Why Business Brokering Now
Owner Demand
Lower-cap exits are rising; founders want guided, confidential processes with packaging and buyer matching.
Remote, High-Margin
Operate from anywhere; skills transfer across SaaS, DTC, agencies, and local service firms.
Broker Value
Positioning, IM creation, pipeline building, negotiation, diligence coordination, and deal momentum.
Outcome: With the right system, a single mandate can repay your training and setup costs.
What You’ll Learn
Deal Sourcing Systems
ICP, mandate criteria, list-building, channels, outreach scripts, reply handling, CRM hygiene.
Valuation & Packaging
Normalised P&L, SDE/EBITDA, comps, risk adjustments, IM structure, growth story, data room.
Buyer Pipeline
Qualification, NDAs, discovery, objections, sequencing, stage transitions, reporting.
Negotiation & LOIs
Structures, earn-outs, escrows, red flags, BATNA, concession tactics, timelines.
Diligence & Closing
Checklist control, advisor roles, verification, kill-issue mitigation, handover plan.
Compliance Basics
Licensing, advertising rules, conflicts, disclosures, documentation (verify locally).
How It Works
- Request the programme — receive the full syllabus and launch plan.
- Set up your system — CRM, templates, ICP, mandate types.
- Package your first listing — IM + basic data room in under a day.
- Open buyer channels — run three lanes; book and qualify calls.
- Negotiate & close — manage LOIs, diligence, and escrow.
Curriculum — Complete Business Broker Training
Module 1: Foundations & Model
Brokerage vs M&A, roles, revenue, ethics, cadence.
Module 2: Market & Niches
Sector choice (SaaS, e-com, services), quick research loops.
Module 3: Sourcing & Outreach
Lists, scripts, channels, follow-ups, reply frameworks.
Module 4: Valuation
SDE vs EBITDA, normalisations, comps, risk, multiples.
Module 5: Packaging
IM structure, KPIs, growth story, data assets.
Module 6: Buyer Pipeline
ICP, CRM stages, NDAs, Q&A control.
Module 7: Negotiation & LOIs
Structures, concessions, timelines.
Module 8: Diligence & Closing
Rooms, checklists, advisor roles, escrow, handover.
Module 9: Legal & Compliance
Rules and conflicts (verify jurisdiction).
Module 10–12: Ops, Marketing, 90-Day Plan
SOPs, analytics, authority content, KPIs.
| Module | Hours | Outcome |
|---|---|---|
| Valuation | 8 | Recast P&L, SDE/EBITDA, comps, sensitivity |
| Packaging | 6 | Investor-grade IM + data room |
| Buyer Management | 6 | ICP, NDAs, discovery, objections |
| Negotiation & LOIs | 6 | Deal structures, concessions, timelines |
Accreditation & Pathways
This practice-led programme maps to core broker competencies (valuation, packaging, buyer management, negotiations, diligence, finance, legal basics) and prepares you for advanced study such as the CBI track (IBBA) and M&A Foundations (M&A Source). We are not affiliated; this is preparation, not certification.
- Total guided learning time: ~72 hours (module breakdown available on request).
Programme Options
Self-Paced
- Full curriculum & templates
- Community Q&A & office hours
- Updates included
1:1 Coaching
- Weekly calls & script feedback
- Deal room & IM reviews
- Mandate strategy
Franchise
- Brand kit, site, CRM, SOPs
- Legal pack & analytics
- 1:1 deal support
Franchise-Level Support, Without Bloat
What big networks highlight
- Initial training + field launch week
- Defined territory & proprietary systems
- Conventions & ongoing training cadence
What you get here
- Practice-based training with deal room reviews
- Launch calendar, ICP & outreach scripts, CRM templates
- Weekly office hours, Q&A, pipeline diagnostics
Industry Tracks
Results & Proof
Free Tools to Get Started
- Deal Readiness Checklist (PDF) — 18-point owner questionnaire. See details →
- Valuation Snapshot Calculator — quick SDE/EBITDA inputs with ranges. Try it →
- Intro & Follow-up Email Scripts — 5 ready-to-use templates. Preview →
Your Instructor
Den Unglin — Business Broker & Instructor. 50+ deals advised across SaaS, e-commerce, and services. Connect on LinkedIn.
We teach the exact pipeline used in practice — sourcing, valuation, packaging, buyer outreach, LOIs, and closing.
Frequently Asked Questions
How long to first deal?
Typical students sign their first mandate within 2–4 weeks; time to close depends on valuation fit and buyer pool.
Do I need a licence?
Licensing varies by jurisdiction. We provide a compliance checklist and templates; verify locally.
Can I do this part-time?
Yes. Expect 8–12 focused hours weekly to build momentum.
How do success fees work?
Commonly 8–12% success fees (tiered by deal size) plus retainers. Terms vary by mandate.
What documents do I need to list?
Mandate agreement, IM, normalised financials, KPI summary, NDAs, and a basic data room.
Typical valuation multiples?
Varies by business model and risk; see our valuation resources.
What if I don’t have a network?
List-first approach using ICP criteria and multi-channel outreach scripts to build from zero.
Will I get templates & support?
Yes — IM, NDA, mandate, diligence, valuation sheets, office hours; optional 1:1 coaching.
Request Business Broker Program
Fill this form to receive the full syllabus, pricing, and the 90-day launch plan.