Firm Exchange: Pricing

Simple Subscription Options to Fit Your Needs

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


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

$0 USD/mo

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


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

$99 USD/mo

Get Started
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


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

$299 USD/mo

Get Started
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. with separate cloud server environment
  • Tailored customer and technical support with 99.9% uptime guarantee

Frequently Asked Questions

How much does it cost to add people to my deals?

Nothing! We designed Exchange Spaces as a place to keep everyone involved in a deal on the same page. Creating an account is always free and only the host of the Exchange Space (generally the seller’s broker) needs to have an active subscription.

How does the free trial work?

Our 30-day trial begins when you first activate a business page to share with potential buyers. The trial period includes all the features of your selected subscription plan. We require a credit card to start the trial so that there are no unintended interruptions of service for you or your clients. However, we will not charge your credit card until the end of the trial, and if you need a little extra time let us know.

Do I need to install any software? How long does it take to get started?

Firm Exchange is entirely cloud-based meaning you can take it anywhere you go and there’s no software to install. Most users are up and running in fewer than 15 minutes.

What if I need help getting started?

Our software is designed to be intuitive and includes tool tips and other guides. But if you have any questions, our Knowledge Center is a great place to start. But feel free to reach out and we’ll be happy to help. All of our paid subscriptions include complimentary onboarding for new customers to help get you up and running quickly. Additionally, our Premium and White Label plans include ongoing data management service to assist in adding new businesses.

What if I need to cancel my subscription?

You can cancel at any time either from within your account or by contacting us. We don’t require any contracts or long-term commitments.

How do you protect my data?

We are committed to protecting our customer's accounts and data. Some of the key security features we have implemented include 2048-bit encryption, extended validation secure socket layers (EVSSLs), SOC-compliant data center via Amazon Web Services, redundant virtual server environments, encrypted account passwords, and two-factor user authorization.

Exchange Space

Diligence Tracker

Document Sharing

Financial Tools

Visit our How it Works page to learn more about our great features.