For business brokers and M&A advisors

The AI Sales Assistant Built for Business Brokers

Business brokerage is a high-stakes, relationship-intensive business. Sellers considering a business sale need to trust that you're discreet, credible, and capable. Buyers need to know you understand what they're looking for and have deal flow worth their time. Both sides require fast, professional responses and a qualification conversation that builds confidence without feeling like an interrogation.

Ozzie handles the initial outreach on both sides of the transaction. It responds to seller listing inquiries, explains your valuation and listing process, and books the confidential seller consultation. It responds to buyer inquiries, qualifies their criteria and capital, and books the acquisition search call. For both, Ozzie maintains touchpoints through long deal cycles so relationships don't go cold between conversations.

The sales challenges specific to Business Brokers

Seller inquiries requiring immediate, confidential handling

A business owner thinking about selling needs discretion and a fast response. Ozzie handles those conversations with the professionalism and confidentiality the situation demands.

Buyer leads that require financial qualification before your time is invested

Not every buyer can close a deal. Ozzie qualifies capital availability, investment range, and deal criteria before you invest time in the relationship.

Long deal cycles where relationships go cold

A buyer's search can take 12–18 months. Without consistent touchpoints, they forget about you. Ozzie maintains the relationship through the entire search process.

CPA and attorney referral sources going unactivated

CPAs and attorneys who work with business owners are your best referral source for seller engagements. Ozzie makes the touchpoint calls that keep those relationships productive.

How Ozzie is built for Business Brokers

Case study

Carol J. — Pinnacle Business Advisors, Minneapolis, MN

Challenge: Carol had 40+ active buyers in various stages of their acquisition search. Keeping all of them engaged while simultaneously working active seller listings was impossible. Buyer relationships were going cold and re-warming them was expensive in time.

Approach: Ozzie ran a monthly touchpoint program across all active buyers. It checked in on their search criteria, noted any new listings that might match, and kept Carol's name and firm present through the search cycle.

Result: Three buyers who had gone silent re-engaged within 30 days. One resulted in a closed transaction — a $1.2M engagement — that had been on the verge of being lost.

Questions from Business Brokers

Can Ozzie handle a seller inquiry discreetly without revealing the business is for sale?

Yes. Ozzie is briefed on confidentiality protocols and handles seller conversations with the discretion the situation requires. It doesn't mention specific business details until appropriate disclosures are in place.

What about buyer qualification — how does Ozzie handle asking about finances?

Ozzie asks about capital availability and investment range in a matter-of-fact, professional way — framing it as understanding their acquisition criteria, not gatekeeping. The tone is always respectful.

Can it maintain touchpoints with buyers across a 12–18 month search?

Yes. Set a cadence and Ozzie calls at those intervals — referencing their stated criteria, asking about their search progress, and noting if you have new listings that might match.

What about outreach to CPAs or attorneys for seller referrals?

Yes. Give Ozzie a list of CPA and attorney contacts and a relationship cadence. It makes professional touchpoint calls that keep your firm in their referral network.

Is it appropriate for highly confidential M&A conversations?

Ozzie handles intake and relationship calls — before NDAs and confidential information disclosures. All deal-specific and confidential conversations happen with you, after appropriate agreements are in place.

Qualify buyers faster, keep seller conversations confidential, never lose a relationship to slow follow-up

Ozzie handles buyer qualification, seller intake, and long-cycle relationship touchpoints — so your time goes to deal-making, not pipeline maintenance.

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