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.