Business Broker Growth Show

Business Broker Growth

The Business Broker Growth Podcast is where brokers, advisors, and deal professionals learn how to build visibility, credibility, and predictable deal flow in a competitive market — through expert interviews, playbooks, and real-world stories Our mission is to provide ways for good intermediaries to elevate their business by providing marketing strategies and tactics, setting them apart from the used car type brokers in the industry.

  1. 3d ago

    Bonus Episode, with Trent Lee

    Is your resistance to technology quietly limiting your success as a business broker? How could better systems, automation, and AI improve both your client outcomes and your quality of life? Working harder does not always lead to better results. Brokers who use technology intentionally can create more opportunities with less chaos while preserving the human connection that remains essential to every successful transaction. In this episode, Jason Cutter is joined by Trent Lee, a business broker with more than 650 transactions completed. Trent continues his discussion of “The 10 Commandments of Bad Business Brokers,” explains why brokers must become AI-enabled to remain competitive, and shares how automating communication and processes can support a more sustainable practice. He also explores the balance between ambition, contentment, growth, and personal fulfillment. Listen to the full episode, share it with a broker who needs smarter systems, and subscribe to the Business Broker Growth Show for more practical insights. Connect with Business Broker Growth: Website - https://businessbrokergrowth.com/ LinkedIn - https://www.linkedin.com/company/businessbrokergrowth YouTube - https://www.youtube.com/@Businessbrokergrowth Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC Get your copy of Trusted Advisor Shift (eBook) - https://businessbrokergrowth.com/contact/ Build your online presence as a business broker. Get Jason’s free Online Presence Course and learn how to create more visibility, authority, referrals, and inbound opportunities. Access it here: https://businessbrokergrowth.thinkific.com/products/courses/online-presence-course

    Bonus Episode, with Trent Lee
  2. 5d ago

    Business Broker Mistakes Every Seller Should Know, with Trent Lee

    What if the biggest threats to your next deal aren’t market shifts or competition, but the mistakes made when valuing, pricing, and managing the transaction? Are your habits setting buyers and sellers up for success, or putting good opportunities at risk? Successful business brokerage requires more than finding buyers and making promises. Trusted advisors manage expectations, document financials carefully, and keep buyers and sellers aligned throughout the process. In this episode, Jason Cutter is joined by Trent Lee, the nation’s #1 Business Broker by Transaction Volume, to discuss “The 10 Commandments of Bad Business Brokers.” Trent shares real-world lessons about misapplied multiples, questionable add-backs, poor communication, and common due-diligence mistakes. He also explains the practical standards that separate professional advisors from average brokers. Listen to the full episode, share it with a broker who wants to raise the bar, and subscribe to the Business Broker Growth Show for more practical insights on building a stronger brokerage. Connect with Business Broker Growth: Website - https://businessbrokergrowth.com/ LinkedIn - https://www.linkedin.com/company/businessbrokergrowth YouTube - https://www.youtube.com/@Businessbrokergrowth Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC Get your copy of Trusted Advisor Shift (eBook) - https://businessbrokergrowth.com/contact/ Build your online presence as a business broker. Get Jason’s free Online Presence Course and learn how to create more visibility, authority, referrals, and inbound opportunities. Access it here: https://businessbrokergrowth.thinkific.com/products/courses/online-presence-course

    Business Broker Mistakes Every Seller Should Know, with Trent Lee
  3. Aug 27

    Bonus Episode, with Ayelet Shipley

    What happens when you ignore the little red flags in a deal—or bypass the systems designed to protect your team? Are you prioritizing short-term wins over lasting alignment and trust within your organization? This conversation focused on the underestimated cost of cutting corners and the true impact of skipping process: it’s not just about losing money, but eroding team trust, focus, and opportunity. One concept discussed was the “deal that should have gotten away,” revealing that alignment and adherence to process protect far more than just the bottom line—they safeguard your organization’s ability to execute, grow, and attract the right opportunities. This episode features a candid after-show discussion with Ayelet Shipley, touching on everything from lessons in mismanaged M&A deals to strategies for future-proofing your business as AI and industry expertise shape the next era of brokering. The discussion explored the creation of “The Inorganic Podcast,” the role of deep sector expertise, and the shifting expectations of clients in a rapidly automating marketplace. Several points were raised, including the critical importance of vertical focus, the coming pricing model shifts, and the necessity for brokers to leverage technology and stay on the leading edge, or risk getting left behind. Subscribe for more insights that challenge you to stop hoping for deals and start building your pipeline with intention and expertise. Connect with Business Broker Growth: Website - https://businessbrokergrowth.com/ LinkedIn - https://www.linkedin.com/company/businessbrokergrowth YouTube - https://www.youtube.com/@Businessbrokergrowth Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC Get your copy of Trusted Advisor Shift (eBook) - https://businessbrokergrowth.com/contact/ Build your online presence as a business broker. Get Jason’s free Online Presence Course and learn how to create more visibility, authority, referrals, and inbound opportunities. Access it here: https://businessbrokergrowth.thinkific.com/products/courses/online-presence-course

