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SME Brokers

Three audiences, one gate

How SME Brokers works

Only businesses that reach a Readiness Score of 80 list on SME-SX. Everyone else gets a broker and a plan to get there.

The journey

The 80-point gate and the broker loop

01

Owner signs up

To sell or to raise capital.

02

Free assessment

15 questions, an indicative score and a gap report.

The gate

80+

Readiness Score, checked against evidence

Yes
03

Audit & list

Our team audits the score and the listing goes live.

04

Enquire & settle

Buyers and investors lodge EOIs and Q&A, then it settles.

Below 80 at the gate
The broker loop, repeated until the business passes
  1. Engage a broker

    On a monthly retainer to close the gaps: contracts, WHS, IP, financials, the business plan.

  2. Upload & verify evidence

    Each answer is marked broker-verified or self-reported.

  3. Re-score

    The score climbs until it passes the gate, then goes to audit.

That loop is the broker's retainer income and the platform's quality control.

The Readiness Score

What it measures

33 questions across 8 weighted categories. Every answer has an evidence rule and a verified or self-reported flag, and an administrator audits the score before any listing goes live.

Model version draft-0.1 (draft — the partners' final questions and weights will replace it).

  • Financials

    20 pts

    Clean, accountant-prepared numbers a buyer or investor can rely on.

  • Contracts & legal

    12 pts

    Revenue, supply and premises secured in writing and transferable.

  • WHS & HR policies

    10 pts

    Safe, compliant workplace with documented employment arrangements.

  • Intellectual property

    8 pts

    Brand, software and content owned by the business, not individuals.

  • Governance & structure

    10 pts

    A clean corporate structure with agreements that allow a sale or raise.

  • Business plan & IM

    12 pts

    A current plan, forecasts, information memorandum and exit plan.

  • Owner dependency

    14 pts

    The business runs on systems and a team, not on the owner.

  • Growth & market

    14 pts

    Diversified, recurring revenue with a credible growth path.

See where your business stands

Take the free readiness check and get your indicative score and gap report by email.

Take the free readiness check