SME Brokers
Investor briefing · Development update · October 2026

From plan to a working platform.

How we help Australian small businesses exit profitably, and what we have already built to do it.

SME Brokers · the gateway SME-SX · the business exchange
SME Brokers
The problem

A wave of owners want out. Very few are ready.

0%
of Baby Boomer SME owners plan to exit within five years
0%
of SME owners have a succession plan
0%
of businesses that go to market actually sell

Most businesses fail to sell because they aren't prepared: missing contracts, messy financials, everything depends on the owner. That gap is our opportunity.

Sources: MYOB / CA ANZ (Aug 2025); Exit Planning Institute via Peony (2026)
SME Brokers
Our answer · try it live

One number decides who can list: the Readiness Score.

Eight areas, each weighted. Drag a slider to see how a business moves towards the 80-point gate.

0out of 100
Weights are the prototype's draft model; partners will supply the final ones. Value Builder: 80+ businesses get offers ~71% higher.
SME Brokers
Who it serves

One platform, three doors.

Business owners

Sell, or raise capital to grow

Owners with roughly $500K–$10M turnover get a free readiness check, a gap report and a certified broker to get them ready.

Pay their broker's retainer
Certified SME Brokers

Prepare deals, earn retainers

Accountants, brokers and advisers get the toolkit, leads and a client pipeline. They must be vetted and certified first.

Pay a certification fee + subscription
Investors

Back deals that were prepared first

Everyday and sophisticated investors browse scored listings, unlock details under NDA and get monthly broker reports.

Free to join
SME Brokers
How it works

Only businesses scoring 80+ reach the exchange.

re-score below 80 80+ and audited
1

Owner signs up

to sell or raise

2

Free check

16 quick questions

3

Score 80+?

audited by our team

4

Engage a broker

monthly retainer

5

Close the gaps

contracts, WHS, plan

6

Listed on SME-SX

investors enquire

7

Deal settles

sale or raise

SME Brokers
Where we are today

This isn't a mock-up. It's a working prototype.

Clickable, connected to a real database, and hosted in Sydney. It runs on sample data, with no real money and no real identity checks.

0
screens built across the public site, three dashboards and the admin console
0
dashboards: owners, brokers and investors, plus an admin console
0
realistic sample businesses, 10 live on the exchange
0
automated checks run before every change goes live
SME Brokers
Product tour · 1 of 6

The public website: the front door.

smebrokers.com.au
Home pageCountersHow it worksFind a broker
Click to enlarge
Mobile home page
SME Brokers
Product tour · 2 of 6

The free readiness check: our lead magnet.

smebrokers.com.au/assessment
AssessmentSMEs pageEmail outbox
Click to enlarge
SME Brokers
Product tour · 3 of 6

The owner's dashboard: a clear path to 80.

app.smebrokers.com.au
Click to enlarge
SME Brokers
Product tour · 4 of 6

The broker's toolkit: what brokers pay for.

app.smebrokers.com.au
Click to enlarge
SME Brokers
Product tour · 5 of 6

SME-SX: only prepared deals reach investors.

smebrokers.com.au/exchange
Click to enlarge
SME Brokers
Product tour · 6 of 6

The admin console: we stay in control.

admin.smebrokers.com.au
Click to enlarge
SME Brokers
Trust by design

Protection is built into the product, not added later.

Scores you can trust

Evidence for every answer, a verified or self-reported flag, and an admin audit before listing.

Investor limits enforced

The $10K-per-company retail cap and investor-type rules are applied automatically by the system.

Identity before investing

Light sign-up and NDA to browse; a full identity check before anyone can invest.

Money never touches the app

Investor funds go through a bank trust account, never through the card-payment system.

Licence switches

Regulated features stay off until the licence is confirmed. Settings, not code changes.

Australian data

Hosted in Sydney, with role-based access and an audit log of every action.

SME Brokers
Under the hood, in plain English

Built on proven, mainstream technology.

The same tools used by thousands of companies, so it's easy to hire for, easy to hand over, and cheap to run.

One modern web app

NEXT.JS + TYPESCRIPT

The website, all dashboards and the admin console live in one codebase.

A secure database

POSTGRES · SYDNEY

Stores every record. A safe copy for testing, separate from live data.

Cloud hosting

VERCEL · SYDNEY REGION

Scales automatically. Every change gets its own preview link first.

Easy to restyle

DESIGN SYSTEM

Neutral components, so the new logo and brand drop in without rework.

SME Brokers
Built to switch on, not rebuild

Every service has a stand-in until we connect it.

ServiceWhat it doesIn the prototype todayFor launch
Identity checksVerify investors and brokersSandbox checkAdd the provider key
AI assistantExplains gaps, drafts plansScripted repliesAdd the AI key
EmailGap reports, alertsShown in an outboxAdd the email key
Document storageThe data roomWorkingMove to file storage
PaymentsSubscriptions and retainersNot yet · by designMVP phase
Company and ABN checksConfirm a business is realPlannedMVP phase
Xero / MYOBPull real financials into the scorePlannedAfter MVP
SME Brokers
How we build

Every change is tested and previewed before it goes live.

  • 25 automated rule checks make sure the score maths and calculators are always right.
  • 11 robot user journeys click through the site like a real owner, broker, investor and admin.
  • A preview copy first. New work goes to a preview site; it reaches the main site only after sign-off.
  • One-click demo reset so every demo starts from clean sample data.
Release pipelineAll checks passed
Code change
Rule checks (25)
User journeys (11)
Production build
Preview site
Live site, after approval
SME Brokers
Roadmap

Start small, earn early, unlock each phase.

We are here
Phase 1

Prototype

  • Clickable demo
  • Sample data
  • All three dashboards
  • Readiness Score
Phase 2

MVP

  • Broker subscriptions live
  • Certification
  • Owner dashboard
  • Real ID and e-signature
Phase 3

SME-SX listings

  • Business sales
  • Capital raises
  • Investor ID checks
  • Trust account
Phase 4

Secondary sales

  • Investors can sell shares
  • Within ASIC caps
  • Share registry link
Phase 5

TICX & global

  • Property shares
  • Property data
  • New countries

Partners sign off
on the flows

Licence scope
confirmed

Market exemption
registered

Property scheme
structure set

Phases in order, not to scale. Dates follow the partners' answers to the open licensing questions.
SME Brokers
What's next

Three steps to an MVP launch.

Step 1

Finalise the content

Our final Readiness Score questions and weights, growth-plan formulas, certification course, subscription prices, and the new logo and brand.

Step 2

Confirm the licences

Map our AFSL scope and licensed business agent, so the right features can be switched on at launch.

Step 3

Switch on the services

Payments, real identity checks, e-signature, company checks and email. Then recruit brokers first, seeded from our 40–50K SME database.

Why brokers first: brokers pay a subscription and bring their clients. Their retainers are quoted at $1–2K a month per client, so one or two clients cover the subscription.

SME Brokers
See it for yourself

Prepared deals, not just listings.

Open the prototype, pick a demo account and walk any journey yourself: as an owner, a broker, an investor or our admin team.

Sarah · owner, score 68 James · raising $1.2M, live Daniel · certified broker Emma · retail investor Alex · platform admin

Thank you. Questions?

1 / 19

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