The client portal & deal room
The complicated part of selling a business, handled by the platform
Most business sales run on email attachments, phone tag and hope. Ours run on a private portal where every document, question, signature and interested buyer lives in one place — visible to exactly the people who should see it, at exactly the stage they should see it, and to nobody else.
Access is created by your advisor — there is nothing to sign up for. Start a conversation to get yours.
For our clients
What the portal does for you
An engagement has a hundred moving pieces. The portal's job is that you always know where yours stand — without having to call and ask.
Live reporting on your sale
Every inquiry, signed NDA, meeting and offer on your business, updated as it happens. You see buyer interest the day it exists, not in a monthly phone call.
A checklist that knows whose move it is
The whole process as a guided list — what is on you, what is on us, and what stage comes next. Stuck on an item? One click tells us, and we call you.
Quick answers, on the record
Messages go straight to your advisor and stay attached to your engagement — instant feedback while it matters, and still findable six months later. Requests and concerns are logged, not lost.
A data room, not an inbox
Tax returns and financials live in private, encrypted-at-rest storage that only your engagement can reach — never as email attachments. Every view and download is logged.
Sign without printing anything
NDAs and agreements signed on screen, recorded with the time, the place and a fingerprint of the exact wording — so what was agreed is provable years later.
Real people, direct lines
Clients get their advisor's direct cell number, not a switchboard. The portal handles the record-keeping precisely so the humans can spend their time talking to you.
Enhanced security at the door
Two-factor sign-in with a code to your approved email, broker-approved devices, permanent bans for repeated failed attempts, and phone-verified account recovery. A stolen password alone opens nothing.
You stay in control
Nothing about your business widens without you. Where the broker asks to share more with a specific buyer, the release waits for your explicit approval — and you can ask a question first instead.
The deal room
Buyers and sellers meet in stages — and the broker holds the gate
The hard problem in selling a business confidentially is showing it to buyers without showing it to the world. The deal room solves that with staged disclosure: each interested party sees more only as your advisor releases it, and several releases need your explicit approval too.
1. The anonymous profile
A vetted buyer is paired with your opportunity and sees a generic business profile — industry, region, scale. No name, no address, no contact details, in either direction.
2. The NDA gate
Interest confirmed, the broker assigns a confidentiality agreement. Nothing further opens until it is signed — the system enforces this; it is not a policy, it is a lock.
3. Disclosure, with your approval
Expanded details and documents release stage by stage. Where your approval is requested, nothing widens until you give it — both sides agree, or it does not happen.
4. You see them too
Sellers see each interested party as the broker presents them — “Buyer 3: cash buyer, industry experienced, SBA approval pending” — with progress in real time.
5. Messages pass through the broker
Neither side can accidentally identify themselves. Every message between buyer and seller is reviewed and released by the broker — protection for both, written into the plumbing.
6. The introduction
When both sides are ready, the meeting is coordinated by the broker — time, place, participants, all confirmed with each side before anyone is named.
7. Informed decisions, through communication
Buyer questions, requests for more information and candid feedback all flow through the broker — so sellers hear what the market actually thinks, with the identities protected and the noise filtered out.
8. Detailed analytics
Sellers watch it all as it happens: profile views, data sheet views, downloads, info requests and offers per buyer — plus each buyer's access history when the broker shares it. No wondering whether anything is going on.
Why it is safe
Security you can explain to your attorney
Everything above only matters if the platform underneath holds. It does, and in ways that are concrete rather than reassuring adjectives:
- Accounts exist only when we create them. No self-registration, for clients or buyers. Every credential traces to a decision by a person.
- Buyer sign-ins are device-approved. A correct password from an unapproved device stays at the door until the broker approves it — a stolen password alone gets nothing.
- Files live outside the web entirely. Documents are stored where no URL can reach them, released only through access-checked downloads, and uploads that could execute code are refused by inspection of the bytes.
- Nobody advances outside their released space. A buyer's stage is checked at every screen and every download. Guessing addresses returns nothing.
- Everything is logged, and you can see the log. Who opened what, when, from where — the question that eventually gets asked on every confidential sale has an answer here.
- NDAs are held by the broker. Completed buyer NDAs are recorded against each pairing and visible to the broker alone — each side sees its own commitments, not the other's.
Room for your whole team
Your accountant or attorney can have read-only access to your data room. A buyer's own broker or advisor can be credentialed alongside them, seeing what their client sees — added only with the broker's release, like everything else.
Opportunities find you
Registered buyers are matched against new sell sheets as they arrive — so a buyer who missed one opportunity is first in line for the next, and a new seller starts with an audience instead of an empty room.
The broker sets the timeline
Approvals, stages and releases are managed centrally, with the system queueing the next action so nothing stalls in anyone's inbox. Streamlined is the point: the platform does the bookkeeping; your advisor protects your time and data using your guidance.
Get your portal
Portals are created when an engagement begins — selling, buying, or preparing to do either. The first conversation is complimentary and confidential.