Brokerages on DealBuilder

The platform to superpower your brokerage

DealBuilder AI Tool

Automated CIM Writing

Say goodbye to the manual grind and hello to breezy, automated CIM creation using Artificial Intelligence.

All DealBuilder CIM's also include buyer tracking.
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An example of a business-for-sale listing generated by DealBuilder AI
Valuation Tool

Unlimited Valuations

Get accurate, data-driven valuations with the click of a button
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AUTOMate Seller onboarding

Give your clients the best experience

Simplify the seller's journey with onboarding checklists and custom questionnaires. 
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Data Room

Secure document sharing

Share deal documents securely and with ease. No more emailing attachments or sending sensitive files to the wrong person.
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Non Disclosure agreement automation

Automated NDA management

Let us guess - you're favorite day-to-day task is manually sending out NDAs? Just kidding, we know brokers (and buyers) hate the NDA process, so we automated the process.
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How it works

The DealBuilder team takes care of all your mind-numbing and tedious admin tasks so you can focus on closing deals + signing new clients.

Client on-boarding

DealBuilder guides you (or your client) through a custom on-boarding process, from answering your intake questionnaire to uploading due diligence files.

CIM/CBR Created

Using answers from the seller questionnaire, our AI-writing tool drafts a CBR/CIM for your edit and approval.

Advertise directly to buyers

DealBuilder generates a sharable access link to buyers, allowing you to post on BizBuySell and other platforms of your choice.

You can also list on our DealBuilder Marketplace.

Manage the deal

After normalizing the data, your report is ready to present to your client. This comprehensive report not only contains the business valuation but industry benchmarking data and improvement opportunities. See an example here.

Close the deal

Invite lawyers, bankers, accountants, and advisors to your DealBuilder data-room.

Need escrow support? DealBuilder is an official partner of

More reasons why Brokers love DealBuilder:

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1. Optimize your cash-flow

Struggling to pay your overhead costs while waiting for that 6-figure commission? We understand the struggle, which is why you only pay for DealBuilder when you get paid.

2. Get businesses to market faster

Buyer presentations require a lot of time and effort. While they are very important, they delay the listing of a business. Even worse, building buyer presentations distracts us from what makes us money - deal making.
By completing this work for you, DealBuilder allows you to focus on meeting more clients and negotiating more deals.

3. Automate your deal process and grow your brokerage

DealBuilder’s automated back office allows you to take-on more clients, without increasing overhead costs.

Another way to look at it - make the same amount of money working less hours. Sounds like a win in our book.

We estimate that we will save up to $60,000 in overhead this year due to the efficiencies DealBuilder brings to our 8 person advisory firm.

Keith MacKenzie
Founder, Chinook

I've built my system to try to focus more on my strengths of meeting with people than working at the computer which has allowed me to compete with larger firms from the start. DealBuilder is a big part of that for me. I hope for a long and fruitful relationship of collaboration.

Brian A
Business Broker, Transworld

Frequently Asked Questions

What are the fees? 

DealBuilder is priced using a monthly subscription fee that is based on your number of brokers and annual listing volume. To learn more about pricing, book a call with our team.

Is DealBuilder a replacement to BizBuySell?

No, we actually see ourselves as a supplement to BizBuySell. While we have a strong (and growing) buyer pool, BizBuySell is still the best site for Main Street buyer marketing. That being said, we offer many back-office services that are not marketing-related (such as CIM writing, data rooms, buyer CRM, etc.).

Is DealBuilder a CRM?  

The short answer is no. Instead, DealBuilder connects with your CRM of choice (Pipedrive, Hubspot, etc.) to ensure that all your buyer & seller contacts are synced. Within DealBuilder, brokers can track buyer page views, submitted NDAs, and other key deal analytics.

What happens to my buyer contacts?

Your buyer contacts are synced with your CRM. Further, buyers are associated with your account for each deal you bring onto the platform.

Note: similar to other business-for-sale platforms, buyers are able to see other deals on the DealBuilder platform. However, we see this as more a benefit than a detriment, since this means you also get additional buyer exposure for your deals as the platform grows.

How long is your CIM/CBR turnaround time?

As long as we have all the information we need (such as a completed intake questionnaire) our turnaround time is generally 5-7 business days depending on the complexity of the deal.

Using our recently launched DealBuilder AI tool, you can now generate a CIM in 5 minutes. Watch our demo here!

Still have more questions?

Check out our full FAQ page or learn more at Resource Centre.

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