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Business broker

A business broker markets businesses for sale and manages the process on the seller's behalf. The broker is usually paid by the seller, mostly when a deal completes.

Also called broker

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Definition

A business broker is an intermediary who sells businesses on behalf of their owners, typically helping to set the asking price, writing the listing and information memorandum, screening buyers, managing NDAs and relaying offers. Brokers are usually paid by the seller, largely through a success fee when the sale completes and sometimes an upfront fee too. In the UK you may also see the term business transfer agent, while larger deals tend to use M&A or corporate finance advisers. Licensing and conduct rules for brokers vary by country and, in the US, by state.

Asking price

The asking price is the price a seller or broker puts on a business when it is listed. It is an opening position, not a valuation, and what it includes varies from listing to listing.

Information memorandum

An information memorandum is a detailed sales document about a business, usually prepared by the seller's broker or adviser and shared after an NDA. It is written to present the business well, not to test it.

Worked example

Copperbeech Business Sales is a fictional UK broker. It lists The Gilded Teaspoon, a fictional café, at £350,000.

Before sending the information memorandum, the broker asks you to sign an NDA and complete a buyer profile with evidence of funds. After two meetings you offer £300,000. The broker takes it to the seller and comes back with a counter-offer of £330,000.

Why buyers care

The broker usually works for the seller and is paid when a deal completes. Treat their figures, valuations and descriptions as the seller's case, not independent verification.

That does not make brokers obstacles. A good broker keeps the process moving, helps set realistic expectations on both sides and steers the seller towards buyers who can complete. Be organised, answer promptly and do what you say you will do.

Check the key figures yourself before you spend money on advisers. Loupe's valuation tool gives an indicative range from the figures you enter, and the red flag screen shows which areas to question first.

  • Information memorandum

    An information memorandum is a detailed sales document about a business, usually prepared by the seller's broker or adviser and shared after an NDA. It is written to present the business well, not to test it.

  • Non-disclosure agreement (NDA)

    A non-disclosure agreement is a contract in which a potential buyer promises to keep information about a business confidential. Sellers usually ask for one before sharing the business's name or detailed figures.

  • Asking price

    The asking price is the price a seller or broker puts on a business when it is listed. It is an opening position, not a valuation, and what it includes varies from listing to listing.

  • Letter of intent

    A letter of intent sets out the main terms on which a buyer proposes to acquire a business, before due diligence and the full purchase agreement. In the UK the equivalent is usually heads of terms.

  • How to read a business-for-sale listing

    A listing is a sales document written to win enquiries. This guide shows how to read its numbers, its wording and its gaps, and how to turn them into questions before you sign an NDA.

    10 minutes to read
  • From first call to letter of intent

    The steps between spotting a listing and signing a letter of intent, what to learn at each one and what a sound letter of intent should cover.

    10 minutes to read
  • A vague reason for sale

    The seller cannot or will not say clearly why the business is for sale, or the story changes. The real reason often tells you what to check first.

    Severity: price it inSeller and process
  • Repeated relisting or a long time on the market

    The business has been for sale for many months, or withdrawn and listed again, sometimes with a new broker, description or price. Other buyers may already have looked and walked away.

    Severity: price it inSeller and process
  • Figures that change between the teaser and later documents

    Revenue, profit or add-backs in the teaser or listing do not match the information memorandum, the management accounts or the tax returns. Some changes have a simple explanation; others mean the first figures were never real.

    Severity: price it inSeller and process
  • See a low, likely and high value from the figures you have, and whether the asking price holds up.

  • Answer about 15 quick questions about a listing to see which areas need checking.

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