The Toolkit
Your complete brokerage operating system.
The checklists, templates, and resources a working business broker relies on. Buy it once, and keep it.
Get the ToolkitWhat it is
The operating system for your practice
The Toolkit is the downloadable set of checklists, templates, valuation resources, reference guides, and a glossary that a working business broker relies on. It is built to help you run a professional practice from day one, without building every document from scratch. Buy it once, and the files are yours to keep.
What's inside
Everything you need to run a practice
Deal Checklists
Step-by-step checklists for each stage of an engagement, from first contact to closing.
Templates
Editable agreements, letters, and forms a broker uses day to day.
Valuation Resources
The valuation model plus worked examples to support pricing a business.
Reference Guides
Quick-consult cheat sheets and one-page guides on key topics.
Glossary
An A to Z glossary of business brokerage terms.
Questions
Good to know
How is the Toolkit delivered, and how long do I have access?
How is this different from the Playbook?
Is the Toolkit included in Membership?
Equip yourself.
Buy it once, and run your practice like a professional from day one.
Get the Toolkit