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SME Brokers
Free readiness check

For brokers, accountants and advisers

Tools that prepare deals, and the deal flow to use them on

Certified SME Brokers use the Readiness Score, value-gap analysis and growth-plan tools to prepare clients — and earn retainers while they do it. One or two clients covers your subscription.

Apply to become certified See subscription tiers
Business adviser holding a tablet at her office window above the city

1–2 clients

cover your subscription

Step by step

From application to first client

  1. 1

    Apply

    Tell us about your background and upload your licences and certificates. Industry experience required.

  2. 2

    Vetting

    Our team reviews your application and licences.

  3. 3

    Certify

    Complete the online course and exam (one-off certification fee).

  4. 4

    Subscribe

    Choose Associate, Certified or Principal. Your profile appears in the broker directory.

  5. 5

    Get clients

    Accept allocated leads, or send your assessment link to clients you already have.

Broker walking a manufacturing client's factory floor during a site visit

What brokers get

  • Interactive toolkit

    Every tool turns client data into a branded output — not another template to download.

  • Client pipeline

    Track every client from lead to settlement, with retainers and commissions in one place.

  • Allocated leads

    Owners who complete the free check are routed to brokers by region and specialty.

  • Your own assessment link

    Clients who start from your link come straight to your lead inbox.

  • AI drafting

    Business plans, IMs and gap explanations drafted from client data for your review.

  • Compliance built in

    Checklists, signed engagement terms and conflict disclosures per client.

Common questions

Who can apply?
Finance and business brokers, accountants, advisers and specialists (IT, marketing, WHS) with an industry background.
How do I get paid?
Clients pay you a monthly retainer to prepare their business, plus success fees. Where a sale commission is shared with the platform, it runs through a licensed-agent structure.
Do in-house brokers pay a subscription?
No — brokers employed by the company don't pay a subscription.

Turn your expertise into prepared deals

Apply, get certified and start receiving owners who want to sell or raise.

Apply to become certified