Best Tools and Resources for Business Brokers

August 1, 2024

Below is a consolidated list of all resources referenced in this book. Have a recommendations? Please email us at support@dealbuilder.co 

Marketing Tools

  • DealBuilder: A platform for listing and marketing business deals.
  • BizBuySell: A popular online marketplace for buying and selling businesses.
  • BusinessesForSale.com: Another marketplace for business listings. 
  • Apollo.io: A tool for building email lists and conducting email marketing campaigns. 

Software Tools

  • Deal Studio: A CRM specifically designed for business brokers to manage client interactions and streamline operations.
  • DealBuilder: A comprehensive tool for automating various tasks in business brokerage, including valuations, CIM/CBR creation, and data rooms.
  • Gmail: A free email service provider by Google, known for its simplicity and ease of use. 
  • Superhuman: An email management tool that enhances productivity by speeding up email responses and organization. 
  • DialPad: A phone system with AI-powered note-taking and call summarization features. 
  • OneHub: A secure virtual data room for organizing and sharing documents during due diligence. 

Professional Associations

AI and Automation Tools

  • Fathom: An AI note-taker for summarizing meeting notes, useful for buyer-seller meeting recaps.
  • AI tools in DealBuilder: For automating the creation of Confidential Information Memorandums (CIMs) and other tasks.

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