Give Your Clients a Better Path
to Selling Their Business

When a client asks how to sell their $1M–$10M business, you need an alternative to the 8–12% broker commission. Built Equity gives your clients a flat-fee exit platform starting at $1,500 — and keeps you at the center of the relationship as their trusted advisor.

How It Works

A straightforward model: you identify the opportunity, we provide the transaction structure, and you remain the trusted advisor throughout.

1

Your Client Asks About Selling

A business owner raises the topic of valuation, transition, or selling. You are their first call.

2

You Introduce Built Equity

You recommend a structured process. Your client gets a professional path forward — and you stay central to the relationship.

3

We Provide the Structure

Built Equity guides financial organization, buyer materials, communication workflows, and deal progression.

4

You Advise on What Matters Most

Tax strategy, financial positioning, deal structure, and the decisions that shape the outcome. Your role becomes more valuable, not less.

Your Role Is Not Replaced — It's Elevated

Selling a business is one of the most significant financial events your client will experience. They need more than a transaction platform — they need their trusted advisor guiding the financial, tax, and strategic decisions that shape the outcome.

Your client still needs:

Clean, defensible financials
Tax-aware deal structuring
Guidance on proceeds, allocations, and implications
A trusted voice through negotiation and closing

Built Equity provides the transaction structure and workflow. You provide the advice that makes the difference.

You stay at the center of the relationship — where you belong.

The Question Every Advisor Faces

At some point, every business owner asks: "How do I sell my business?"

As their CPA or advisor, you want to give them a thoughtful answer. But the traditional options are limited:

1
Refer to a broker
The broker takes over the relationship and the process — and the client pays a significant commission
2
Let them figure it out
Without structure or guidance, most owners struggle to run a professional sale process

Built Equity gives you a third option: a structured, professional sale process where your client stays in control — and you remain their primary advisor.

We Handle the Transaction Structure

Built Equity provides the system and tools to guide your client from preparation through closing — the operational structure that most sellers lack:

Financial intake and organization
Valuation support and analysis
CIM and buyer-facing materials
Buyer outreach guidance and workflow
NDA and communication structure
Negotiation tools and deal progression
Document organization and attorney handoff

Better Outcomes — for You and Your Client

For Your Client

A structured, professional sale process
Control over their own transaction
Lower cost than a traditional brokerage engagement

For Your Practice

A better answer when clients ask about selling
Your client stays your client — the relationship is preserved
Sellers on our platform need CPAs, attorneys, and advisors — we refer them to you

Be a Trusted Resource for Business Sellers

Business owners going through a sale need advisors they can trust. As a trusted advisor with Built Equity, you are the first resource they see.

Have a Better Answer

When your client asks how to sell their business, you have a structured, professional recommendation — not just a broker referral.

Keep the Relationship

Your client stays your client through the entire process. No broker takes over. You remain the primary advisor.

Receive Referrals

Sellers on our platform need CPAs, attorneys, and financial advisors. We connect them directly with our trusted advisors.

When to Introduce Built Equity

A client asks, "What is my business worth?"
A client is planning for retirement or ownership transition
A client receives unsolicited buyer interest and needs guidance
A client wants to explore selling but doesn't know where to start

Get Started as a Trusted Advisor

Give your clients a better path to selling their business — and strengthen your advisory relationship in the process.

A better answer when clients ask about selling
Listed as a trusted resource for active sellers
Mutual referrals — no cost, no obligation

Join as a Trusted Advisor

Built Equity is not a broker and does not charge success-based commissions. We provide structured guidance and tools to support business owners through the sale process alongside their trusted advisors.