Firm Exchange: Build Momentum with Firm Exchange

Don't Let Your Deals Die on the Vine

Too often deals don’t get across the goal line due to inexperienced buyers or unprepared sellers. Firm Exchange helps you streamline the entire deal process and removes common obstacles for a successful deal. Maintain momentum on all your deals by using our proprietary Exchange Space solution, custom built for business brokers.

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Identify (and Tackle!) Unresolved Issues

Never miss out on a critical email that could cause a buyer to lose interest or a seller to get distracted. Our Diligence Center conversations keep the entire deal team engaged on each due diligence topic. And our resolution tracking system makes sure all questions get addressed.

Gather and Share Financial Information

Our Historical Financials software provides brokers with a template form to work with sellers to collect critical financial information. Just as important, sharing templated financial statements and financial analysis with potential buyers is a simple as flipping a switch.

Bring Everyone Up to Speed Quickly

Our custom-built Exchange Space software lets brokers seamlessly manage each deal from one central location. Grant and revoke permission to the deal space as needed. No more sharing long email chains or ad-hoc files. Everyone sees what they need, when they need it, so you can keep your deal on track to closing.

Put Valuable Time Back in Your Pocket

Did you know that using Firm Exchange to manage all your deals pays for itself? Join today and see how Firm Exchange can free up valuable time for what you value most.