Complimentary book
Blueprint to Success
A complimentary book for business brokers and M&A advisors who want to build, operate, and grow the practice around their transaction work.
Blueprint to SuccessAI Strategy
Your brokerage runs on judgment and relationships. AI should give your team more time for both.
I help business brokerage firms and M&A advisors bring AI into their own work: listing preparation, buyer follow-up, marketing and the admin around every deal. You stay in charge of the judgment and the relationships.
Where AI can help a brokerage firm
Listing preparation
Today
Teasers and listing write-ups start from a blank page.
After
A first draft is ready from your notes for a broker to check.
Buyer enquiries
Today
Enquiries and NDAs wait while brokers are in meetings.
After
Every enquiry gets a prompt, consistent reply your team approves.
Buyer follow-up
Today
Follow-up depends on who remembers.
After
Each broker sees who needs a reply today.
Marketing and admin
Today
The same details are retyped across systems and posts.
After
Details are entered once, then checked by a person.
Illustrative examples, not promises.
Back-office systems your team runs
I work with business brokerage firms on the back office: the systems, processes, and administrative structure that let brokers spend their time advising clients and closing transactions.
The work starts with how the firm runs today: what happens to a deal from first contact to closing, who owns each handoff, and what the office needs to keep moving as volume grows. Then it is built out — documented, assigned, and checked against the next broker and the next deal.
How we'd work together
- 1
Conversation
No cost, no obligation.
- 2
Learn how your firm works
Where your team's time goes today.
- 3
A fixed first step
One practical use, scoped in writing.
- 4
Your team runs it
Trained and comfortable, with a person approving.
In writing
Scope agreed in writing first.
Straight answers
If AI isn't the right answer, I'll tell you.
Right size
Sized for a brokerage firm.
This is about your firm's own use of AI. It isn't an outsourced back-office service, and I'm not looking for your listings or your clients.
I work as a business intermediary myself, and I build and run AI-assisted systems.
I spent six years leading operations at a regional M&A firm, and I bring that brokerage experience to helping firms decide where AI is worth doing.
Start with one part of the week
You don't need an AI plan to talk. Bring the work your team would most like back.