Business Brokerage 101

Whether you're looking to start your journey, enhance your existing skills, or simply gain a deeper understanding of the business brokerage industry, you've come to the right place. This course is designed to guide you through every step - from mastering the art of prospecting to the excitement of closing day!

What We’ll Cover

  • Introductions

    We’ll start the basics. What is business brokerage and how does it all work? You’ll compete a comprehensive business plan and hone in on your ideal client.

  • Prospecting

    As a new broker, you’ll spend A LOT of time trying to get listings. At the end of this section, you’ll be 100% ready to start your own prospecting campaign and start getting those listings.

  • Working with Sellers

    Once you begin prospecting, you’ll actually have to start talking to people! Here, you’ll get the lowdown on how to handle a potential client once your prospecting pays off!

  • Valuations

    The most terrifying thing for new brokers is how to value a business. Here you’ll develop the basic knowledge you need to start doing valuations and gain the confidence most new brokers lack.

  • Listing to Offer

    Omg - you have a listing! Now what? We’ll go over all you’ll need to know to get your listing to market and start working with buyers. Learn how your marketing materials make you look like a pro and sell more listings!

  • Offer to Closing

    Yes, now you’ve got an offer! Let’s talk deal flow and how to knock it out of the park as you head towards the closing table.

From newbie to nimble: Business Brokerage 101 is the course that will give you the confidence and skills to succeed.

What Brokers Are Saying…

  • You won’t find a better mentor in the brokerage industry. Patty pairs her years of experience with a strategic and comprehensive roadmap for success. She shares a ton of resources, tools, and deal-specific advice, and her creativity and marketing approach are unmatched in the brokerage community.

    Jared M. NYC

  • Patty provides loads of tools and resources necessary for furthering my career. Things like teaching how, and where to find listings, identifying who your perfect client is, and what a prospect letter should look like. This training has been, and continues to be, the best and most thorough training I've ever received!

    Sheryl V, Durham NC

  • The knowledge and background that Patty Dowdy has, cannot be duplicated. By just listening and following her direction, I have forged a lucrative path for myself and my family. She is someone on my speed-dial.

    Ben N. CLT NC

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Frequently asked questions

  • The short answer: it’s for new brokers. Especially those who aren’t finding the training or support they need to succeed.

  • Sure, you can ask a GPT any number of questions about business brokerage and get some damn good answers. However, this course is full of industry insights, prompts, exercises and a case study that have much more value than simply answering “what is SDE?”

  • Yes, absolutely! Depending on who you’re with, the level of training and support will vary. I don’t want to override anyone’s process, but expanding your knowledge base is always a good idea!

  • Um, that question is hilarious. I’ve been in and around the industry my whole life and have a passion for sharing my knowledge and perspective with others.

  • Yes, and I’d recommend it. Although this course is designed for brokers, you’ll get tons of actionable intel that’ll make your own transaction run smoothly.

  • Udemy is a really cool platform that allows industry experts to teach courses and for students like you to access a HUGE library of tech, business, and marketing courses. Why? I don’t have the energy to reinvent the wheel on the CATBiRD site.