The Library

Your guide to everything about being a broker that isn't the deal.

Business strategy, system optimization, marketing and the business systems that support them.

A business broker working at his monitor in a modern home office while his phone, propped beside him, displays AI Calling
Business systems

Should a Business Broker Let AI Call Their Leads?

For a business broker, a live call is the one place nobody reads anything first. What the FCC ruled, who carries the liability, and the questions to settle before you turn it on.

Article7 min read
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A business broker seated between two people pitching him, one holding a clock, the other holding cash, in a modern open office
Business systems

Before You Buy Any AI Tool, Ask Who Reads It First

Every vendor names their AI differently, and the names tell you almost nothing. One question sorts them, and most of the evaluation gets easier after that.

Article5 min read
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A business broker mid-sentence on a panel at an industry conference, explaining an idea to a seated audience
Marketing

Why Branding Is So Hard for Business Brokers

Article4 min read
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A business broker taking notes while reviewing a dashboard on his laptop
Business strategy

Business Broker KPIs: The Five Numbers Worth Tracking

Article4 min read
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A business owner in his study reading a broker's website on a laptop before making a call
Marketing

What a Broker's Website Is For

The site's job isn't to be found. It's to sort the right owners from the wrong fit and to confirm what they were told before they called.

Article4 min read
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A business broker working in her CRM with a stack of printed spreadsheets beside her
Business systems

What a CRM for Business Brokers Needs to Do

Your deals run for years, your contacts change roles along the way, and some information has to wait for a signature. Here is what a CRM has to do to keep up.

Article5 min read
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A business broker and a colleague looking over pipeline charts together on a large monitor
System optimization

CRM Reporting for Business Brokers: Six Questions Your Data Should Answer

Article4 min read
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