B2B Brokerage AI
B2B Brokerage AI
MAR 18, 2026
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EXIT CONCIERGE
EXIT CONCIERGE
VOICE
INTAKE
CONCIERGE
An AI operations layer purpose-built for business brokers and M&A advisors. Exit Concierge automates the entire workflow around buying and selling businesses — from prospect qualification to deal documentation — so advisors spend their time on relationships, not administration.
An AI operations layer purpose-built for business brokers and M&A advisors. Exit Concierge automates the entire workflow around buying and selling businesses — from prospect qualification to deal documentation — so advisors spend their time on relationships, not administration.
Industry/
Industry/
Industry/
B2B Brokerage AI / M&A Operations
B2B Brokerage AI / M&A Operations
B2B Brokerage AI / M&A Operations
Timeline/
Timeline/
Timeline/
14 Days to First Automated Pipeline
14 Days to First Automated Pipeline
14 Days to First Automated Pipeline
AI. AUTOMATION. DEPLOYEMENT. SCALABILITY.
01
Challenge
01
Challenge
BROKERS HELPING PEOPLE BUY AND SELL BUSINESSES WERE SPENDING MOST OF THEIR TIME ON WORK THAT REQUIRED NO BROKERAGE EXPERTISE.
BROKERS HELPING PEOPLE BUY AND SELL BUSINESSES WERE SPENDING MOST OF THEIR TIME ON WORK THAT REQUIRED NO BROKERAGE EXPERTISE.
BROKERS HELPING PEOPLE BUY AND SELL BUSINESSES WERE SPENDING MOST OF THEIR TIME ON WORK THAT REQUIRED NO BROKERAGE EXPERTISE.
An experienced business brokerage operator was managing the buying and selling process across dozens of active deals simultaneously. Every deal required prospect qualification, document collection, valuation preparation, buyer matching, and ongoing communication management. None of that required the operator's expertise. All of it was consuming the time that should have been spent on the conversations that actually close transactions.
An experienced business brokerage operator was managing the buying and selling process across dozens of active deals simultaneously. Every deal required prospect qualification, document collection, valuation preparation, buyer matching, and ongoing communication management. None of that required the operator's expertise. All of it was consuming the time that should have been spent on the conversations that actually close transactions.
AI. AUTOMATION. DEPLOYEMENT. SCALABILITY.
AI. AUTOMATION. DEPLOYEMENT. SCALABILITY.
AI. AUTOMATION. DEPLOYEMENT. SCALABILITY.
02
Approach
02
Approach
WE AUTOMATED THE ENTIRE OPERATIONAL LAYER AROUND THE DEAL SO THE ADVISOR COULD FOCUS ON THE DEAL ITSELF
WE AUTOMATED THE ENTIRE OPERATIONAL LAYER AROUND THE DEAL SO THE ADVISOR COULD FOCUS ON THE DEAL ITSELF
Exit Concierge was built to own every workflow that sits around the transaction. Prospect intake and qualification, buyer-seller matching, document request and chasing, deal status tracking, and communication sequencing all run through the AI layer automatically. The broker is present for the strategic conversations. The system handles everything else.
Exit Concierge was built to own every workflow that sits around the transaction. Prospect intake and qualification, buyer-seller matching, document request and chasing, deal status tracking, and communication sequencing all run through the AI layer automatically. The broker is present for the strategic conversations. The system handles everything else.
AI. AUTOMATION. DEPLOYEMENT. SCALABILITY.
AI. AUTOMATION. DEPLOYEMENT. SCALABILITY.
AI. AUTOMATION. DEPLOYEMENT. SCALABILITY.
03
Result
03
Result
$200K ARR. 35% QUARTER ON QUARTER GROWTH. DEAL CAPACITY PER ADVISOR DOUBLED WITHIN THE FIRST QUARTER.
$200K ARR. 35% QUARTER ON QUARTER GROWTH. DEAL CAPACITY PER ADVISOR DOUBLED WITHIN THE FIRST QUARTER.
Exit Concierge reached $200K in annual recurring revenue with strong growth as the operator expanded the platform across additional deal types and advisor teams. The number of active deals each advisor could manage simultaneously increased significantly because the operational overhead of each deal dropped. More capacity, same team, materially better outcomes.
Exit Concierge reached $200K in annual recurring revenue with strong growth as the operator expanded the platform across additional deal types and advisor teams. The number of active deals each advisor could manage simultaneously increased significantly because the operational overhead of each deal dropped. More capacity, same team, materially better outcomes.
AI. AUTOMATION. DEPLOYEMENT. SCALABILITY.
AI. AUTOMATION. DEPLOYEMENT. SCALABILITY.
04
Takeaway
04
Takeaway
THE EXPERTISE THAT CLOSES DEALS SHOULD NOT BE SPENT CHASING DOCUMENTS AND UPDATING PIPELINES.
THE EXPERTISE THAT CLOSES DEALS SHOULD NOT BE SPENT CHASING DOCUMENTS AND UPDATING PIPELINES.
Exit Concierge works because it was designed by someone who understood the exact point at which a broker's expertise matters and the exact point at which it does not. That distinction determines what the AI handles and what the advisor handles. Getting that boundary right is not something an engineer can do in a discovery session. It takes a decade of brokerage experience to draw it correctly.
Exit Concierge works because it was designed by someone who understood the exact point at which a broker's expertise matters and the exact point at which it does not. That distinction determines what the AI handles and what the advisor handles. Getting that boundary right is not something an engineer can do in a discovery session. It takes a decade of brokerage experience to draw it correctly.
AI. AUTOMATION. DEPLOYEMENT. SCALABILITY.
05
Feedback
The operator had tried CRM customisations and virtual assistant support before approaching WeLaunch. Neither understood the brokerage workflow well enough to automate it meaningfully. Exit Concierge was built by someone who did.
A concise testimonial showing how the project combined clarity, usability, and scalability for a digital experience.
The operator had tried CRM customisations and virtual assistant support before approaching WeLaunch. Neither understood the brokerage workflow well enough to automate it meaningfully. Exit Concierge was built by someone who did.
05
Feedback
I WAS SPENDING HALF MY WEEK CHASING DOCUMENTS AND UPDATING SPREADSHEETS. NOW THE SYSTEM DOES ALL OF THAT AND I SPEND MY WEEK IN FRONT OF BUYERS AND SELLERS. MY DEAL VOLUME HAS DOUBLED AND MY STRESS HAS NOT.
I WAS SPENDING HALF MY WEEK CHASING DOCUMENTS AND UPDATING SPREADSHEETS. NOW THE SYSTEM DOES ALL OF THAT AND I SPEND MY WEEK IN FRONT OF BUYERS AND SELLERS. MY DEAL VOLUME HAS DOUBLED AND MY STRESS HAS NOT.
Ron Simpson
Founder of Asterio