For Business Brokers & M&A Advisors

Stop losing deals to documentation chaos.

Business Vault gives your sellers a system to document what buyers need — before diligence starts. Faster closes. Fewer surprises. Better outcomes.

businessvault.io/broker/dashboard

Your Listings

Acme Business Brokers — 12 Active Listings

Business
Readiness
Status
Coastal HVAC Services
94%
Deal-Ready
Metro Print & Copy
87%
Deal-Ready
Summit Landscaping
62%
In Progress
Brightside Daycare
23%
At Risk

You've seen it happen. Every broker has.

Documentation problems don't just slow deals down — they kill them.

⏱️

Deals drag on

Buyers request documentation. Sellers scramble. Weeks pass while everyone waits.

💔

Deals fall apart

Missing contracts, unclear ownership, inaccessible accounts. Buyers walk.

🔄

You chase instead of close

Hours spent requesting asset lists, logins, and contracts that should already exist.

📉

Valuations get renegotiated

Documentation gaps signal risk. Buyers use it as leverage to lower their offer.

How Business Vault works for brokers

A simple workflow that makes documentation a standard part of your listing process.

Step 01

Seller Onboarding

Send your seller a branded invite. They document their business in a guided workflow — digital assets, contracts, subscriptions, physical assets, key relationships.

✉️
Seller Invitation
Sent 2 hours ago
To: owner@coastalhvac.com
"You've been invited to document your business assets for sale preparation. Click below to get started..."
Start Documentation →
Step 02

Readiness Dashboard

Track documentation progress across all your listings. See which sellers are deal-ready and which need follow-up — at a glance.

Listing ReadinessUpdated live
Coastal HVAC
94%
Metro Print
67%
Summit Land.
34%
Step 03

Due Diligence Package

Generate professional, white-labeled reports for buyers. Everything organized the way buyers expect to see it.

ACME BUSINESS BROKERS
Confidential
Due Diligence Package
Coastal HVAC Services
Digital Assets (12)
Contracts (8)
Physical Assets (34)
Key Relationships (6)
📄 Download PDF
Step 04

Clean Transfer

When the deal closes, assets transfer smoothly. No scrambling, no surprises, no post-close chaos.

CS
Seller
Buyer
NB
Domains Transferred
Contracts Assigned
Credentials Shared
Final Review

Built for how brokers actually work

Every feature designed to make your deals close faster and cleaner.

📄

White-Label Reports

Export branded due diligence packages with your logo and contact info.

📊

Multi-Listing Dashboard

Track readiness across all your active listings in one view.

✉️

Seller Invitations

Send branded invites that guide sellers through documentation.

🔔

Expiration Alerts

Get notified before domains, contracts, or subscriptions lapse mid-deal.

🔐

Secure Credential Handoff

Transfer access credentials without exposing them in emails or spreadsheets.

💬

Priority Support

Direct line to our team when deals are on the line.

Early Access Program

We're working with a small group of brokers to get this right.

Business Vault was built from real conversations with business owners, brokers, and M&A advisors. We're refining the broker workflow with early partners before wider release.

Interested in shaping the product? Join the early access program →

Broker Program Pricing

Volume pricing for brokerages. Pay per active listing, not per seat.

BROKER PROGRAM
$29/listing/month

Minimum 5 listings. Volume discounts available.

  • Unlimited assets per listing
  • White-label reports
  • Multi-listing dashboard
  • Priority support
  • Secure credential transfer

Custom enterprise pricing available for 50+ listings. Contact us

Get started with the Broker Program

Tell us about your brokerage and we'll set you up with a demo.

We'll respond within 1 business day.