Thinking of launching your own business brokerage? Great choice. Business brokers help founders sell companies, and it’s one of the most rewarding, profitable paths out there.

But just like any business, you need the right tools in place to look polished, run efficiently, and close deals consistently.

In this post, we’ll break down the tools needed to run a business brokerage—plus how platforms like Merge help you skip the build-from-scratch phase and get to revenue faster.

🧰 Core Tools Every Business Broker Needs

Whether you’re running solo or planning to scale, these are the essential tools for launching and running your business brokerage.

1. Valuation Model

This is the foundation of every deal. A good valuation framework lets you:

  • Price businesses accurately

  • Justify your recommendations to sellers

  • Build trust with buyers

You’ll need a model that factors in revenue, margins, add-backs, multiples, and comps—and ideally one you can customize to each niche.

🟡 Merge licensees get a plug-and-play valuation tool that’s been battle-tested on hundreds of deals.

2. CRM (Customer Relationship Management)

You’ll need a CRM to manage:

  • Seller leads

  • Buyer outreach

  • Deal pipelines

  • NDA tracking

  • Follow-ups and reminders

Your CRM should include pre-built workflows and be customizable enough to match your deal stages.

🟡 Merge’s custom CRM setup includes preloaded templates, cadences, and dashboards—ready to use from day one.

3. Prospectus Templates

A prospectus (also called a CIM) is the document that sells the business. It includes:

  • Overview of the company

  • Financials

  • Competitive edge

  • Growth opportunities

  • Deal terms

Professional formatting and consistent layout make a huge difference here—it’s how buyers decide whether to pursue the deal.

🟡 Merge gives you branded prospectus templates with optional design support to polish and finalize each one.

4. Legal Templates

You don’t need to be a lawyer—but you do need the right documents:

  • NDA (Non-Disclosure Agreement)

  • Engagement Agreement

  • LOI (Letter of Intent)

  • Listing Agreement (if applicable)

Having a reliable, editable library saves you time and ensures consistency across deals.

🟡 Merge provides licensees with a vetted legal document library you can use and customize as needed.

5. Email Cadences and Buyer Sequences

Your buyer outreach needs to be systematic, trackable, and repeatable. A solid cadence includes:

  • Cold introduction email

  • Follow-ups based on interest

  • Deal launch announcements

  • Reminder emails

  • Buyer qualification templates

🟡 Merge includes proven outreach sequences and messaging templates so you can focus on relationships—not reinventing the wheel.

6. Deal Tracker or Project Board

Once a deal kicks off, you need a system to track:

  • Key milestones

  • Buyer communication

  • Diligence requests

  • Closing timelines

A Trello-style board or integrated CRM tracker can help you stay on top of every moving part.

🟡 Merge includes an internal deal tracker and SOP library to walk you through every stage.

7. Marketing Website

Buyers and sellers will check you out online—make sure your website:

  • Positions you as a pro

  • Lists active and closed deals

  • Captures NDAs or lead info

  • Looks clean and trustworthy

🟡 Merge licensees get a professionally designed website with built-in lead flow and deal pages.

8. Slack or Communication Hub

Once you’re in the game, having a way to connect with peers and share intel is huge. Whether it’s Slack, Discord, or private calls, community saves you time and keeps you sharp.

🟡 Merge hosts a licensee-only Slack channel for deal updates, advice, templates, and collaboration.

9. Buyer Database Access

Finding buyers is half the battle. You can build your own from scratch—or plug into an existing ecosystem of strategic buyers, PE groups, searchers, and individuals.

🟡 Merge has a curated buyer ecosystem and runs HQ-level campaigns to drive inbound interest.

10. Training and Ongoing Support

Even experienced brokers need help staying on top of trends, refining their pitch, or closing tough deals.

🟡 Merge offers monthly training, group coaching, and on-demand strategy calls—plus office hours with HQ for complex deals.

🧠 Why Tools Matter (Especially When You’re Solo)

If you’re starting your business brokerage on your own, time is your biggest constraint. Every template you build from scratch, every deck you format, every CRM you set up—it all takes time away from sourcing and closing deals.

The more systemized your business, the faster you scale.

That’s why Merge exists.

💼 Merge: Tools, Templates, and a Playbook Built for Closers

Merge was built for solo brokers and small teams who want to launch fast, earn more, and keep control.

As a licensee, you get:

  • A full business-in-a-box (CRM, website, buyer access, etc.)

  • Tools and templates built from 100+ successful deals

  • Ongoing support, coaching, and community

  • Flexibility to operate under your own brand

You focus on building relationships and closing deals—we handle the rest.

💬 What Our Brokers Say

“Merge gave me every tool I needed to look polished and legit from day one. I had my first listing in 30 days—and closed a deal in 90.”

“The CRM, templates, and buyer ecosystem saved me months of setup. I’d still be spinning my wheels if I hadn’t joined.”

Final Thoughts: Start With the Right Toolkit

You don’t need to build your business brokerage from scratch—and you definitely don’t need to figure it all out alone.

If you’re serious about becoming a business broker, having the right tools gives you credibility, confidence, and the ability to move fast.

Merge gives you everything you need to run a business brokerage at a high level—without the cost, complexity, or franchise red tape.

👉 [Apply to Become a Licensee]
👉 [Book a Call to Learn More]