Demonstration platform. SellMyBiz.com is a new independent business-sale platform, currently running as a demonstration site ahead of its US launch. We are speaking with business brokers, M&A advisers and regional partners across the United States. Listings, broker profiles and transaction workflows shown may include demonstration content.
SellMyBiz.com

For brokers · Example interface

Broker Admin — Example

An illustrative walkthrough of how a US SellMyBiz broker would run a territory: listings, seller clients, enquiries, buyers, NDAs, confidential information release, documents and acquisition intelligence in one administration dashboard.

← Back to the Broker PlatformApply for a State Licence

Mandate pipeline

The broker administration dashboard

app.sellmybiz.com / broker-workspace

SellMyBiz Broker Workspace — Lone Star Transaction Advisors (demo)

State Master Licence territory: Texas · Office: Dallas

18 mandates11 live listings

Active mandates

18

Live listings

11

NDAs this month

37

Registered buyers matched

126

Target lists in market

6

Deals at LOI+

3

Figures are illustrative demonstration data for a fictional licensee office — not SellMyBiz traction.

Seller pipeline

MandateSectorStateRevenueEarningsStageNext task
Project CardinalCommercial HVACTX$8.4MEBITDA $1.42MLiveReview 6 enquiries
Project SabineIndustrial electricalTX$5.1MEBITDA $780KPreparingIM v2 to seller
Project BluebonnetLandscaping servicesTX$3.2MSDE $640KNew sellerIntake call
Project AlamoFire & life safetyTX$11.2MEBITDA $2.05MNDA activityRelease financials
Project PecosMetal fabricationTX$14.6MEBITDA $2.6MBuyer discussionsManagement meeting
Project GuadalupeMedical practice groupTX$6.9MEBITDA $1.1MLOIExclusivity expiry 14d
Project NuecesDistributionTX$19.3MEBITDA $2.9MDiligenceQoE fieldwork
Project BrazosSpecialty coatingsTX$4.4MSDE $910KClosingFunds flow review

PREEMPTA intelligence — Project Cardinal

  • Northgate Mechanical GroupHouston, TXRelevance 94PE-backed platform / consolidatorOutreach: Broker contact made
  • Cardinal Building SystemsOklahoma City, OKRelevance 88Expansion signalOutreach: Broker contact made
  • Meridian Facility PartnersAtlanta, GARelevance 85PE-backed platform / consolidatorOutreach: Broker contact made
  • Lone Star Industrial ServicesFort Worth, TXRelevance 81Geographic adjacencyOutreach: On target list

Outreach shown here is conducted by the licensed US broker under their own engagement with the seller.

Tasks & follow-up priorities

  • HighProject Guadalupe — exclusivity expires in 14 days
  • HighProject Alamo — approve staged release of financial pack
  • MediumProject Cardinal — outreach status update to seller
  • MediumProject Sabine — chase seller sign-off on IM v2
  • LowQuarterly buyer database refresh

Buyer database & NDA status

  • 126 registered buyers matched to live mandates
  • 37 NDAs executed this month across the territory
  • 9 staged document releases awaiting seller approval
Open Seller FileOpen PREEMPTA IntelligenceOpen Document Vault

Illustrative broker workspace using a fictional licensee office, fictional mandates and fictional metrics. It does not represent current SellMyBiz licensees, users or transaction activity.

Illustrative broker workspace · sample data

What a broker does here

Everything a mandate needs, in one place

  • Manage listings

    Create, edit and publish anonymous listings; control which financial bands and identifying details appear publicly.

  • Manage seller clients

    One record per mandate: engagement terms, documents, marketing status and stage in the pipeline.

  • Review enquiries

    Every buyer enquiry lands in one inbox, with source, qualification notes and response status.

  • Track interested buyers

    See who has viewed, enquired, signed an NDA, requested documents or made an indicative offer.

  • Manage NDAs

    Issue, record and evidence confidentiality agreements against the specific listing and buyer.

  • Control confidential release

    Staged access levels decide which buyer sees which document, at which point in the process.

  • Upload and organise documents

    Categorised vault for financial, corporate, customer, employee, property, contract and tax material.

  • View listing performance

    Views, enquiry conversion, NDA rate and document-request activity per mandate.

  • Manage buyer communications

    Message history, Q&A log and follow-up tasks kept against the deal rather than in a personal inbox.

  • Access PREEMPTA signals

    Where applicable, ranked potential strategic acquirers and acquisition signals for the mandate.

  • Multiple mandates, one dashboard

    Pipeline view across every live mandate in the territory, filtered by stage.

