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- AI for Business Brokering // Recap - Bonus Edition of AI for Business Brokers + ***Significant technology update***
AI for Business Brokering // Recap - Bonus Edition of AI for Business Brokers + ***Significant technology update***
An 8-Week Series brought to you by Tupelo
George Wellmer
November 04, 2024
gaining a competitive edge through broker ai tools
A Process of Getting Better
For the past eight weeks, we’ve explored nearly 50 AI and technology tools. If it feels overwhelming, that’s normal. Choosing the right tools takes time, and there’s no one-size-fits-all solution. Just like you have different tools in your toolbox for specific projects, technology works the same way. And as the landscape keeps changing rapidly, the key isn’t finding the 'best' tools—it’s choosing the ones that can grow with you and fit how you work.
Lead Sourcing
Outreach
Vetting and Valuation
Preparing Marketing Materials
Marketing Companies
Vetting Buyers
Due Diligence
Closing
At each stage, we covered tools that can make your work more efficient. The aim is simple: to help you serve more clients and provide better service.
Significant Update - Use AI to Spread your Financials
Tupelo's AI Spreads Financials!!! - Watch Video
This week, we’re excited to announce a new AI tool from Tupelo that automates the spreading of financial statements. This tool will make it faster and easier to analyze financials, freeing up more of your time. Watch the video below to see how it works!
What’s Next?
Going forward, this newsletter will evolve into a monthly edition. We’ll continue covering AI and technology, but we’ll also dive into a broader set of topics relevant to your work as a broker.
If you have any questions about AI, technology, or anything related to business brokering, feel free to reach out: [email protected].
- George, Co-founder and CEO of Tupelo
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