AI marketing for business brokers
Congress exempted qualifying M&A brokers from SEC registration, effective 29 March 2023, and it is worth explaining to owners considering a sale. Flo writes for the seller, two years before they are ready.
Nobody wakes up and decides to sell a business. They think about it for three years and then move in six weeks.
Written for a three year decision.
Which brokerage business are you?
A network with offices across regions, an independent brokerage with agents, and a main street broker working deals alone all sell businesses and reach sellers completely differently. Pick the one that matches what you run.
Business brokerage use cases
Four jobs the platform runs on a brokerage account, aimed at an owner who is years from deciding.
Reach Them Early
Owners thinking about it, long before they call anybody.
Explain What A Business Is Worth
The most searched question in this market, almost never answered honestly.
Build Buyer Lists
The other half of the market, which most brokerages neglect entirely.
Replies In Your Voice
Reviews answered without confirming any engagement or party.
Other professional services firms we set up differently
Brokerage sits next to the other practices handling the largest transaction of somebody's life.
Marketing by company size
The same platform, framed by how many people bill, not by what you advise on.
You have questions. We have answers.
What comes up on the first call with a business brokerage.
Does the federal exemption change our marketing?
It changes what you can say about how you are regulated. Qualifying M&A brokers have been exempt from SEC broker-dealer registration since the provision took effect in 2023, subject to size limits and conduct conditions, and it does not touch state securities or business-broker licensing at all.
What are the size limits?
An eligible privately held company must have EBITDA under $25 million or gross revenues under $250 million, measured in the fiscal year before the broker is engaged. It is an either or both test, and there is a statutory inflation adjustment due from the end of 2027.
What content actually reaches sellers?
Valuation. What multiple a business in their industry actually trades at, what a buyer will discount for, what makes a business unsellable. That is the question every owner is quietly researching and almost nobody answers it without a form in the way.
Our sales cycle is measured in years.
Which is why the publishing has to be steady rather than a campaign. An owner deciding in 2027 can have three years of your writing to read, which no ad campaign leaves behind.
Sources
- Securities Exchange Act section 15(b)(13), 15 USC 78o(b)(13), added by the Consolidated Appropriations Act 2023 and effective 90 days after 29 December 2022, read 24 September 2026. Removes SEC broker-dealer registration only; state securities and business-broker licensing are unaffected.
- Securities Exchange Act section 15(b)(13)(E)(iii)(II), eligible privately held company thresholds, read 24 September 2026. The test is either or both, measured in the fiscal year before engagement, with a statutory inflation adjustment due from 29 December 2027.
Ready to Grow Your Business?
Find out how MoFlo's AI can take the work off your plate and power your business growth.