Advisors

Turn small business clients into profitable relationships.

Grow your firm, guide more clients, and scale with AI.

Join as an Advisor
Valuation Growth Planner

AI-powered gap analysis for your client's target exit price

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AI agents that do the work with you

AI agents handle valuations, diligence prep, and client follow-ups so you can advise more clients in less time.

Be their guide long before they sell

Help owners build value years ahead of a sale so the business is worth the most when they are finally ready.

Serve more small businesses, profitably

Take on small business clients without the time drain. Each one becomes a real revenue stream instead of a favor.

Get matched with clients who need you

Owners and buyers need real help. SMB sends you the clients that match your services, ready to engage.

The advisor opportunity

Small business clients are hard to serve profitably.

Messy books. Unrealistic expectations. Years of work before a transaction. SMB gives you the system to advise more owners and buyers, profitably, from day one.

Onboard new clients in one click
Onboard new clients in one click

Share your unique link and owners get a personalized onboarding experience to receive a valuation, exit plan, and more from your firm in seconds.

Run instant valuations
Run instant valuations

Get defensible low/average/high ranges built on real data, market insights, and comparable deals so you can set expectations and shape strategy.

Track every client in one pipeline
Track every client in one pipeline

See every owner, deal, and next step in a single dashboard so nothing slips and every client gets the attention they need.

Build a real exit plan
Build a real exit plan

Compare current value to the owner's number and surface the exact gaps in growth, owner dependency, and financials so they know what to fix first.

Create listings and deal rooms
Create listings and deal rooms

Build a full business profile, upload financials, FAQs, and materials, and choose public or private. Buyers get everything they need in one place.

Manage inbound buyer interest
Manage inbound buyer interest

Qualify leads, send NDAs, schedule meetings, and move deals forward without juggling tools.

Support your buy-side clients
Support your buy-side clients

Build an Ideal Business Profile, turn on auto-match, and we source on- and off-market deals plus run outreach campaigns for you.

AI that advises alongside you
AI that advises alongside you

Ask anything about a valuation, strategy, or a specific client. Build CIMs, comp reports, profiles, FAQs, and more so you can prep faster.

Build your advisor presence
Build your advisor presence

Complete your firm profile and showcase your services and listings. We match you with clients actively looking for your services.

Who SMB serves

Built for the full advisor ecosystem.

From the first client conversation to closing day, SMB powers every kind of advisor who works with small business owners. If you guide owners on value, the deal, the money, the law, or the brand, this platform is built for you.

M&A advisors

Run your pipeline, build CIMs in minutes, and quarterback deals from intro to close.

Business brokers

List businesses, manage buyer interest, and move deals forward in one workspace.

CPAs and tax strategists

Bring clean financials, normalized add-backs, and a defensible recast to every engagement.

Wealth managers

Tie the business sale to the owner’s after-tax life plan and capture the proceeds when the deal closes.

Financial planners

Help owners align retirement timing, income needs, and exit goals with a real plan.

Business attorneys

Get contracts, IP, employment, and entity work in front of buyers before they ask.

Estate and trust attorneys

Coordinate trusts, gifting, and succession alongside the rest of the exit team.

Valuation experts

Deliver defensible value ranges and a roadmap to close the gap to the owner’s number.

Exit planning consultants

Run multi-year exit programs with a shared plan, timeline, and AI-generated deliverables.

Fractional CFOs

Build projections, tighten working capital, and own the financial story buyers will pressure-test.

Marketing consultants

Build the brand, customer story, and acquisition engine a buyer will pay a premium for.

Operations consultants

Reduce owner dependency with the SOPs, org charts, and processes a buyer wants to see.

Whatever your specialty, you can deliver more for owners and grow your firm faster on SMB.

Join as an advisor
“SMB’s AI tools gave me a competitive edge overnight. Faster valuations, better buyers, and a smoother process from intro to close.”
Advisor
on SMB.co
Related Features

From intro to deal closed.

Explore the tools that make every step of buying or selling a business faster, simpler, and more transparent.

Buyer Matching

Start matching with qualified buyers today.

Deal Room

Manage NDAs, offers, and documents securely.

FAQ

Quick answers for advisors

What is SMB Advisor?

A platform designed to help small business advisors deliver valuations, attract clients, streamline outreach, and manage deals more efficiently.

Does SMB replace small business advisors?

Not at all — SMB exists to support advisors, not compete. You remain the advisor of record. SMB handles background busywork.

Is SMB useful before a client is ready to sell?

Absolutely. Many advisors use SMB for valuations, exit planning, and tracking early offers, often years in advance.

What does SMB Advisor cost?

You can find all pricing on our Pricing page.

Is this only for brokers?

No. SMB Advisor is built for brokers, CPAs, attorneys, wealth managers, exit planners, fractional CFOs, and anyone who advises small business owners.

I already get plenty of buyer inquiries — why would I use SMB?

Even experienced advisors deal with volume, not quality. SMB filters buyers by industry, geography, capital, and experience so you only engage with people who actually fit your listing. You’re not replacing your pipeline — you’re removing the noise from it.

How does SMB help if my challenge isn’t finding buyers, but finding the right buyers?

We qualify buyers upfront based on real criteria (experience, funding, deal size, intent). This means fewer mismatches (like PE firms on small deals or first-timers with no capital) and more conversations with buyers who align with your listing from day one.

How does SMB prevent unqualified or unrealistic buyers from clogging my inbox?

Every buyer on SMB has a defined acquisition profile, capital expectations, industry focus, and deal size. We surface only those who match your listing — and screen out those who don’t.

How can SMB help us get more sellers?

SMB gives advisors a powerful top-of-funnel tool: free valuations. Owners use SMB valuations to understand their worth long before they’re ready to sell — and when they are ready, they turn to the advisor who guided them. Brokers use SMB as a “valuation engine” to win new clients, stay top-of-mind with owners, and build a warm pipeline of future listings.

How accurate is the Bestimate, and how do you calculate it?

The Bestimate combines: Public & Private data sources Industry-specific multiples Comparable sale data Local/regional factors Buyer demand signals from our 19k+ buyers It creates a data-backed valuation range, not a guess. Advisors use the Bestimate to start pricing conversations — and then refine if needed based on deeper financials. It brings owners into reality early, making your job easier.

I can list my businesses for free on other marketplaces. Why should I pay for SMB?

Free listing sites only display your deal — SMB markets it. You get automated outreach to 19k+ qualified buyers, intent-based matching, private introductions, real-time engagement analytics, and a full Deal Room to manage NDAs, LOIs, and diligence. SMB also provides powerful valuation tools — including 1,000+ data simulations, CIM-ready summaries, and AI-assisted prep — helping you win more sellers and support them throughout the process. It’s a hands-free system that does the work traditional marketplaces don’t.

Help more owners build more valuable businesses.

Better businesses build better communities. Stronger outcomes for owners. Better deals for everyone.

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