Firm Exchange: Firm Exchange is Ideal for Business Brokers

Firm Exchange is Ideal for Business Brokers

Close more deals, more efficiently with Firm Exchange

Firm Exchange offers an intuitive, modern platform to engage with counterparties while staying in control of all your deals. Our unique Exchange Space concept organizes each deal team into its own digital environment, offering an easy way to visualize progress and keep every deal on track.

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Tools and resources to help you close deals more efficiently

A customizable dashboard helps you choose which deals to focus on. Stay in command of all your deals and receive notifications when there’s activity that warrants your attention.

Our easy-to-use tools help you create business summary pages to share with potential leads. Manage the buyer screening process with our Business Inquiry system and, when you're ready, launch an Exchange Space to manage the deal.

The deal stage tracker and notification systems help ensure the entire deal team is notified of updates and keep deals on track to closing.

Firm Exchange is the Ideal Workflow Solution for Managing Multiple Transactions

At Firm Exchange, we know that managing multiple deals at once can be cumbersome and time consuming. Put time back in your pocket and better serve your clients with our industry-leading deal management tools.

Exchange Space

Manage multiple transactions easier than ever before. Communication with each potential buyer is organized into its own deal space where you can manage deal members, keep track of deal progress, and share historical financials. Every Exchange Space also includes the Diligence Center, our custom designed solution to handle the due diligence process.

Diligence Center

The Diligence Center is custom built to handle the due diligence process and is the ideal solution to manage your entire deal workflow. Engage in dialogue with all parties to a deal with messages organized into different conversation threads. This helps to make sure you never miss a critical update or question and everyone is always on the same page.

Document Storage

Easily attach relevant documents to any Diligence Center message to support buyer information requests. All documents are stored in one convenient location at the bottom of the Diligence Center home page, so you can quickly review what has been shared and know your documents aren't lost in someone's inbox.

Historical Financials Tool

Upload historical financial information for each business and share with potential buyers in an Exchange Space. Financials are presented in a standardized format as well as in a custom-built trend analysis tool to help buyers conduct their due diligence. This can also help facilitate a discussion with your clients and speed the preparation process.

Everything Included for One Low Monthly Price

Start today with a free 30-day trial. Cancel anytime.

Unlimited Businesses,
Unlimited Exchange Spaces

Monthly Subscription

Pay once per month and receive
unlimited access to all of our features.

$299/month

An incredible value for selling several businesses each year

Firm Exchange is the hub where successful deals happen. Our deal workflow tools are built to boost productivity, prevent mistakes, and maintain momentum on all of your deals. Ideal for business brokers selling multiple businesses.

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Learn more about our pricing by visiting our Pricing page

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