What happens when business brokers try to scale without real systems in place? And what can a broker learn from someone who sees behind the scenes of nearly a thousand firms across the country?

In this episode, you’ll learn why the most successful brokers aren’t the ones relying on memory, spreadsheets, or guesswork — but the ones who have clarity, structure, and automation built into every stage of their pipeline. You’ll also discover the hidden pitfalls that quietly kill deals, how time becomes a broker’s biggest enemy, and why “systems thinking” might be the missing link between inconsistent months and predictable growth.

Our guest today is George Wellmer, founder of Tupelo, a CRM + automation platform built specifically for business brokers. With firsthand experience working with nearly 1,000 brokers and an earlier career automating SBA valuations, George brings rare insight into what actually works — and what keeps brokers stuck. He shares the power of narrowing your target market, becoming an industry expert, leveraging automation for repetitive tasks, building a team around your highest-value activities, and preparing listings correctly so deals don’t collapse from delays. If you’re ready to stop hoping for deals and start engineering your pipeline with modern tools and proven systems, subscribe to the Business Broker Growth Show, leave a review, and share this episode with a broker who needs it.

What role will technology, especially AI, play in shaping the future of business brokerage by 2030? How can brokers navigate industry uncertainty, such as shifting economic policies and unpredictable deal flow, to maintain steady business growth?

Brokers of the future must embrace AI—not only for valuation accuracy and buyer research, but also for streamlining process efficiency. Alongside tech adaptation, brokers must cultivate resilience and a consistent marketing approach to weather market instability. Staying visible, engaging with clients, and never turning off the "marketing machine" are key strategies for smoothing out the peaks and valleys of deal flow.

In this Bonus Episode, Dave Long, from Arizona Business Sales Advisors, joins Jason Cutter for a rapid-fire Q&A digging deeper into topics beyond the main episode. Together, they explored what brokers need to survive in the 2030 landscape—like solid marketing, powerful tech, and AI fluency—plus lessons from this year’s market challenges and the thrill of discovering unique business opportunities.

If you’re a broker determined to grow past the transactional grind and become a trusted advisor, this after-show is packed with actionable insights and inspiration. Catch the main episode for the full journey, and tap into the wisdom of Dave Long to start future-proofing your career.

What will brokers need to stay relevant by 2030? And if you could wave a magic wand to automate just one marketing strategy, which one would truly transform dealmaking?

Mastering AI and embracing technology won’t be optional. The brokerage landscape is moving toward data-driven matchmaking, faster and more transparent transactions, and global buyer accessibility. AI will streamline noisy, time-consuming tasks like buyer fit analysis, document management, and market preparation.

In this Bonus Episode, Andy Cagnetta, CEO of Transworld Business Advisors, brings decades of insight across brokerage, global expansion, and tech innovation. Andy offers a candid look at the challenges of staying ahead of technology, the realities of funding small businesses worldwide, and the evolution every broker must make to stay competitive.

If you’re a broker, advisor, or entrepreneur ready to ditch outdated tactics and position yourself for long-term growth, this episode is a must-listen. Don’t wait for deals to fall into your lap, build a smarter pipeline and join the movement redefining the future of business brokerage.

What can business brokers do to stay ahead in a rapidly evolving industry? And how should they balance new technologies like AI with the indispensable human elements of the deal-making process?

Anticipating industry trends is more crucial than relying only on historical strategies. On the tech front, while AI offers powerful data tools and efficiencies (especially for market research in property or financial modeling), brokers should be wary of over-relying on tech without considering local nuances and the trust factor that only human relationships deliver.

In this Bonus Episode, Gregory Kovsky, President and CEO of IBA, joins Jason Cutter. Together, they unpack lessons from Greg’s 30+ years in business brokerage, covering industry cycles, embracing change, and navigating today's landscape of baby boomer sellers, hungry buyers (from private equity to immigrants), and the impact of government and economic turbulence on deals.

Looking to elevate your business brokerage career? Dive into this episode’s actionable insights and real stories. Don’t forget to check out part one of the conversation for even more strategies and hacks.