Case Study

Clients speaking with broker.
Why a Business Broker’s Deal Count Should Be Your First Check
For small business owners or those running lower middle market companies, knowing how many businesses
Two professionals talking.
How to Evaluate Business Brokers with a 5-Point Scorecard
Using a data-backed method can help you avoid guesswork and confidently select a business broker
Business owners with a broker.
Referral Tracker Template: Organize and Compare Broker Leads Like a Pro
With the right referral tracking system or referral tracking software, you can easily track referral
Business owner reading messages on phone.
The Three Referral Questions That Separate Top Brokers from the Rest
These three simple but powerful questions help business owners, real estate agents, and other agents
Business owner reading a document.
What Fellow Business Owners Can Reveal About Broker Performance
This article will help you use the peer review process to gather actionable feedback, highlight
Clients with their banker.
How Commercial Bankers Help You Find Finance-Ready Brokers
This article explains how a banker broker referral works, why it matters, and how business
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