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Seller Qualification System for Business Brokers & M&A Advisors

Only 1 in 4 Businesses
That Go to Market
Actually Sell.

The difference is almost never the business. It is the seller. Unverifiable financials, emotional pricing, unchecked owner dependence — these are deal killers that surface 9 months into an engagement, not the first day. The IECAN Seller Qualification System surfaces them before you sign the listing agreement.

One-time price — no SaaS fees 5–7 day delivery Custom to your firm Single HTML file — works anywhere
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Tell Us About Your Firm

Complete this form and we will send a custom proposal within one business day. No sales call required.

Your information goes directly to bene@iecantraining.com. No CRM, no drip sequence.

Request Received.

Expect a proposal in your inbox within one business day. If you have questions before then: bene@iecantraining.com

20–30%of businesses that go to market actually sell successfullyIndustry brokers consensus
50–60%of deals that reach LOI still fall through during due diligence or financingIndiana Equity Brokers / industry data
25%of failed deals are caused by mismatched seller valuation expectationsInternational Business Brokers Assoc.
9 mo.average time from engagement to close for a Main Street or mid-market dealAcquira / broker consensus 2024
The Cost of an Unqualified Seller

You Are Not Paid for Working.
You Are Paid for Closing.

The business brokerage model is simple: find sellers, prepare businesses, close deals, collect commission. The flaw in that model is the first step. Most brokers take every listing that walks in — overvalued, financially messy, emotionally unready, owner-dependent. Then they spend 9 months finding out.

$25K+
Commission at Risk on Every Failed Engagement

A $500K listing at 10% commission is a $50,000 opportunity. A $5M listing is $200,000–$300,000. When a deal falls through at month 9 because the seller’s financials could not survive due diligence, the commission is $0. And you invested the same time either way. Qualification is not bureaucracy — it is commission protection.

Standard broker commission: 8–12% of sale price — Midstreet, 2024
50–60%
Of LOI Deals Still Fall Through

Reaching letter of intent is not the finish line. Half to sixty percent of deals that make it to LOI still collapse in due diligence or financing. The most common reason: seller-side issues that a proper qualification intake would have surfaced before a single buyer was approached.

Indiana Equity Brokers / industry data
9 mo.
Average Time Burned Before You Know It Won’t Close

The average Main Street and lower middle-market engagement takes 9 months from listing to close — when it closes. When it doesn’t close, you find out at month 9 or 12. That is your entire active deal calendar. The qualification intake surfaces the deal-killers at the beginning, not the end.

Acquira / broker consensus 2024
25%
Of Failed Deals: Mismatched Valuation Expectations

One in four failed business sales traces directly back to a seller who believed their business was worth more than the market would pay. That belief does not emerge at month 9 — it was there on day one. Valuation alignment detection is question 6 in the intake system.

International Business Brokers Association
How the System Works

Before the First Call,
You Already Know Who to Prioritize.

The IECAN Seller Qualification System routes every inbound seller inquiry through a structured 30-question readiness assessment before any advisor time is invested. The result: a scored email in your inbox with the seller’s tier and readiness score in the subject line before you open it.

1

Seller Completes the Qualification Assessment

30 weighted questions covering business type, revenue, financial record quality, owner dependence, valuation expectations, prior market exposure, and exit motivation. Takes 5–7 minutes. No login required. Works on any device.

2

System Scores and Classifies the Seller

Every answer is weighted. Owner-dependent seller with messy books and inflated price expectation? The score reflects that. Clean financials, professional valuation, motivated exit? That shows too. Four tiers: Deal-Ready, Preparing, Early Stage, and Referral Out.

3

Deal-Breaker Flags Trigger Automatically

Six automatic flags: valuation misalignment, financial unreadiness, high owner dependence, no defined timeline, prior failed listing, and undisclosed deal-killers. Each flag includes a note on what it means for the engagement — so you walk into the first call informed, not discovering.

4

Scored Email Arrives. Call Is Already Prepared.

Subject line: “M&A Intake — Deal-Ready Seller — Thomas R. (78/100).” Tier and score before you open it. Full answers inside. Your first call is not a discovery session — it is a prepared conversation with a seller you already understand.

