Business Broker Growth Show

What happens when the cameras stop rolling and the conversation goes deeper? And what insights can a non-broker — someone who supports nearly a thousand brokers behind the scenes — reveal about the future of business brokerage?

In this bonus conversation, you’ll hear what the brokerage landscape may look like by 2030, why “systems vs. no systems” will create an enormous performance gap, and how emerging technologies like AI, data scraping, and automated agents will reshape how brokers source owners, vet buyers, and manage deal flow. You’ll also learn why the hardest challenges ahead won’t be finding data — but standing out in an inbox flooded by automation.

George Wellmer, founder of Tupelo, a CRM and automation platform built specifically for business brokers, shares candid thoughts on the tech shifts coming to M&A, what brokers will need to survive the next decade, why customer service is becoming a lost art, and what Tupelo is building to help brokers verify buyers, streamline deal flow, and focus their time on higher-value activities.

If you enjoyed this behind-the-scenes conversation, make sure to subscribe to the Business Broker Growth Show, check out Part 1 of George’s interview, and share this after-show with a broker who wants to stay ahead of the future. More insights, more systems, and more growth are waiting in the next episode.

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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.

Connect with Business Broker Growth:

Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC

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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.

Connect with Business Broker Growth:

Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC

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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.

Connect with Business Broker Growth:

Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC

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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.

Connect with Business Broker Growth:

Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC

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Are you still relying on luck and outdated tactics to win listings, or are you intentionally building the kind of trust that makes business owners seek you out?

The truth is, sustainable growth and credibility in this industry don’t come from shortcuts or quick wins—they’re built through consistent community engagement, continuous education, and a sincere desire to help. The brokers who rise above the noise aren’t chasing leads or hiding behind automation; they’re investing in relationships, showing up with value, and becoming the voice of integrity in their market.

In this episode, Jason Cutter sits down with Andy Cagnetta, CEO of Transworld Business Advisors, to explore his journey from a new broker to an industry leader who helped shape one of the world’s largest business brokerage networks. Andy shares how Transworld has transformed the industry through professional standards, technology adoption, and collaboration—along with the hard lessons, missed deals, and practical marketing strategies that helped him grow. From redefining “the numbers game” to leveraging AI and authentic outreach, Andy offers a roadmap for brokers ready to build trust that lasts.

Subscribe to the Business Broker Growth Show for more actionable insights on building your pipeline the right way—and share this episode with another broker who’s ready to stop hoping for deals and start engineering deal flow through trust, education, and authentic persuasion.

Connect with Business Broker Growth:

Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC

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What if an abundance mindset isn’t just about being positive—but about being selective?

Moving from a numbers-driven hustle to an abundance-driven approach means redefining what growth looks like. It’s no longer about stacking listings—it’s about deep relationships, quality representation, and credibility that compounds over time. When you focus on serving first, passing on misaligned deals, and mastering your craft, you stop running after volume and start engineering meaningful, sustainable success.

In this episode, host Jason Cutter is joined by Gregory Kovsky, President & CEO of IBA, who shares three decades of business brokerage experience. Gregory reveals why most listings don’t sell, what it really takes to value a business accurately, and how the “four parties to persuade” can determine the outcome of any deal. He also shares real-world lessons in integrity, patience, and persistence—showing that the brokers who win big are the ones who play the long game.

If you’re ready to move beyond transactional tactics and build a trusted, referral-driven business, don’t miss this episode. Subscribe now and share it with a broker who’s ready to grow with purpose and conviction.

Connect with Business Broker Growth:

Take the Digital Impact Assessment - https://get.businessbrokergrowth.com/assessmentPC

Get your copy of Trusted Advisor Shift (eBook) - https://businessbrokergrowth.com/contact/

Are you chasing every listing that comes your way—or choosing clients who truly align with your values?