Confidential information control

Document vault and staged release, per mandate

app.sellmybiz.com / document-vault

Secure Document Vault

Confidential Commercial HVAC Services Company · Ref SMB-4417

34 files8 categories3 access requests

Financial Information

Upload file
FileUploadedAccess level
Recast P&L 2023–2025.xlsx12 Aug 2026NDA buyer
2026 YTD management accounts.pdf04 Aug 2026Approved buyer
Add-back schedule.pdf28 Jul 2026Approved buyer

Staged access levels

Seller onlyNDA buyerApproved buyerAdvanced diligence

Access requests — seller decision required

  • Registered buyer B-2291requests Customers & Suppliers · Advanced diligence
  • Registered buyer B-3140requests Employees · Approved buyer
  • Halverson Capital Partners (demo)requests Tax · Advanced diligence

Illustrative interface with fictional files. Production use would require secure authentication, storage controls, access logging and legal review. No security certification or storage guarantee is claimed here.

Illustrative document vault · sample data

Acquisition intelligence

PREEMPTA™ signals inside the broker dashboard

Where applicable, the broker sees ranked potential strategic acquirers for a mandate. Any outreach is conducted by the licensed US broker under their own engagement with the seller.

app.sellmybiz.com / preempta — acquisition intelligence

PREEMPTA™ Acquisition Intelligence

Confidential Commercial HVAC Services Company · Dallas–Fort Worth, TX

8 of 42 recordsTarget list: 1
Filters:Sector adjacencyConsolidatorsGeography: TX + adjacentScale: $25M+ revenue

  • Northgate Mechanical Group

    Strategic relevance 94

    PE-backed commercial mechanical services platform · Houston, TX · ~$140M revenue

    PE-backed platform / consolidatorRecent M&A activityGeographic adjacency

    Illustrative record: platform has completed multiple bolt-on service acquisitions in adjacent Texas metros.

    Potential strategic acquirer

  • Cardinal Building Systems

    Strategic relevance 88

    Regional HVAC and controls contractor · Oklahoma City, OK · ~$65M revenue

    Expansion signalGeographic adjacency

    Illustrative record: publicised intent to enter the North Texas commercial service market.

    Potential strategic acquirer

  • Meridian Facility Partners

    Strategic relevance 85

    Multi-trade facilities services consolidator · Atlanta, GA · ~$310M revenue

    PE-backed platform / consolidatorAcquisition signal detected

    Illustrative record: sponsor-backed buy-and-build mandate covering mechanical service businesses.

    Potential strategic acquirer

  • Lone Star Industrial Services

    Strategic relevance 81

    Industrial maintenance contractor · Fort Worth, TX · ~$48M revenue

    Geographic adjacencyExpansion signal

    Illustrative record: overlapping customer base with limited in-house HVAC capability.

    Potential strategic acquirer

  • Halverson Capital Partners

    Strategic relevance 78Registered acquisition interest

    Lower-middle-market private investment firm · Chicago, IL · Fund III · $220M

    Registered acquisition interestAcquisition signal detected

    Registered demo buyer on this platform with a stated commercial services mandate at $1M–$3M EBITDA.

    Potential strategic acquirer

  • Beacon Trade Services Holdings

    Strategic relevance 74

    Skilled-trades roll-up · Phoenix, AZ · ~$95M revenue

    Recent M&A activityPE-backed platform / consolidator

    Illustrative record: three acquisitions recorded in the trailing 18 demo months.

    Potential strategic acquirer

  • Trinity Air & Controls

    Strategic relevance 69

    Family-owned mechanical contractor · Austin, TX · ~$27M revenue

    Geographic adjacencyExpansion signal

    Illustrative record: statewide service coverage ambition noted in demo dataset.

    Potential strategic acquirer

  • Willowbrook Strategic Holdings

    Strategic relevance 66

    Family office with industrial services interests · Kansas City, MO · Undisclosed

    Acquisition signal detected

    Illustrative record: recurring-revenue services thesis in the demo dataset.

    Potential strategic acquirer

My Target List (1)

Send target list to a US SellMyBiz broker

You control who is contacted and when. PREEMPTA provides business intelligence; it does not represent the seller or negotiate a transaction. Records shown are fictional demonstration data. Companies listed as potential strategic acquirers are not confirmed buyers unless explicitly marked as registered acquisition interest.

Illustrative interface · sample data
Broker PlatformSeller Back Office — ExampleBroker directory

Illustrative demonstration interface using fictional mandates, buyers, documents and metrics. It does not represent current SellMyBiz licensees, users or transaction activity.