📈 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:

Average Asking Price: $927,801

👁️ AI Toolkit

This month, we’re featuring: Leadbay, an AI-powered prospecting engine that uncovers and qualifies small and mid-sized business leads other platforms can’t find. While LinkedIn, Clay, and ZoomInfo rely on outdated databases, Leadbay continuously scans the web to detect real buying signals—new websites, hiring patterns, tech changes, ownership shifts, and more. It turns these signals into verified leads, helping sales teams 5× their prospecting efficiency by discovering opportunities in the 70% of the market everyone else misses.

👉️ Broker Tip: Stay in front of Referrals

Here are 10 tips on how to stay top of mind in front of your referrals. 

1. Monthly Insight Emails

Send a short, data-driven email each month with deal stats, market multiples, or success stories.

Example: “Average HVAC multiple rose to 3.6× in Q3 — here’s why.”
→ Keeps you positioned as the go-to expert without a hard sell.

2. Quarterly Referral Roundtables

Host quarterly lunches or virtual meetups with a small group (3–5) of professionals.
→ They exchange insights and you subtly become the hub that connects them.

3. Joint Webinars or Workshops

Co-brand a short educational session — e.g. “Preparing Clients for an Exit” or “How to Value a Small Business.”
→ Gives partners visibility while associating you with thought leadership.

4. “Deal of the Month” Updates

Share anonymized examples of deals closed — focus on lessons learned, not bragging rights.
→ Professionals love real-world context they can pass on to clients.

5. Personalized Touchpoints

Set reminders in your CRM to check in every 90 days with a personal note:
“Hey Sarah — saw your recent post on LinkedIn on tax deferrals, loved the insights!”
→ A small, authentic nudge beats any mass outreach.

6. Social Presence 

Share content that educates and informs—especially posts backed by data or industry insight. Balance this with personal posts (think: family trips, hunting weekends, or ballgames) so followers see the person behind the professional.

→ Builds credibility, drives engagement, and creates authentic connection.

7. Co-Marketing or Resource Sharing

Create shared resources (like “Exit Planning Checklists” or “Valuation Guides”) that partners can send to their clients — with your branding included.

8. Share “Buyer Heat Maps” and Insights

Put your CRM data to use! Every quarter, send a simple visual of what buyers are looking for (industries, price ranges, geos).

→ It helps them advise clients better — and subtly reminds them you have the data edge.

9. Podcast or Video Series

Feature referral partners as guests on a “Main Street M&A”–style series.
→ You highlight their expertise and get long-form content to repurpose.

10. Referring deals to your referrers 

Your referral partners are far more likely to send you business when you actively send opportunities their way.

→ Referrals work both ways—give opportunities to get opportunities.