Thinking about becoming a Business Broker?
Find out what it really takes to sell businesses for a living and if it's your next move.
Book a free consultation
Who it's for
This is for you if…
You're curious.
You heard this job exists and something clicked. You want to understand it before you take it seriously.
You're weighing it.
You're thinking about leaving a job, buying into a franchise, or going out on your own, and you want to know what you'd actually be signing up for.
You're starting out.
You've taken the first steps and you want to know what it really takes to be good at it.
Wherever you are, this gives you the honest, complete picture, the tools, the know-how and the understanding, so your next move is an informed one.
My story
How I became a business broker
I spent my career in FinTech, working around the globe. Then at 48, life threw me a curveball, and I had to figure out how to make a living in the small town I lived in.
That's when I came across business brokerage and it sounded like a good fit. I had some support from a group when I started, but mostly I had to figure it out myself. There was no complete playbook handed to me.
It was a hard start. But by year six, I invoiced $700,000 in commissions in a single year.
Here's what matters more to me than the money: I control my own time. All I need is my laptop and my phone. I've taken month-long trips to Europe, and on a nice day I'll ride my bike to the beach at 2pm on a Tuesday. I'm not a digital nomad, I keep a home base, and most of my clients are local. But I've closed deals start to finish over Zoom, with people I never met in person.
It's an amazing job. Walking a business owner through one of the biggest decisions of their life is deeply satisfying work. But make no mistake, it's a hard job, and most people underestimate just how hard.
I built this course to give you what I never had: an honest look at what it actually takes to become a business broker. The good, the hard, and the unglamorous truth, plus the material and the guidelines for what works and what doesn't.
40 businesses sold · 6 years · solo
The Academy
Four pillars with everything you need
The 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.
The 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 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 Network — resources you
A curated directory of trusted partners and providers, attorneys, SBA lenders, accountants, advisors, listing platforms, and the tools and services a working business broker relies on.
The curriculum
Inside the Playbook
47 lessons, three parts, one complete path, from curiosity to closing a deal.
Part 1 · Before You Start
Understand the profession and decide if it's for you.
1 · The Business Brokerage Landscape
The industry, your local market, your entry options, and an overview of all the process steps in a deal.
2 · Is This For You?
What a broker actually does, the money reality, the independence factor, and an honest self-assessment.
3 · Setting Up Your Practice
Your legal foundation, getting paid, bookkeeping, working with a CPA, insurance, contracts, fees, tools, and your professional presence.
Part 2 · Be the Expert
Master the craft: buyers, sellers, valuation, and ethics.
4 · Understanding Sellers
Who sellers are, seller psychology, qualifying a seller, and managing the relationship.
5 · Understanding Buyers
Who buyers are, buyer psychology, qualifying a buyer, and managing the relationship.
6 · Valuation Fundamentals
Value and comps, valuation basics, value drivers, and how to present a valuation.
7 · Confidentiality, Ethics & Legal Basics
Confidentiality, ethics and representation, and protecting yourself legally.
Part 3 · Get to Work
Run a real deal, start to finish.
8 · Finding Sellers
Where to find sellers, the first approach, staying top of mind, signing the client, and managing the active engagement.
9 · Marketing the Business
Preparing to market, creating the materials, and getting the business in front of buyers.
10 · From Offer to Closing
The pipeline, orchestrating the parties, deal terms and structure, the letter of intent, due diligence and financing, final agreements, and closing day.
The capstone
The Playbook starts and ends with you. The final capstone is a self-assessment to see how far you've come, and make an honest, informed decision about your path forward.
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 Playbook
$499
Start here
learn the trade
The complete video course. Start here to understand the profession and master the skills.
1-month access
The Toolkit
$399
equip yourself
Templates, checklists, valuation models that support your professional practice. Buy it once, and keep it.
keep-forever
Membership
$99/mo
together is better
Your live community with ongoing support. Weekly Roundtables, the full Toolkit and the Partner Network, plus continued access to the Playbook you've purchased.
first 6 months, then $199/mo · 6-month minimum
Need help? 1:1 office hours available as an add-on for members.
*Available after you've completed the Playbook.
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.
Book a free consultationIn 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
What does a business broker actually do?
Do I need a license to become a business broker?
How much can a business broker realistically earn?
Do I need prior experience or a finance background?
How is the Playbook delivered, and how long do I have access?
How is the Toolkit delivered, and how long do I have access?
What's the difference between the Playbook, Toolkit, and Membership?
What is the Roundtable?
Why is Membership only available after the Playbook?
What if I decide brokerage isn't for me?
From the field
Insights
Silver Tsunami
A demographic wave is coming: millions of business owners are approaching retirement, but many have no succession or exit plan. The result may be more sellers than buyers in some markets. Preparing early could make all the difference.
Why Deals Fall Apart
The hardest part of selling a business is often not finding a buyer, it's getting to the closing table. Most failed deals unravel during due diligence, when assumptions are tested and weaknesses come to light. The more prepared a seller is, the fewer surprises there are.
SBA 7(a) Lending Rules
Many small business acquisitions depend on SBA financing, but the rules are more nuanced than most owners realize. Understanding eligibility, equity requirements, and deal structure can help sellers avoid surprises and keep transactions moving.
Business Valuations Are Not Rules of Thumb
There is no magic multiple that determines what a business is worth. Valuation is based on assumptions about future earnings, risk, growth, owner dependence, and market conditions. The same profits can justify very different values depending on the business and the buyer's perspective.