Meridian Business Advisors ● LIVE DEMO
Question 06 of 30
What is your price expectation for the business?
Valuation misalignment accounts for 25% of all failed business sales (IBBA). Your honest answer here determines whether we are starting from the same data.
📊 Market-based — I have done EBITDA / SDE analysis
📝 Rough estimate — open to professional validation
💭 I believe it’s worth more than buyers typically pay
❓ No idea — need a valuation first
⚠ Valuation Misalignment Flag
Mismatched seller expectations account for 25% of failed deals (IBBA). A professional market valuation will be required before listing. Noted in intake summary.
From:intake@meridianbiz.com
To:advisor@meridianbiz.com
Subject:M&A Intake — Deal-Ready Seller — T. Reynolds (78/100)
Who This Is Built For

If Your Intake Is a Contact Form,
This Is for You.

There is no qualification SaaS purpose-built for business brokers and M&A advisors. BizBuySell lists businesses. Dealertrack manages transactions. Nothing qualifies the seller before any of that begins. Until now.

💼
Solo Business Brokers
You have no team to absorb bad engagements. One unqualified seller that takes 9 months to fail represents your entire active deal capacity. Every listing needs to be a real deal.
Solo tier — $997
🏢
Small Brokerage Firms (2–5 Advisors)
You are building a deal pipeline, not a contact list. The intake system ensures every seller who reaches an advisor has already passed a readiness threshold — so advisor time goes to closeable deals.
Small firm tier — $1,997
📈
Lower Middle Market M&A Advisors
Deals in the $5M–$50M range take longer, involve more parties, and have higher due diligence stakes. Seller readiness scoring at intake means you are only investing 12–18 months in sellers who can actually get to close.
Multi-advisor tier — $2,997
🎯
Niche-Vertical Brokers
Healthcare, SaaS, manufacturing, construction — each has specific qualification criteria that generic intake forms miss entirely. Your system is built around your vertical’s actual deal-killers.
Custom qualification logic
📋
Exit Planning-Focused Advisors
Sellers who find you 2 years before they want to sell are the most valuable relationships. Early-stage sellers are routed to an exit planning track — not rejected, but nurtured toward deal-readiness on a structured timeline.
Readiness roadmap routing
📧
Advisors Getting Referrals from CPAs & Attorneys
Your referral sources want to know sellers are being handled professionally. A structured intake system signals that you have a process — which makes you more referable, not just more prepared.
Professional credibility signal
A deal that fails at month nine cost you the same time as a deal that closed. The only variable is whether you qualified the seller at month one.
How It Compares

What You Are Using Now
Does Not Qualify Sellers.

Contact forms collect names. CRM tools manage deals. DealRoom and Axial are buyer-facing platforms. Nothing that exists qualifies the seller at the top of the funnel — before any advisor time is committed.

Capability IECAN System Contact Form Phone Intake CRM (Pipedrive, HubSpot)
Seller qualification before first advisor callPartial
Weighted seller readiness scoring
Valuation misalignment detectionIf asked
Automatic deal-breaker flag system
Financial readiness scoringIf asked
Owner dependency scoring
Prior market exposure detectionIf remembered
Tier & score in email subject line
Works on any website — single fileN/AEmbed only
No monthly fees — one-time price$49–$150+/mo
Pricing

One Closed Deal
Covers the Entire System.

At 10% commission on a $500K business, you earn $50,000. The system that prevents you from wasting 9 months on a seller who was never going to close costs $997. That is the math.

Solo Broker
Individual Practitioners
Solo brokers and independent advisors who need a professional seller intake with no ongoing cost.
$997
One-time · own it forever · no fees
30-question weighted seller qualification system
4-tier seller readiness classification
6 deal-breaker flag types
Valuation alignment detection
Scored email notification
Custom firm name, colors, and branding
Works on any website — single HTML file
One revision round
Get Started →
Multi-Advisor Firm
6–15 Advisors
Established brokerage firms and M&A advisory groups with multiple deal teams and a white-label requirement.
$2,997
One-time · own it forever · no fees
Everything in Small Firm
Multi-department routing — assign sellers by industry or deal size
White-label option — remove all IECAN branding
Niche-vertical custom questions (healthcare, SaaS, manufacturing, etc.)
Website conversion audit included
Onboarding checklist template for new seller engagements
Unlimited revisions for 30 days
Get Started →

The ROI Calculation Takes About Four Seconds.

