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.
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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.
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.
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For buyers and advisors who aren't listing businesses for sale
For brokers and advisors managing 3 or fewer active deals at a time
For brokers and advisors managing more than 3 active deals at a time
For larger offices or ones seeking a higher degree of customization