Helping employee benefit
brokers sell their business for more with our SPV.
The market pays a premium for size. We merge multiple brokerages into one, supercharging your exit multiple, without changing a thing about how you operate.
















Why does it work?
Scale Triggers Premium Offers
If you're aiming for a high-value exit, scaling your revenue is one of the most strategic moves you can make.
Buyers Pay


Buyers pay 3×–4× for a $5M brokerage
VS
but only 1×–2× for $500K
What you can expect
From the moment you connect with us, we’re committed to delivering clarity, creativity, and results.

3× – 3.5×
Typical exit multiple with CBS

2–3×
More cash in your pocket vs. selling solo

0 Integration Churn
Keep your brand, team & day-to-day
We Build Connected Experiences
How it works





CBS is structured as an SPV
What’s a SPV?
An SPV is a separate legal entity that is setup to pool multiple brokerages into one vehicle so collectively you can command a higher valuation.
Schedule My Strategy Call

Our Advisory Team
Guided by brokers who wished a solution like this existed when they sold.
Jane Smith
ex-PE Partner
Jane offers key insights into deal structuring from his years as a private equity partner.
Bob Lee
Former Brokerage Founder
Former founder who now helps sellers navigate the full exit journey.
Karen Patel
M&A Advisor
Karen has led 50+ mid-market deals, specializing in diligence and buyer targeting.
Schedule a call to learn more now!
Schedule a no-pressure call with our team to get tailored insights, expert advice, and answers to all your questions.
