Managing multiple business sales has never been easier.
Track and monitor progress across all your deals, so you never miss a critical update.
Create and share critical financial information with our secure, easy-to-use financial templates.
Firm Exchange is the hub where successful deals happen. No more losing track of email conversations or shared documents. All parties stay on the same page and can work together to close the deal.
Sellers invite interested buyers and advisors into each Exchange Space, providing a platform for all parties involved in the deal to stay on the same page
Stage-based tracking helps you monitor progress on every potential deal
Sellers control access to standardized, exportable historical financial records
Real-time notifications so you never miss an update
Organize questions by topic, as broad or as specific as you need
Seamless record of communication within every diligence topic
Powerful search tool works across topics and within messages
Attach documents to any message and view all uploaded documents in a centralized repository
Marking items as complete keeps the focus on topics that still need to be addressed