The average business broker commission on a $1M sale is $100,000 at 10%. The system that protects that commission from a seller who was never going to close costs $997. You need one deal to not fall apart. One seller who was deal-ready instead of wishfully listed. The system more than pays for itself the first time it routes a misaligned seller to your exit planning track instead of your active deal calendar.

100x Commission protected
vs. system cost
on a single $1M deal
What You Are Getting

A System Built for Your Firm.
Not a Template Reskinned.

📄
You Own It Outright
Single HTML file. No app login, no platform account, no ongoing fees. You embed it, link it, or host it as a standalone URL. You own it the same way you own a word document.
5–7 Day Delivery
Built from scratch for your firm. Firm name, colors, deal types, routing logic. Urgent engagements accommodated. You have an intake system operating within one week.
🎯
Built to Your Firm’s Criteria
Your qualification thresholds, your deal sizes, your routing logic. Niche-vertical questions for the industries you specialize in. Not a form — a qualification system that thinks the way you do.
💬
Direct Access Throughout
No account manager. No ticket system. You work directly with the builder through the entire process. Questions get answered in hours, not business days.
Questions

Common Questions

Does this integrate with Pipedrive, HubSpot, or DealRoom? +

No integration is required. When a seller completes the assessment, a structured summary email arrives in your inbox with the tier and score in the subject line and full answers inside. You can copy that into whatever CRM or deal management tool you use. If you want automatic CRM entry, Zapier or webhook integration is available on the Small Firm and Multi-Advisor tiers.

What does a deal-breaker flag actually look like? +

During the assessment, when a seller selects an answer that triggers a flag — “I believe my business is worth more than buyers typically pay” or “financials need significant cleanup” — a flag appears on screen with a brief explanation of what it means for the engagement. The same flag appears in the email summary with a note on the recommended first conversation topic. You know what you are walking into before the call starts.

What does the scored email subject line actually look like? +

“M&A Intake — Deal-Ready Seller — Thomas Reynolds (78/100).” That is what arrives in your inbox. Tier and readiness score in the subject line before you open it. Full answers to all 30 questions inside. You know who this seller is, where they are in their readiness, and which flags were triggered — before the first call.

How do you handle the early-stage sellers? Are they rejected? +

No. Early-stage sellers — businesses that need 12–24 months of preparation before going to market — are one of the most valuable long-term relationships in brokerage. The Small Firm tier includes an exit planning routing track that sends early-stage sellers a results screen acknowledging their situation, explains what needs to happen before listing, and invites them into a structured preparation engagement. They are nurtured, not rejected.

Can questions be customized to my specific industries or deal types? +

Yes. The build begins with a discovery conversation about your typical seller profile, deal sizes, and the specific red flags you have learned to look for over your career. Healthcare practices, SaaS businesses, manufacturing operations, and construction companies each have deal-specific qualification criteria. Your intake reflects your actual expertise — not a generic seller questionnaire.

What is the ROI calculation for sellers who were previously on the market? +

Prior market exposure is one of the highest-risk flags in brokerage. A business that was listed for 12–18 months without closing carries a stigma with buyers who assume something went wrong. The system detects this in question 8 and surfaces it in the email summary with a flag and a positioning note. You can either address the prior listing directly in the first conversation or make an informed decision about whether to engage at all.

How does this work on my existing website? +

The system is a single self-contained HTML file. You can link to it from your website navigation, embed it as a page on your existing site, or host it as a standalone URL at any web address you own. No plugins, no developer required, no platform account. If you can upload a file, you can deploy it.

Get Your Firm’s Seller Qualification System

Every Unqualified Seller Is Nine Months
You Are Not Getting Back.

The business brokerage model only works when you close deals. The contact form on your website does not know the difference between a deal-ready seller and a seller who believes their $800K business is worth $3.5M because they read one article about EBITDA multiples. The qualification system does. One deployment. One-time cost. Every seller who reaches you scored before the first call.

See the Live Demo → Email Us Directly