Firm Exchange: Firm Exchange is Built for the Small and Middle Markets

Firm Exchange is Built for the Small and Middle Markets

Focused on the needs of small- and middle-market brokers and advisors

Firm Exchange is built from the ground up to provide a one-platform M&A solution for small- and middle-market brokers and advisors. Our unique Exchange Space concept organizes each deal team into its own digital environment, offering an easy way to organize due diligence conversations, securely share files, and visualize progress on every deal.

Get started today with a 30-day free trial or contact us for a demo of the software.

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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.

Learn more about Firm Exchange's features on the How it Works page.

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.

Simple Subscription Options to Fit Your Needs

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

Free

For buyers and advisors who aren't listing businesses for sale

$0 USD/mo

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  • Join an unlimited number of Exchange Spaces
  • Industry-leading safety and security, including two-factor authentication
  • Access to the ever-expanding Knowledge Center

Standard

For brokers and advisors managing 3 or fewer active deals at a time

$99 USD/mo

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All the benefits of Free, and:
  • Act as seller for 3 active businesses at a time
  • Unlimited Exchange Spaces for active businesses
  • New customer onboarding, including complimentary data management service for existing businesses
  • Standard customer and technical support

Premium

For brokers and advisors managing more than 3 active deals at a time

$299 USD/mo

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All the benefits of Standard, and:
  • Act as seller for an unlimited number of active businesses
  • Unlimited document storage for active businesses
  • Ongoing complimentary data management service for new businesses
  • Priority customer and technical support with 99.5% uptime guarantee

White Label beta

For larger offices or ones seeking a higher degree of customization

 

Contact Sales
All the benefits of Premium, and:
  • Fixed monthly pricing instead of a per-user fee
  • Customized content including logos, colors, and more
  • Vanity URL (e.g. yourcompany.firmexchange.com) with separate cloud server environment
  • Tailored customer and technical support with 99.9% uptime guarantee

Learn more about our pricing by visiting our Pricing page

Get started today with a 30-day free trial

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