Interactive Tools

Broker Assessment

Tailoring Your Business Sale Strategy with Intelligent Diagnostics

The Broker Assessment is a practical tool to help diagnose whether a broker is necessary for the sale of your business. If not, the tool will recommend the assistance of an M&A finder, using an online platform, or even the do-it-yourself approach.

As you likely suspect, this tool is designed to get the ball rolling, but by no means ironclad. As a result, if you are interested in taking the next step, please send me an email at brendan@e115advisory.com, or call me at +1 781 910 7781. We can discuss the results, and decide on the best course of action.

How to Use the Broker Assessment

Step-by-Step Guide:

  1. Company Attributes:
    • Select drop-down ranges for company revenue, financial health, market share, and company reputation.
  2. Professional Advisors:
    • If applicable, check the box(es) next to the relevant advisor(s) with whom you work.
      • Options include financial advisor, lawyer, and accountant.
      • For each advisor, indicate your confidence in receiving clear and reliable advice.
  3. Seller Attributes:
    • Thoughtfully evaluate yourself in various areas, including (but not limited to) financial literacy, comfort paying transaction fees, timeline constraints, negotiation skills, and risk appetite.

Please be advised that completing this assessment will take several minutes (at a minimum).

Programmatic Details (if interested)1

Fuzzy logic is a form of many-valued logic, where the truth value of variables can range between 0 and 1, unlike traditional Boolean logic, which is strictly true or false (0 or 1). It is designed to handle the concept of partial truth, making it particularly useful in situations where information is imprecise or uncertain, allowing for more flexible and human-like reasoning.

In the context of the Broker Assessment tool, fuzzy logic evaluates various factors to determine the most suitable advisor type, assessing different inputs with varying degrees of truth or relevance. By using fuzzy logic, the tool can manage the nuances and uncertainties inherent in these assessments, providing a more tailored and accurate recommendation for the advisor type that best aligns with your situation.

1 This Broker Assessment tool is proprietary. Please respect intellectual property rights.

Please select the professional advisor(s) with whom you are working:

Please answer the following questions: