Start a business brokerage

Business Broker Business Plan: Build Your First 90 Days

Free working plan

Short version: a useful business broker business plan is not a long document for a bank. It is a sequence: choose one market, verify the compliance path, practise one deal workflow, build one owner list, and make the first conversations fit the time you actually have.

Use the product before registering. Configure the starting point below. The real Solo Broker OS dashboard opens with your choices and builds the result without asking for an email.
Free dashboard job

Configure your starting Broker Project

Four choices are enough to produce the first useful decision. You can change every field in the dashboard.

No email required for the result. Guest work stays in this browser for 30 days.

Your First 90 Days

Days 1–30

Build competence

Verify the licensing question for your deal type, choose a market and niche, practise one valuation, and produce the basic seller-document workflow. The outcome is readiness for a credible first conversation—not a guaranteed listing.

Days 31–60

Test one offer

Build a small named owner list, use one positioning statement, and run consistent direct conversations. Record objections and tighten the offer before adding channels or buying more software.

Days 61–90

Build a mandate pipeline

Qualify owners, document valuation expectations, and move the best opportunity through engagement, confidentiality, marketing preparation and buyer targeting.

What the Business Plan Must Contain

1. One market and one initial niche

“Small businesses” is not a market position. Choose a geography you can serve and an owner group whose economics and language you understand. Use the Market × Niche Intelligence to compare options from observed business counts rather than intuition.

2. A compliance starting point

The plan must say which jurisdiction, transaction type and property role you intend to handle. It must also say what still needs verification. Start with the single canonical business broker licensing checklist; separate state pages would fragment the same decision.

3. A clear seller outcome

Define the work you will perform: valuation preparation, confidential marketing, buyer qualification, negotiation and due-diligence coordination. Do not describe yourself only as “a broker.” Describe the owner problem your process resolves.

4. A weekly acquisition routine

Translate available time into a repeatable owner-list, outreach and follow-up block. The lead-generation owner covers the funnel; this page owns the plan that schedules it.

5. Deal economics and runway

Commissions arrive only when a deal closes, and many first conversations never become mandates. Model the fee and direct costs with the commission calculator, then keep enough financial runway to avoid treating a modeled result as income.

What This Plan Cannot Promise

No plan guarantees a signed listing or commission. Market demand, your experience, licensing, owner trust and deal execution still determine the outcome. The dashboard separates observed market facts from model assumptions and gives one next action instead of an income forecast.

The existing 30-day business broker plan owns the training sequence. This page does a different job: it converts your own market, background and weekly capacity into the starting configuration for that sequence.

FAQ: Business Broker Business Plans

Define one market and niche, the licensing questions to verify, the seller problem you will solve, a weekly prospecting routine, the deal workflow, commission economics, and a 90-day milestone sequence.
Yes. Choose your market, background, jurisdiction and weekly capacity above. The free dashboard builds the first result without requiring an email. Registration is offered only if you want to save the project across devices.
No. It identifies a compliance starting point, but licensing depends on jurisdiction, transaction structure and real-property involvement. Verify the result with the relevant regulator or qualified counsel.
About the author
Den Unglin, founder of Solo Broker OS
Den UnglinFounder, Solo Broker OS

I’ve spent 18+ years building, running and exiting small businesses. This plan is designed to produce a next action, not a false income promise.