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
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.

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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.