Broker AIchemy - May 2025

brought to you by Tupelo

🦈 Tech, Tactics & a Shark in Orlando

This month, ~1,000 business brokers made the pilgrimage to Orlando—some for Mickey, most for the M&A insights. And yes, Shark Tank’s Daymond John swung by to talk entrepreneurship.

Here’s what made waves:

📣 Brand > Rolodex — Referrals work, but growing your practice in 2025 takes investment in marketing (ads, content, email) to consistently land more listings. Awareness = dealflow.

🤝 Negotiation is getting creative — With tighter lending and more seller involvement, deal structures are getting more flexible (think earnouts, seller notes, performance-based terms). Knowing how to craft a deal is everything.

🧰 Too many tools? Maybe. But the right ones matter — CRMs, valuation engines, AI outreach... there's a flood of software, but the brokers embracing tech are closing faster and scaling smarter.

The playbook’s on the table. Time to run it.

-George Wellmer, CEO & Co-Founder Tupelo

🗯️ SMB Squawk Box

Manufacturing

Click on the links below for more!

Low

Mean

Median

High

Machine Shop

2.20x

3.05x

3.10x

5.90x

Injection Molding

2.68x

3.88x

3.95x

5.60x

Medical Supply Mfg

2.6x

4.22x

4.35x

7.10x

Plastic pipe & parts Mfg

2.25x

4.37x

4.60x

7.60x

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:

Prospeo: helps sales and recruiting teams find verified emails and mobile numbers using LinkedIn, company domains, and bulk search tools. Think of it as a prospecting sidekick that quietly does all the dirty work—so your outreach and actually land the deal.

👉️ Broker Tip

5 steps to build an AI Lead Gen Flywheel

  1. 🎯 Identify your target – Are you chasing HVAC roll-ups or e-comm exits? Be specific.

  2. 🏗 Build a company list – Use scrapers, databases, or AI tools to find businesses that match.

  3. 🔍 Enrich with owner details – Pull names, emails, and even LinkedIn profiles with enrichment tools.

  4. 🧹 Validate the fit – Filter out the noise. Are they actually a good match for your buyer or thesis?

  5. 📬 Outreach – Personalized, relevant, and timely—powered by AI, written by you (mostly).💥 Special Feature