    Bonus Episode, with Ayelet Shipley
  4. Aug 25

    Why Mindset Beats Math in M&A with Ayelet Shipley

    What if your deepest expertise isn’t in numbers, but in understanding people, and that’s the key to closing more deals? Are you preparing business owners for the real journey of letting go, or leaving them to face post-sale regrets alone? Transformational growth in M&A isn’t just about technical know-how; it’s about mastering conversations, uncovering the story behind every position, and helping clients navigate the emotional and psychological shifts that come with selling their life’s work. Shifting your focus from solely transaction mechanics to the real, often messy, human factors is how trusted advisors consistently engineer successful outcomes, and avoid the most costly mistakes. In this episode, Ayelet Shipley, Head of Corporate Development at Liquidity Studio and co-host of the In/Organic Podcast, shares her journey from aspiring therapist to M&A leader, revealing how emotional intelligence and behavioral insight are pivotal in deal success. She unpacks actionable strategies, like the power of “tell me more,” building the right deal teams, managing valuation expectations, and leveraging authentic content and industry specialization to stand out in a crowded marketplace. If you care about real alignment, authentic marketing, and long-term client satisfaction, this conversation is a must-listen. Share this episode with another broker or advisor ready to shift from just closing transactions to building relationships, and start growing a pipeline you can count on. Connect with Business Broker Growth: Website - https://businessbrokergrowth.com/ LinkedIn - https://www.linkedin.com/company/businessbrokergrowth YouTube - https://www.youtube.com/@Businessbrokergrowth Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC Get your copy of Trusted Advisor Shift (eBook) - https://businessbrokergrowth.com/contact/ Build your online presence as a business broker. Get Jason’s free Online Presence Course and learn how to create more visibility, authority, referrals, and inbound opportunities. Access it here: https://businessbrokergrowth.thinkific.com/products/courses/online-presence-course

    Why Mindset Beats Math in M&A with Ayelet Shipley
  5. Aug 20

    Bonus Episode, with Richard Mowrey

    What if the greatest risk in a business is actually its most valuable strategic asset? And how can brokers recognize the hidden value that business owners, and even experienced advisors, may overlook? Traditional valuations can provide a useful starting point, but they do not always capture what a strategic buyer sees. Customer relationships, proprietary processes, talent, and operational advantages can dramatically change what a buyer is willing to pay. The broker’s role is to ask better questions, understand the buyer’s motivations, and uncover what truly makes the business valuable. In this After Show episode of the Business Broker Growth Show, Jason Cutter continues his conversation with Richard Mowrey, President of Management Services & Development, Ltd. Richard shares the story of a business that sold for nearly four times his original valuation, explains how AI will affect valuations and buyer research, and discusses why interpersonal skills, negotiation, and creative problem-solving will become even more important. They also explore educational events, succession planning, confidentiality, and the broker’s responsibility to consider everyone affected by a transaction. Listen to the full episode to discover how stronger judgment, better questions, and a deeper understanding of strategic value can help you become a more effective advisor. Then share it with another broker who could benefit from Richard’s experience. Connect with Business Broker Growth: Website - https://businessbrokergrowth.com/ LinkedIn - https://www.linkedin.com/company/businessbrokergrowth YouTube - https://www.youtube.com/@Businessbrokergrowth Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC Get your copy of Trusted Advisor Shift (eBook) - https://businessbrokergrowth.com/contact/ Build your online presence as a business broker. Get Jason’s free Online Presence Course and learn how to create more visibility, authority, referrals, and inbound opportunities. Access it here: https://businessbrokergrowth.thinkific.com/products/courses/online-presence-course

    Bonus Episode, with Richard Mowrey
  6. Aug 18

    Value, Succession, and Strategic Growth Insights with Richard Mowrey

    What if the hardest part of selling a business isn’t the valuation or negotiation, but preparing the owner for what comes next? Are you focusing on more than just the numbers, or are you missing out on the underlying factors that actually close, or blow up a deal? The conversation focused on the critical but often-overlooked human element of business transitions, challenging brokers to dig beyond surface-level objections and price negotiations. A key theme that emerged was the need for intentional discovery, understanding not just what owners want, but why they want it, and helping them shape their post-exit plan early in the process. This episode features Richard Mowrey, Business Valuation Expert and President of Management Services and Development Limited. The discussion explored Richard’s journey from selling his own manufacturing businesses to helping other owners with valuations and succession planning. Several points were raised, including the real value of early, rigorous preparation (for both business and owner), how to avoid transactional gridlock caused by hidden emotions, and strategies for becoming the advisor clients actually need, such as leveraging referrals, practicing diligent client selection, and reframing business value as more than a top-line number. Real-world anecdotes, from retirement struggles to deals lost (and found) through creative structuring, served as powerful lessons for brokers determined to move from mere deal-chasing to true pipeline growth. Share this episode with a fellow broker ready to go beyond the basics, deepen their client relationships, and become the kind of trusted advisor who gets deals done, smoothly and profitably. Connect with Business Broker Growth: Website - https://businessbrokergrowth.com/ LinkedIn - https://www.linkedin.com/company/businessbrokergrowth YouTube - https://www.youtube.com/@Businessbrokergrowth Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC Get your copy of Trusted Advisor Shift (eBook) - https://businessbrokergrowth.com/contact/ Build your online presence as a business broker. Get Jason’s free Online Presence Course and learn how to create more visibility, authority, referrals, and inbound opportunities. Access it here: https://businessbrokergrowth.thinkific.com/products/courses/online-presence-course

