal confidentiality requirements, and buyer qualification processes. The goal is to free the licensed broker from operational tasks so they can focus on client relationships, deal negotiations, and listing development.
Can Vertica People handle NDAs and confidential information?
Yes. NDA management is a core part of what Vertica People administrative assistants do. This includes distributing NDAs to prospective buyers, tracking outstanding signatures, following up with counterparties, and filing executed copies in the appropriate data room or CRM record.
Vertica People professionals are trained in deal confidentiality requirements and understand why the standard of care in a business sale is different from general business privacy. They handle buyer and seller information accordingly.
Can Vertica People staff work inside Vertica CRM?
Yes. Every Vertica People professional is trained on Vertica CRM before their start date. This includes buyer pipeline management, listing workflow, data rooms, VerticaSign, and document tracking. They are productive from day one without requiring you to run a training session.
For brokers on other CRM platforms, Vertica People professionals can adapt to the systems your practice uses. They are not limited to Vertica CRM.
Can a virtual assistant qualify business buyers?
Vertica People's supervised assistants can handle initial buyer qualification steps under the oversight of managing brokers. This includes collecting signed NDAs, requesting and reviewing initial proof-of-funds documentation, and running pre-screening questionnaires to filter out unqualified inquiries before they reach the broker's calendar.
Final qualification decisions — including whether a buyer is genuinely capable of closing a transaction — remain with the licensed broker. The VA's role is to handle the volume of initial inquiries and surface the ones that warrant the broker's time.
How much does a business broker virtual assistant cost?
Vertica People professionals are Americans who have relocated abroad for personal reasons — to countries in Europe, Australia, Southeast Asia, and elsewhere. Because their cost of living is lower than in the US, they're able to work at rates significantly below what the same role would cost stateside, while still earning fair professional compensation.
This is not a cheap offshore labor model. These are U.S.-trained professionals whose personal circumstances create an arrangement that works for both sides. For context, a full-time U.S.-based employee doing comparable administrative or SDR work typically costs $60,000 to $90,000 or more per year, before taxes, benefits, and office overhead.
Pricing depends on the service (administrative assistant, SDR, or both), the individual candidate, and your workload requirements. Vertica People helps negotiate a rate that's fair to everyone involved. Contact us to discuss your practice's specific needs.
Can Vertica People staff work with my existing CRM?
Yes. While Vertica People professionals receive training on Vertica CRM as part of their standard onboarding, they can adapt to other CRM platforms, pipeline trackers, and M&A deal management systems. If your practice uses a specific tool, let us know and we can confirm compatibility before placement.
Can SDRs generate new seller leads and listings?
Yes. Business broker SDRs from Vertica People run structured daily outbound campaigns targeting business owners who match your listing criteria. This includes outreach via your approved channels, responding to inbound expressions of interest, pre-screening respondents, following up consistently, and booking listing appointments directly on your calendar.
The SDR's job is to do the volume of outreach that keeps your future pipeline full — work that most brokers know needs to happen but can't sustain when they're managing active deals. The appointments come pre-screened so your time on those calls is productive.
How quickly can someone from Vertica People start?
Vertica People maintains a pool of vetted candidates who are already trained in M&A workflows. Once your requirements are confirmed and a match is made, onboarding can be completed in days rather than weeks. We'll work with you to match the right professional to your practice's needs before anyone starts.
Does Vertica People work with Australian business brokers?
Yes. Vertica People works with business brokers in Australia. Our professionals are familiar with the Australian business sale environment and we have a dedicated Australian contact number.
To discuss your practice's needs, call us at +61 3 8518 4759 or book a call.
Ready to get your time back?
Tell us what you're spending your hours on and what you'd delegate first. We'll match you with a Vertica People professional trained for your specific needs — administrative relief, seller prospecting, or both.
Book a 30-minute call with Joshua
Joshua Factor built Vertica CRM and Vertica People after working directly with business brokers across the US and Australia. Vertica CRM is purpose-built for business brokerage and M&A advisory. Vertica People provides trained administrative assistants and SDRs who arrive ready to run a brokerage's operational layer from day one.