The Business Broker's Secret Weapon

Call or email to receive your IBBA $150 Discount

We Save You Time and Make You Look Good!

Business Brokers, do you spend hours pouring over your businesses to write a creative and informative CBM/CIM? Or would you prefer to spend your time with buyers and sellers?

Broker Summaries specializes in writing eye-catching Confidential Business Memorandums for small – medium businesses, $500,000 to $35 million. Let us save you time and make you look good.

What we offer 

We write Confidential Business Memorandums (CBM)

Proven Track Record

Our satisfied clients testify to our professionalism and expertise.


We highlight key financial data, growth potential, competitive advantages, and other crucial information that buyer and investors look for when evaluating investment opportunities.

Confidentiality & Security

We prioritize the confidentiality and security of your information.

Professional Presentation

We ensure that the document is well-organized, visually engaging, and easy to navigate, enhancing the overall impact on potential buyer and investors.

Our Clients

Clients We have been working with

Let Us Be Your Industry Expert.

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90 +

Brokers Helped

Broker Summaries has the most extensive subscription to IBISWorld available.


Unfiltered Feedback – Authentic Insights, Genuine Praise!
I am a business broker with a CPA background. Broker Summaries is my virtual back office and honestly my secret weapon. Stephanie and company make me look VERY professional and much larger than I am. Thanks
Dan Daniel
Founder/Senior Business Analyst, RVA Business Brokers
Broker Summaries transformed my business sale. Their CBM not only showcased financials but told a compelling story. Efficient, professional, and a true secret weapon in the selling process!
Broker Summaries has continually delivered on challenging endeavors, deadlines, and exceptional work quality. The amazing team at Broker Summaries had completed our CIM loaded full of phenomenal information and presentation, which was integrated with a magnitude of vital statistics, graphs, and information for ease and comprehension, including vibrant images, graphics, and crystal-clear flow from one point to the next. Our senior leadership team was and continues to be impressed with the professionalism in communication, conduct and product quality. I recommend Broker Summaries to anyone other than my competition, requiring a quality CBM/CIM with a quality organization that stands behind their work.
Andreas Gfesser
President of Crossroads Business partners, LLC and affiliated Crossroads Hospitality.


Translation Example

Example of our translation project