License
Build your own M&A business with the infrastructure of a firm that’s already done it.
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What You Get with a Merge License:
Our license gives you the tools, systems, and buyer network we’ve used to close hundreds of deals, so you can launch your own practice faster, without starting from scratch.
What You Get
A professionally designed, high-converting M&A website—built for licensees to list deals, collect NDAs, and convert leads. The site is personalized to reflect your brand, while leveraging Merge’s proven structure and performance.
Deliverables include:
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Custom site design using your brand’s colors, fonts, and logo
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Live listings page with NDA capture and gated access
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“Book a Call” funnel and founder/buyer lead forms
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Built-in trust signals and “Powered by Merge” credibility (optional)
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Copywriting structure optimized for SEO and conversion
We help you define your unique edge—whether that’s by industry, geography, or founder profile—so you go to market with clarity and credibility.
Deliverables include:
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Niche selection workshop or guide
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Competitive landscape insights
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Positioning copy samples
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Persona and messaging guidance
Your license includes a custom-built HubSpot CRM designed specifically for M&A. From founder outreach to buyer tracking to NDA automation—every workflow is built to help you run deals efficiently without manual lift.
Deliverables include:
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Pre-configured HubSpot workspace with M&A-specific pipelines
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NDA automation workflows (request, approve, notify, grant access)
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Sequences for outbound founder outreach + nurturing
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Email templates for buyer follow-ups and seller responses
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Custom contact and company properties tailored to brokerage fields
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Deal boards for tracking buyers, sellers, and signed NDAs
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Pre-built reporting dashboards to monitor pipeline performance
You’ll use the same system our finance team relies on—built to help non-finance founders deliver clean, credible valuations that hold up with serious buyers.
Deliverables include:
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Intake & financial consolidation templates
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Expense and margin analysis tools
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Revenue breakdown analysis (by source, client, or channel)
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Owner compensation review + adjustment calculators
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One-time expense + add-back audit tool
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EBITDA normalization workbook with line-item justifications
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Multiple selection guidance with comp benchmarking
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Sample valuation memos and price positioning notes
Get beautifully designed templates, copywriting guides, and listing SOPs to streamline deal packaging. Optional design support available from HQ.
Deliverables include:
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Editable prospectus templates
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Copywriting guide + structure prompts
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Listing intake form + founder questionnaire
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Prospectus review checklist
Leverage proven email templates, founder scripts, and cold outreach cadences to fill your pipeline with qualified seller leads.
Deliverables include:
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Cold email templates + sequences
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Call scripts + founder objection handling
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LinkedIn messaging templates
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Outreach cadence playbook
Tap into Merge’s active buyer database and be included in HQ-led email campaigns. Optional upgrade: verified buyer introductions from HQ.
Deliverables include:
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Access to buyer CRM + filters
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Buyer announcement template
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Inclusion in Merge buyer emails
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SOP for buyer follow-up + tracking
Access our complete SOP library—covering everything from sourcing and founder calls to buyer outreach, LOIs, and closing. No guesswork required.
Deliverables include:
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Complete SOP library for every deal stage—from sourcing to closing
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Weekly task checklists to stay on track
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Templates for NDAs, LOIs, buyer emails, and data rooms
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Deal scenarios and troubleshooting guides
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Workflow calendar to keep your pipeline moving
Learn the Merge method through a structured onboarding experience with certification, SOPs, and live support to get you confidently into your first deals.
Deliverables include:
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Onboarding timeline + checklist
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Recorded training modules
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Certification process
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Example calls + recorded demos
Get support when it matters—from live strategy calls and Slack guidance to on-demand coaching from experienced M&A operators.
Deliverables include:
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Weekly strategy calls
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Slack access to HQ + mentors
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Ask-an-expert email access
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Real-world deal scenario reviews
Join a collaborative network of other Merge licensees across markets. Participate in monthly roundtables, peer calls, and daily Slack conversations.
Deliverables include:
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Private Slack channels
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Monthly roundtables + peer Zooms
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Regional groups and introductions
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Access to shared buyer/seller insights
Earn trust by plugging into a nationally known brand while operating under your own name.
Deliverables include:
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Badge and usage guidelines
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Optional co-branding templates
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Design standards for consistency
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Platform support statement (for trust-building)
For licensees who want a complete visual and messaging identity to pair with their website and positioning.
Deliverables include:
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Custom logo design and visual identity
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Brand voice and messaging development
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Color palette, typography, and style guide
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Editable pitch decks and sales materials
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Social templates and branded content assets
Prefer to focus on relationships while we handle the rest? Merge offers à la carte white-label support for valuation, prospectus creation, buyer sourcing, LOI review, and diligence—so you can show up like a full-service firm without building one.
Deliverables include:
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Valuation review and financial model QA
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Prospectus writing and formatting
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Buyer outreach and screening
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LOI analysis and support
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Diligence checklists and process management
Need extra functionality beyond the standard brokerage site? We can scope and build additional features as needed.
Deliverables include:
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SEO content landing pages
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Embedded scheduling workflows
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Additional regional or vertical listing pages
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Custom lead-gen popups or gated content
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Google Analytics & tracking configuration
Personalized support to talk through live deals, structuring questions, negotiation strategy, or founder conversations.
Deliverables include:
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1:1 coaching sessions via Zoom
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Deal desk support on offer structuring or buyer pushback
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Script and email copywriting feedback
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Live walkthroughs of listing or valuation prep
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Custom pipeline reviews and action plans
Licensing the Merge Platform Costs Less Than One Deal
$35,000 one-time fee + 10% royalty gets you everything you need to launch fast—your own custom brokerage website, proven CRM, playbooks, buyer access, and training. You keep 90% of your earnings and operate under your own brand, backed by a platform built to scale.
Who Thrives as a Merge Licensee
Merge licensees come from all walks of life—but the ones who succeed share common instincts: founder empathy, commercial savvy, and a bias for action. Whether you’re a seasoned operator or new to M&A, here’s who excels in the model.
Former Business Owners or Operators
These are founders who’ve built and scaled a business—often in marketing, services, SaaS, or consulting—and now want to help others do the same. They bring instant credibility to seller conversations because they’ve been in the founder’s shoes and know how to build trust during moments of transition.
Strategic Advisors or Consultants
Solo consultants and boutique firm leaders who already guide founders through growth, positioning, or operations find M&A to be a natural extension of their advisory work. They’re often the first to spot when a business is ready to exit—and now have a way to monetize that moment.
Independent Brokers Ready to Scale
Experienced brokers who want more structure, support, and sophistication in how they run their deals. Instead of doing everything solo, they’re looking for a platform with a strong brand, repeatable processes, and a team they can rely on—so they can focus on clients and close more deals with less friction.
Vertical Specialists
Operators or advisors with deep experience or strong networks in a specific niche—like SaaS, healthcare, ecommerce, or affinity-based communities such as female founders or EOS-run businesses. They may not have an M&A background, but they understand the language, needs, and goals of the founders they serve. Merge gives them the structure to turn that insider knowledge into trusted, high-impact advisory work.
Location Specialists
These are professionals who deeply understand their local market—whether through prior business ownership, consulting, recruiting, or other work with founders in a specific city or region. They may not come from M&A, but they know the players, industries, and opportunities in their geography. With Merge’s tools and support, they become the trusted advisor for local founders exploring a sale.
Searchers & First-Time Acquirers
Entrepreneurs actively exploring business acquisitions who want to build experience, credibility, and cash flow while staying close to deals. This model lets them earn income and deepen their network—while evaluating businesses for their own acquisition or working toward a future deal of their own.
