Business Broker Templates

Business Broker Templates

There is a huge number of templates that someone in the Business Broker role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Business Broker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Business Valuation Template
2. Confidentiality Agreement Template
3. Listing Agreement Template
4. Buyer Profile Template
5. Financial Statement Template
6. Due Diligence Checklist Template
7. Offer Letter Template
8. Purchase Agreement Template
9. Closing Checklist Template
10. Commission Calculation Spreadsheet

Reports

Reports are often prepared by a Business Broker to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Performance Report
2. Lead Generation Report
3. Deal Pipeline Report
4. Client Acquisition Report
5. Revenue Forecast Report
6. Market Analysis Report
7. Competitor Analysis Report
8. Financial Performance Report
9. Client Satisfaction Report
10. Marketing Campaign Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Business Broker does and how they do it.

1. Client Onboarding SOP
2. Market Research SOP
3. Valuation Analysis SOP
4. Marketing Strategy SOP
5. Listing Creation SOP
6. Buyer Qualification SOP
7. Negotiation and Deal Structuring SOP
8. Due Diligence SOP
9. Closing and Transition SOP
10. Post-Closing Follow-up SOP

Presentations

Business Broker presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Sales Performance Review Template
2. Market Analysis Template
3. Business Valuation Template
4. Buyer Presentation Template
5. Seller Presentation Template

Legal Docs

There are several key times when a Business Broker needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Purchase Agreement Template
2. Non-Disclosure Agreement Template
3. Letter of Intent Template
4. Due Diligence Checklist Template
5. Business Valuation Template

Health & Safety Templates

Health & Safety templates for a Business Broker ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Business Broker calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Client Meeting Calendar
3. Marketing Campaign Calendar
4. Deal Closing Calendar
5. Networking Events Calendar

Invoice Templates

Several types of Business Broker invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Commission Invoice
2. Business Valuation Invoice
3. Listing Agreement Invoice
4. Due Diligence Invoice
5. Closing Fee Invoice

Survey Templates

For a Business Broker to get insights related to the work they do, they need to send out Business Broker surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Market Research Survey
3. Sales Performance Survey
4. Lead Generation Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Business Broker meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Sales Team Meeting
2. Client Acquisition Meeting
3. Deal Negotiation Meeting
4. Marketing Strategy Meeting
5. Financial Analysis Meeting

Budget Templates

To manage finances well, a Business Broker would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Sales Revenue Budget Template
2. Operating Expense Budget Template
3. Marketing and Advertising Budget Template
4. Employee Compensation Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Business Broker to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Lead Generation Dashboard
3. Deal Pipeline Dashboard
4. Financial Metrics Dashboard
5. Client Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Business Broker needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Acquisition Proposal
2. Merger Proposal
3. Business Valuation Proposal
4. Franchise Sale Proposal
5. Investment Opportunity Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Business Broker templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.