Broker AIchemy - August 2025

brought to you by Tupelo

Author

George Wellmer
August 07, 2025

Back to School, Back to Business: School is almost back in session—and so are we, with fresh data and sharper insights to help you finish Q3 strong.

In this month’s Broker Alchemy, we’re breaking down:

• 🔥 New! Broker Insights - A Downloadable Market Report showing the trends for latest listings, inquiries, multiples, and market momentum

• SMB Squawk Box: Real-world multiples + new industry benchmarks

•Tool of the Month: AI you can use to work smarter (not longer)

•Tip of the Month: One tactical way to grow your practice

⭐ Bonus VIDEO : CLICK HERE TO VIEW → Lead Sourcing like a Pro

George Wellmer, CEO & Co-Founder Tupelo

📈 New! Broker Insights - Market Report

Tracking deal flow, multiples, and market movers in small business sales.
We break down who’s getting the most traction, where multiples are landing, and which industries + regions are leading the pack. Click the link below to check it out!

Tupelo Broker Insights - Aug2025.pdf130.79 KB • PDF File

🗯️ SMB Squawk Box: Summer Edition 😎

Click on the links below for more!

Low

Mean

Median

High

Pool Cleaning

1.60x

2.47x

2.30x

5.60x

Travel Agencies

1.70x

2.10x

2.20x

3.70x

HVAC

1.70x

2.55x

2.50x

6.80x

Restaurants

1.20x

1.98x

1.80x

4.25x

Landscaping

1.40x

2.18x

2.00x

5.10x

Industry Overview, Market Size/Projections, Key Financial Metrics, Future Outlook and more

Tupelo’s industry reports get thousands of views monthly by owners, buyers, and your fellow brokers.

👁️ AI Toolkit

This month, we’re featuring: Upwork
I know this is not an AI too but heck humans are still pretty darn good at doing complex tasks. And you can find top notch talent to work for your firm part-time, project based, full-time, etc. on Upwork. How we see business brokers using Upwork:

  • Cold calling

  • Research

  • Data aggregations - example put me a list of all companies and 

  • Technology support 

  • Website building - should not cost you more than a few $100s

  • Valuations

  • Teaser Building 

  • Data entry

  • Data clean up 

  • VAs

There is zero commitment for you, if the service does not meet your standard, you can simply walk away. Why not give it a go? 

👉️ Broker Tip: The Broker’s New Secret Weapon

More business brokers are hiring junior reps—think Swiss Army knives for the deal process.

Their mission? Take the heavy lifting of prospecting, admin, and tech headaches off the broker’s plate so the broker can focus on two things: serious buyers and closed deals.

What they actually do:

  • Prospect research: Digging up the who, what, and where before outreach.

  • First contact: Reaching out to owners to see if they’re ready to sell.

  • Follow-ups: Pinging unresponsive leads with a gentle nudge.

  • Seller screening: Figuring out if a lead is worth your time.

  • Valuation support: Prepping financials and data for valuations.

  • Buyer screening: Asking qualifying Q’s before passing them along.

  • Calendar wrangling: Scheduling calls and valuation reviews.

  • CRM clean-up: Keeping your database squeaky clean.

Tech support: Managing listings, CRMs, email campaigns, and data rooms.