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What's inside the Business Broker Playbook?

A practical, step-by-step guide to what it really takes to become a successful Business Broker.

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Sierra Bay Academy

  1. Part I - Before You Start

    23 lessons
    1. Part I - Introduction

    1. Module 1 - The Business Brokerage Landscape

      1. Lesson 1.1 - The Industry
      2. Lesson 1.2 - Your Market
      3. Lesson 1.3 - Your Entry Options
      4. Lesson 1.4 - A Deal From Start to Finish
      5. Module 1 - Summary & Exercises

    2. Module 2 - Is This For You?

      1. Lesson 2.1 - What Does a Business Broker Actually Do?
      2. Lesson 2.2 - The Money Reality
      3. Lesson 2.3 - Do You Have What It Takes?
      4. Lesson 2.4 - The Independence Factor
      5. Lesson 2.5 - Know Yourself
      6. Module 2 - Summary & Exercises

    3. Module 3 - Setting Up Your Practice

      1. Module 3 - Introduction
      2. Lesson 3.1 - Your Legal Foundation
      3. Lesson 3.2 - Getting Paid & Paying Yourself
      4. Lesson 3.3 - Money & Bookkeeping
      5. Lesson 3.4 - Working With Your CPA
      6. Lesson 3.5 - Insurance
      7. Lesson 3.6 - Contracts & Legal Documents
      8. Lesson 3.7 - Your Fee Structure
      9. Lesson 3.8 - Your Tools
      10. Lesson 3.9 - Your Presence
      11. Module 3 - Summary & Exercises

  2. Part II - Be the Expert

    24 lessons
    1. Part II - Introduction

    1. Module 4 - Understanding Sellers

      1. Module 4 - Introduction
      2. Lesson 4.1 - Who Sellers Are
      3. Lesson 4.2 - Seller Psychology
      4. Lesson 4.3 - Qualifying a Seller
      5. Lesson 4.4 - Managing the Seller Relationship
      6. Module 4 - Summary & Exercises

    2. Module 5 - Understanding Buyers

      1. Module 5 - Introduction
      2. Lesson 5.1 - Who Buyers Are
      3. Lesson 5.2 - Buyer Psychology
      4. Lesson 5.3 - Qualifying Buyers
      5. Lesson 5.4 - Managing the Buyer Relationship
      6. Module 5 - Summary & Exercises

    3. Module 6 - Valuation Fundamentals

      1. Module 6 - Introduction
      2. Lesson 6.1 - Value and Comps
      3. Lesson 6.2 - Valuation Basics
      4. Lesson 6.3 - Value Drivers
      5. Lesson 6.4 - Presenting a Valuation
      6. Module 6 - Summary & Exercises

    4. Module 7 - Confidentiality, Ethics & Legal Basics

      1. Module 7 - Introduction
      2. Lesson 7.1 - Confidentiality
      3. Lesson 7.2 - Ethics & Representation
      4. Lesson 7.3 - Legal Basics & Protecting Yourself
      5. Module 7 - Summary & Exercises

  3. Part III - Get To Work

    22 lessons
    1. Part III - Introduction

    1. Module 8 - Finding Sellers

      1. Module 8 - Introduction
      2. Lesson 8.1 - Where to Find Sellers
      3. Lesson 8.2 - The First Approach
      4. Lesson 8.3 - Staying Top of Mind
      5. Lesson 8.4 - Signing the Seller
      6. Lesson 8.5 - The Active Client
      7. Module 8 - Summary & Exercises

    2. Module 9 - Marketing the Business

      1. Module 9 - Introduction
      2. Lesson 9.1 - Preparing for the Market
      3. Lesson 9.2 - Creating the Materials
      4. Lesson 9.3 - Getting It in Front of Buyers
      5. Module 9 - Summary & Exercises

    3. Module 10 - From Offer to Closing

      1. Module 10 - Introduction
      2. Lesson 10.1 - Process Steps and the Pipeline
      3. Lesson 10.2 - Orchestrating the Parties
      4. Lesson 10.3 - Deal Terms & Structure
      5. Lesson 10.4 - The Letter of Intent
      6. Lesson 10.5 - Due Diligence & Financing
      7. Lesson 10.6 - Final Agreements
      8. Lesson 10.7 - Closing Day & Beyond
      9. Module 10 - Summary & Exercises

  4. Wrapping It Up

    2 lessons
    1. A Final Reflection
    2. And Off You Go

The Academy

Four pillars with everything you need

The Business Broker 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 Business Broker 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.Ā Click here to see what's inside.

The Business Broker 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 Business Broker Network
Ā resources you

A curatedĀ collection of trusted partners and providers including attorneys, SBA lenders, accountants, advisors, listing platforms, and a list of tools and services that support our work as business brokers.

Learn ā€“ Use ā€“ 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 Business Broker Playbook *

$399

learn the trade

The complete video course. From opening your practice to closing a deal. Start here to understand the profession and master the skills.

1-month access
* Start here!Ā Subsequently you canĀ join theĀ  the Business Broker Roundtable

Get the Playbook

The Business Broker Toolkit

$499

equip yourself

Templates, checklists, valuation models and samples that support your professional practice. Download all and keep forever.

1-month access


Get the Toolkit

The Business Broker Roundtable

$175*/mo

together is better

Your live community with weekly Roundtables. Includes the Toolkit, continued access to the Playbook, andĀ a Partner Network

* 6-month minimum commitment
or $1,750 for a full yearĀ 
Only available after completed Playbook

Invitation only

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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.

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In 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

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