The 35-Day
Business Broker Protocol
The exact mechanics used to value, list, market and close SME & lower-middle-market deals — 35 lessons across 7 phases, one per day. No filler, no theory — foundations, valuation, financing, marketing, due diligence, negotiation and closing.
35Days
7Phases
~12hTotal reading
0Days done
Phase 1 Foundations, Legal Framework & Financial Literacy Days 1–5
Day 1 The Business Transfer Ecosystem: $14 Trillion Opportunity 17 min Open → Day 2 Listing Agreement Mastery, Fiduciary Duty, and the Pre-Listing Audit 18 min Open → Day 3 Legal and Regulatory Compliance: The Lines You Cannot Cross 18 min Open → Day 4 The Confidential Business Review: The Document That Wins or Loses the Deal 18 min Open → Day 5 Financial Statement Analysis: Reading the Documents That Tell the Truth 23 min Open →
Phase 2 Valuation Principles, Methods & Defense Days 6–12
Day 6 The Listing Presentation: Winning the Mandate Against the Competition 26 min Open → Day 7 Core Valuation Principles and Standards of Value 21 min Open → Day 8 Seller's Discretionary Earnings: The Calculation That Makes or Breaks the Deal 21 min Open → Day 9 Market Multiples: The Real Numbers From the Real Market 18 min Open → Day 10 The Income Approach: DCF and Capitalization of Earnings 19 min Open → Day 11 Normalizing Financials: The Art and Science of the Add-Back Defense 18 min Open → Day 12 Technology, IP, SaaS, AI and Digital Business Valuation 25 min Open →
Phase 3 Deal Financing, Valuation Application & Marketing Days 13–16
Phase 4 Buyer Management, Due Diligence & Negotiation Days 17–20
Day 17 Buyer Qualification: The Science of Separating Prospects from Time Wasters 21 min Open → Day 18 Due Diligence Management: Protecting the Deal Through the Most Dangerous Phase 20 min Open → Day 19 The Letter of Intent: The Most Important Negotiation in the Deal 20 min Open → Day 20 Advanced Negotiation: Getting to Closed 19 min Open →
Phase 5 Advanced Transactions, Structures & Special Situations Days 21–24
Phase 6 LMM M&A, Exit Planning & Wealth Management Days 25–30
Day 25 Introduction to LMM M&A Advisory 20 min Open → Day 26 Advanced LMM Structures: LBO Analysis, RWI, and PE Dynamics 25 min Open → Day 27 Family Business Dynamics and Succession 21 min Open → Day 28 The CEPA Framework: The Value Acceleration Methodology 19 min Open → Day 29 Collaborating with CPAs, Wealth Managers, and Attorneys 20 min Open → Day 30 Post-Sale Wealth Planning: Completing the Client's Journey 22 min Open →
Phase 7 Practice Management, Marketing, Prospecting, Ethics & Launch Days 31–35
Day 31 Practice Management, Operations, and the Financial Survival Plan 19 min Open → Day 32 Marketing, Niche Specialization, and Building Deal Flow 17 min Open → Day 33 Advanced Prospecting and Lead Generation 20 min Open → Day 34 Ethics, Resilience, Professional Standards, and Ongoing Education 15 min Open → Day 35 Final Capstone and 90-Day Launch Plan 16 min Open →