    Value, Succession, and Strategic Growth Insights with Richard Mowrey
  7. Aug 13

    Bonus Episode, with Damien Weinstein

    What happens when both sides want the same deal, but the wrong attorney gets in the way? And how can business brokers use stronger partnerships, better leadership, and AI to keep transactions moving forward? A successful deal requires more than willing buyers and sellers. It also depends on experienced advisors who understand what truly needs to be negotiated, communicate clearly, and know when to bring in the right specialists. As deal activity increases, brokers who build strong professional networks, manage expectations, and use technology thoughtfully will be better prepared to serve their clients. In this after-show episode, Jason talks with the Co-Founder and Managing Partner of Weinstein & Klein P.C., Damien Weinstein about a deal that collapsed after weeks of unnecessary legal negotiations. Damian also discusses what brokers will need to succeed over the next five years, the value of building a trusted roster of professional partners, his transition from practicing attorney to managing partner, reducing owner dependency, hiring people who are better than you, and using AI-generated roadmaps to improve communication throughout a transaction. Listen to the full episode to learn how the right people, processes, and technology can create a better transaction experience and help more deals reach the closing table. Connect with Business Broker Growth: Website - https://businessbrokergrowth.com/ LinkedIn - https://www.linkedin.com/company/businessbrokergrowth YouTube - https://www.youtube.com/@Businessbrokergrowth Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC Get your copy of Trusted Advisor Shift (eBook) - https://businessbrokergrowth.com/contact/ Build your online presence as a business broker. Get Jason’s free Online Presence Course and learn how to create more visibility, authority, referrals, and inbound opportunities. Access it here: https://businessbrokergrowth.thinkific.com/products/courses/online-presence-course

    Bonus Episode, with Damien Weinstein
  8. Aug 11

    Why the Right Attorney Matters for Brokers, with Damien Weinstein

    Are you unintentionally letting the wrong advisors hold your deals hostage? What would happen if, instead of playing it safe, you sought out collaborators who truly accelerate transactions rather than slow them down? Too many brokers accept business-as-usual, hoping any attorney will do, or fearing that giving away free wisdom reduces their own value. But what if the key to faster, more profitable deals is a human-first approach: aligning with proactive partners, spotting issues early, and embracing a yes-and mindset? The right team, and a focus on real value, can be the difference between deals that drag and deals that close. In this episode, Jason sits down with Damien Weinstein, Co-Founder and Managing Partner at Weinstein & Klein P.C., to dive deep into the real-world difference a dedicated transactional attorney makes. The conversation focused on what truly separates a “deal-maker” from a “deal-killer”, from the art of issue spotting, to the benefit of educating clients and collaborators, to the business growth power of generosity and empathy. You’ll hear practical stories (including how the wrong attorney can cost you the deal), plus Damien’s playbook for building enduring client trust and pipeline momentum. If you’ve wondered how to move past the bare minimum, this is for you. Subscribe for more authentic conversations that give you actionable strategies to become a true trusted advisor, and to build a pipeline that never runs dry. Connect with Business Broker Growth: Website - https://businessbrokergrowth.com/ LinkedIn - https://www.linkedin.com/company/businessbrokergrowth YouTube - https://www.youtube.com/@Businessbrokergrowth Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC Get your copy of Trusted Advisor Shift (eBook) - https://businessbrokergrowth.com/contact/ Build your online presence as a business broker. Get Jason’s free Online Presence Course and learn how to create more visibility, authority, referrals, and inbound opportunities. Access it here: https://businessbrokergrowth.thinkific.com/products/courses/online-presence-course

    Why the Right Attorney Matters for Brokers, with Damien Weinstein
5
out of 5
3 Ratings

About

The Business Broker Growth Podcast is where brokers, advisors, and deal professionals learn how to build visibility, credibility, and predictable deal flow in a competitive market — through expert interviews, playbooks, and real-world stories Our mission is to provide ways for good intermediaries to elevate their business by providing marketing strategies and tactics, setting them apart from the used car type brokers in the industry.

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