Whether you're working with an advisor, looking for one, or going it alone — DealRoom gives you the structure, visibility, and control to run a professional sale process.
Bank-Grade Security
Encrypted documents & access logging
Verified Buyer Network
Identity-checked before access
Confidentiality Built In
Digital verification & controlled sharing
Purpose-Built for M&A
Designed around how deals actually work
Choose your situation
Every sale is different. Pick the path that matches where you are today.
Your advisor manages the deal on DealRoom. You get a private seller portal with full visibility into buyer activity, document review, and deal progress.
What you get:
Not sure where to start? Tell us about your business and we'll connect you with qualified M&A (Mergers & Acquisitions) advisors who specialize in your industry and deal size. No cost, no obligation.
We'll match you with advisors who:
Run your own sale process using the same tools M&A advisors use. DealRoom's Free plan gives you one full deal with the complete 5-stage workflow.
Free plan includes:
The seller experience
Your advisor runs the deal. You get visibility and control over how your business is presented.
Your M&A (Mergers & Acquisitions) advisor or business broker creates a deal on DealRoom and invites you as the seller. You get a private portal with full visibility into the process.
See how your business will be presented to buyers. Approve the Opportunity Brief and Deal Book, request changes, and upload documents your advisor needs.
See who viewed your materials, who signed verification agreements, and who requested access to the Intelligence Room. Every interaction is tracked.
Review offers, track due diligence (the buyer's investigation of your business) tasks, and monitor closing checklists. You're never in the dark about where your deal stands.
Why sellers prefer DealRoom
Real-time visibility into which buyers viewed your materials, signed agreements, and are actively progressing through due diligence (the buyer's review of your financials and operations).
Buyers verify their identity and sign digitally before seeing anything sensitive. No more emailing NDAs (non-disclosure agreements) and hoping they come back.
Instead of asking your advisor for updates, see buyer activity in real time — who's serious, who's gone quiet, who's ready to make an offer.
Upload financials, tax returns, and contracts into an organized Intelligence Room with layered access. Nothing leaks.
Approve the Opportunity Brief and Deal Book before they go to buyers. You control the narrative.
Structured checklists and milestones keep the deal moving. You'll know what's done and what's outstanding.
Get a rough valuation range using a standard SDE multiple approach common in lower and middle-market M&A (Mergers & Acquisitions) transactions.
SDE = Net Income + Owner Compensation + Discretionary Expenses
This is a rough estimate for planning purposes only. Actual valuations depend on growth trends, customer concentration, market conditions, and many other factors. Work with a qualified M&A advisor for an accurate assessment.
See it yourself
This is a live deal — the same experience your buyers will have. Click through each stage to see how the process works.
The first look — a branded introduction that creates interest
Try it02Identity check and confidentiality agreement
Try it03The full business narrative with financials and growth story
Try it04Organized diligence documents with controlled access
Try it05Closing checklists and milestone tracking
Try itThis is a real example deal. Click any stage to experience the buyer journey.
Tell us about your business and we'll connect you with qualified M&A advisors. No cost, no obligation.
Your information is kept strictly confidential. We only share your details with matched advisors, and only after you approve the match.
We'll review your information within 1 business day.
You'll receive 2–3 advisor matches based on your industry and deal size.
Each advisor will reach out directly to schedule an introductory call.
No obligation — you choose which advisor (if any) to work with.
For sale by owner
Don't want to hire an advisor? Use DealRoom's advisor platform yourself. The Free plan gives you one full deal with the complete 5-stage Guided Deal Progression™ workflow — the same tools professional M&A advisors use to run their deals.
Most sellers on DealRoom work with an M&A advisor or business broker who manages the process. However, if you want to manage the sale yourself, you can sign up as an advisor on the Free plan and run the deal directly. DealRoom gives you the same tools that professional advisors use.
Use the form above to tell us about your business and what you're looking for. We'll connect you with qualified M&A advisors and business brokers who specialize in your industry and deal size. There's no cost or obligation.
DealRoom is free for sellers. Your advisor pays for the platform as part of their deal management tools. If you're running the sale yourself — known as FSBO (For Sale by Owner) — the Free plan includes one full deal with all five stages.
Yes. If you already have a buyer list, your advisor can add them to DealRoom and they'll be invited into the structured process. Documents can be uploaded directly into the Intelligence Room, organized by category.
Your advisor can have a deal live on DealRoom in under an hour — create the Opportunity Brief, set up buyer verification, and start inviting buyers. Most advisors have their first deal fully operational within a day.
You retain ownership of all your business information. Documents are encrypted, access is logged, and nothing is shared without going through the verification process. You can request removal at any time.
Whether you need an advisor or want to go it alone, DealRoom gives you the tools for a professional, organized sale.