Franchise opportunity

Own a Company Sellers territory.

A full-stack business advisory practice — Valuations, CEPA-certified Value Growth coaching, and Brokerage — under one brand, powered by the BridgeView technology platform, backed by 30 years of principals doing the work. Approximately 10,000 businesses in your exclusive market. You are the local advisor. We are the infrastructure.

Valuations, Value Growth coaching and Brokerage under one brand, backed by 30 years of principals doing the work. Roughly 10,000 businesses in your exclusive market. You are the local advisor. We are the infrastructure.

Business advisory team
The market opportunity
$14T

in business value transferring by 2030. The largest generational wealth transfer in history is underway — and most owners have no plan.

~10K

businesses in a typical territory. Exclusive market area with $250K–$40M revenue businesses that need valuation, exit planning, and brokerage.

58%

of business owners have no formal exit plan. The demand exists — there are not enough qualified local advisors to meet it.

What the franchise includes

Full-stack from day one. Not a coaching badge.

Most exit planning franchises sell coaching and refer out the brokerage. Company Sellers offers a suite of revenue-generating services in one offering — Valuation, Value Growth, and Brokerage under one roof. You own the entire client lifecycle from first conversation to closed deal. Franchise consulting sits alongside it: access to 600+ franchise brands for entrepreneurs looking for new franchise opportunities.

Most exit planning franchises sell coaching and refer out the brokerage. We put Valuation, Value Growth and Brokerage under one roof, so you own the whole client lifecycle from first conversation to closed deal. Franchise consulting sits alongside it, with access to 600+ brands.

Included

Exclusive territory

A defined, exclusive market area with approximately 10,000 businesses. No other franchisee operates in your territory. Your market. Your relationships. Your deals.

Included

BridgeView technology platform

CRM, client portal, valuation workbench, BridgeView dashboard (4 spans, 8 pillars), progress tracking, and document management. Your clients see a polished, branded portal. You see operational intelligence.

Included

CEPA methodology & training

The BRIDGE Process, Value Acceleration Methodology, 8 Value Drivers, 3 Gaps framework, 5 Exit Paths — all structured into your client delivery. You are not inventing a methodology. You are deploying a proven one.

Included

Brokerage license & infrastructure

Company Sellers is the licensed broker. A brokerage license is not required in most states. Licensing requirements vary — contact us to confirm requirements in your state. You are the local advisor, and the brokerage infrastructure is provided. Listing, marketing, buyer management, and closing support are built into the platform.

Included

Franchise consulting

Immediate access to 600+ franchise brands for entrepreneurs looking for new franchise opportunities. Placements are referred out and the commission is shared with you — an adjacent stream that runs beside your exit planning work.

Included

Marketing & lead generation

National brand marketing, industry-specific landing pages for your territory, SEO/GEO-optimized content, market research brief automation, and a referral partner program you can deploy locally with CPAs, attorneys, and financial advisors in your market.

Included

Ongoing support & community

Initial training, ongoing coaching, deal support from experienced principals, a franchisee peer network, and regular methodology updates. You are not on an island — you have a team behind you that has closed hundreds of deals.

Who this is for

Built for advisors who want to own the practice and own their local market.

CEPA-certified exit planners

You have the credential and the methodology. The franchise supplies the platform, the brand, the brokerage license, and the technology to turn it into a full practice — not just a coaching engagement.

Business brokers expanding into exit planning

You know how to close deals. Value Growth coaching, the BRIDGE methodology, and a recurring revenue model fill the pipeline 2–3 years before the listing. Longer client relationships, higher multiples at close.

Experienced consultants seeking a turnkey territory

Management consultants, fractional CFOs, and business coaches who want to own a branded advisory practice with a technology platform, a proven process, and multiple revenue streams — without building it from scratch.

Career transitioners with advisory experience

Real estate professionals, financial advisors, and corporate executives looking for a business advisory practice they can own and operate. You bring the relationships and the local credibility. We bring the infrastructure and the playbook.

Franchise consultants

You already place candidates into brands. Now there are three more revenue sources to pull from — Valuation, Value Growth, and Brokerage — alongside the franchise consulting you do today.

How we compare

What makes Company Sellers different?

01

Full stack, not half

Most exit planning practices coach but do not broker. Most brokerages list but do not coach. Company Sellers does Valuation, Value Growth, and Brokerage under one roof. You own the entire client lifecycle and every revenue stream it generates. Franchise consulting sits alongside as an adjacent referral stream — 600+ franchise brands for entrepreneurs looking for new opportunities.

02

Technology built for the work

BridgeView is not a generic CRM with exit-planning labels. It is a purpose-built platform: 8-pillar scoring, bridge visualization, client portal, valuation workbench, progress tracking, and deal management — all integrated.

03

Principal-led, not consultant-staffed

Company Sellers was built by people who have personally closed hundreds of transactions over 30 years. The training, the methodology, and the deal support come from principals who do the work — not from a corporate training department.

Revenue streams

Multiple revenue streams from one client relationship.

A single client can generate revenue from Valuation, Value Growth, and Brokerage over a 2–5 year relationship. The full-stack model creates compounding revenue that coaching-only or brokerage-only practices cannot match.

Stream 01

Professional opinions of value

One-time project revenue. Often the entry point — a client who knows their number is ready for the conversation about what to do with it.

Stream 02

Value Growth coaching

Monthly recurring revenue. 3-month sprint cycles with re-assessment. This is where the relationship compounds — clients stay for 1–3 years before exiting at a higher multiple.

Stream 03

Brokerage commissions

Success-based revenue at close. The largest single check per client. And because you coached the client through Value Growth first, the multiple is higher and the deal closes cleaner. The full-stack advantage: you grew the value before you sold it.

Stream 04

Value Gap Assessments

One-time diagnostic revenue. Scores the business across 16 dimensions, identifies the gaps, and produces a prioritized action plan. The natural upsell to Value Growth — and a powerful lead-gen tool for referral partners.

Stream 05

Franchise consulting

Commission and fee-share revenue. Placing a buyer into one of 600+ franchise brands pays a share of the placement fee — the one stream here that does not depend on a business sale closing.

Franchise questions
Do I need a brokerage license?

A brokerage license is not required in most states. Licensing requirements vary — contact us to confirm requirements in your state. Company Sellers is the licensed broker — you operate as the local advisor under that brokerage umbrella. The licensing, compliance, and brokerage infrastructure are provided — you focus on client relationships and advisory work.

How large is a typical territory?

Approximately 10,000 businesses with $250K–$40M in annual revenue. Territory size is defined by geography and business density — metro areas are smaller in square miles but have the same business count as larger rural territories. Each territory is exclusive.

What is the total investment?

Investment details are shared during the franchise discovery process. Contact us to receive the Franchise Disclosure Document (FDD) which contains complete investment information, territory details, and financial performance representations where available.

What training is provided?

Comprehensive initial training on the BRIDGE methodology, BridgeView platform, valuation process, Value Growth coaching delivery, client acquisition, and referral partner development. Ongoing support includes deal coaching from experienced principals, regular methodology updates, and a peer franchisee network.

What background do I need?

Strong candidates typically have experience in business consulting, financial advisory, business brokerage, or professional services. CEPA certification is a plus but not required — we can support the certification process. The common thread: you are comfortable having high-stakes conversations with business owners about their most valuable asset.

Take the next step

Interested in owning a Company Sellers territory?

Request the franchise overview and we will schedule a confidential conversation about available territories, investment, and whether the franchise is the right fit for your background and goals. No pressure. No obligation.

Request franchise information Call (800) 566-7300