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Business Broker: Best Referral Sources

Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.

Get your list

The rooms for business brokers, the next meeting dates, and who to ask for when you walk in.

Your top referral sources
  1. CPA / Accountant
  2. Financial Advisor
  3. Attorney Business & Corporate
  4. Real Estate Appraiser
  5. Business Banker
See the full answer ↓
Start here

Your one-page action plan

Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.

Networking plan: Business Broker

The five people who should be sending you clients

  1. CPA / Accountant (Two-way)
    Shared trigger: an owner sells the company
  2. Financial Advisor (Two-way)
    Shared trigger: an owner sells the company
  3. Attorney Business & Corporate (Two-way)
    Shared trigger: an owner sells the company
  4. Real Estate Appraiser (They send you work)
    Shared trigger: somebody needs a loan closed
  5. Business Banker (Two-way)
    Shared trigger: an owner sells the company

The three rooms to be in

  1. Vistage: Your partners are in this room: CPAs, financial advisors, and business attorneys.
  2. Your local estate planning council: Your partners are in this room: CPAs, financial advisors, and estate planning attorneys.
  3. State CPA society: Your partners are in this room: CPAs and financial advisors.
Or have it emailed to you ↑
The people

Who should be sending you clients

Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need business brokers, who else gets a call that same week?

Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.

  1. 1 CPA / Accountant Two-way Trigger: an owner sells the company 74 match strength out of 100
  2. 2 Financial Advisor Two-way Trigger: an owner sells the company 73 match strength out of 100
  3. 3 Attorney Business & Corporate Two-way Trigger: an owner sells the company 69 match strength out of 100
  4. 4 Real Estate Appraiser They send you work Trigger: somebody needs a loan closed 61 match strength out of 100
  5. 5 Business Banker Two-way Trigger: an owner sells the company 61 match strength out of 100
  6. 6 Real Estate Investor They send you work Trigger: somebody dies and an estate has to be settled 60 match strength out of 100
  7. 7 Insurance Health & Benefits Two-way Trigger: somebody retires 57 match strength out of 100
  8. 8 Commercial Lender Two-way Trigger: an owner sells the company 56 match strength out of 100
  9. 9 Business Consultant You send them work Trigger: an owner sells the company 56 match strength out of 100
  10. 10 Attorney Estate Planning & Probate Two-way Trigger: somebody retires 55 match strength out of 100

Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑

The rooms

Where those people actually are

Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.

  1. 1 Vistage Your pick Your partners are in this room: CPAs, financial advisors, and business attorneys. Paid peer group · Monthly · $2,000+/yr · ~8 hrs/month Chapter finder →
  2. 2 Your local estate planning council Your partners are in this room: CPAs, financial advisors, and estate planning attorneys. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  3. 3 State CPA society Your partners are in this room: CPAs and financial advisors. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  4. 4 Your city or county chamber of commerce Your partners are in this room: CPAs, financial advisors, and business attorneys. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  5. 5 LinkedIn groups & local B2B communities Your partners are in this room: CPAs, business attorneys, and business bankers. Online community · Always on · Free · ~3 hrs/month Chapter finder →
  6. 6 EO (Entrepreneurs' Organization) Your partners are in this room: financial advisors, business attorneys, and business consultants. Paid peer group · Monthly · $2,000+/yr · ~8 hrs/month Chapter finder →
  7. 7 Local mortgage bankers or brokers association Your partners are in this room: appraisers and commercial lenders. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  8. 8 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~8 hrs/month · One seat per category Chapter finder →

Let us be straight with you. For business brokers, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.

These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑

Your seat

Is your seat open?

Prime Time takes one Business Broker per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.

Add your ZIP code in the form above to see which seats are open. Go to the form ↑

Want this as a list you can act on?

Send it to yourself: the partners above, the rooms ranked for business brokers, and the next meeting dates for your area.

Send me my list