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The Brokers' Roundtable

A network that provides training and collaboration for brokering the sale of businesses

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The Brokers' Roundtable (TBR), the online support platform for Worldwide Business Brokers, serves as a premier hub for intermediaries and advisors involved in the buying and selling of businesses, as well as business owners and buyers. Members gain access to a professional network that focuses on the latest techniques in business valuation, marketing, and deal management. TBR provides a way for brokers to collaborate on deals and for sellers and buyers to access the talent needed to maximize their deal outcomes. Members have access to high level discussions regarding the legal and financial nuances of mergers and acquisitions in various industries. The community emphasizes the importance of continuous education to stay ahead of market trends and regulatory changes. Members - brokers, Realtors, buyers and sellers - benefit from a network of deal talent, including lenders, attorneys, accountants and more - who provide support during the often complex negotiation, due diligence, financing and closing process. By participating in this ecosystem, professionals can refine their sales strategies and increase their success rates in closing transactions while buyers and sellers can find the specialized help they need to get their deal done. The Brokers Roundtable is dedicated to raising the standard of excellence within the global business brokerage community.

Outcomes

  • Master advanced business valuation and marketing techniques
  • Execute complex M&A deal structures
  • Optimize business marketing and lead generation
  • Implement ethical brokerage negotiation standards

What's included?

  • Deal Collaboration Portal

    Members use this secure space to share opportunities and find partners for co-brokered transactions and access the professionals associated with the industry.

  • Advanced Training Modules

    This feature provides access to expert-led courses on valuing and marketing businesses as well as tax implications and legal frameworks for business sales.

  • Weekly Live Mastermind Calls

    Participants join live sessions for ongoing Course support, to discuss current market conditions and solve specific-deal related challenges.

  • Weekly “Ask Me Anything” Sessions

    Q&As on all things business-related.

  • Monthly LIVE STREAMS

    Members can access monthly live Q&As with specialists in all facets of valuing and selling businesses - plus the recordings of all previous sessions.

Who is this for?

  • Business brokers - new and experienced - looking to scale their practice and deal flow
  • Realtors who want to add business brokering to their practice.
  • Business owners who want professional guidance on valuation and exit planning.
  • M&A advisors seeking advanced professional development and networking
  • Intermediaries interested in collaborating on international business transactions

About the creator

Joseph Caffrey, CBI picture

Joseph Caffrey, CBI

Founder of Worldwide Business Brokers | M&A Strategy & Business Brokerage Expert

Joseph Caffrey is an expert in business brokerage and mergers and acquisitions, with decades of experience facilitating high-value transactions. He is the founder and president of Worldwide Business Brokers (est. 2001), leading a global network focus...

The Brokers' Roundtable | Circle Discover