Fewer follow-ups. Faster deals.

DecisionPoint helps business brokers simplify seller onboarding, organize documents, and get to closing day with less chaos.

DecisionPoint dashboard showing business details, tasks, and document management
Document Management

Stay on Track Without the Back-and-Forth

Tired of chasing sellers for tax returns or explaining P&Ls over email? DecisionPoint gives you a shared workspace where tasks are clear, files are in one place, and sellers know what's next.

Seller Task Checklist

Upload last 3 years of tax returns

Completed on May 2, 2025

Provide monthly P&L statements

Due by May 15, 2025

Complete business questionnaire

Due by May 20, 2025

Financial Analysis View

Revenue$1,245,000
EBITDA$320,000
Cash Flow$275,000
Data Organization

Win Over Buyers with Organized Data

Good buyers move fast — when your documents are clean. DecisionPoint helps you collect and structure seller info so buyers can evaluate and act without delays.

Prospectus Builder

Create Professional Prospectuses in Minutes

Stop spending days formatting documents and spreadsheets. DecisionPoint automatically generates polished, broker-branded prospectuses from your seller's data — ready to share with qualified buyers.

  • Consistent, professional formatting every time
  • Customizable templates for different industries
  • Broker branding built-in: your logo and firm details included
  • One-click export to PDF or secure sharing link
Sunwest Advisors
Business Prospectus — Confidential
Boat Lift Technicians

Boat Lift Technicians

Business Type

Marine Construction

Location

Phoenix, AZ

Years in Operation

25

Owner Involvement

Owner-Operated

Financial Highlights

Annual Revenue (2024)

$1,245,000

EBITDA (2024)

$320,000

Asking Price

$2,800,000

Growth Opportunities

  • Expansion to neighboring states
  • Service contract opportunities
  • New product line introduction
Broker-First

Built for Brokers, Not Startups

We're not here to automate you out of the deal. DecisionPoint is purpose-built for brokers who manage real people, real businesses, and real outcomes — not tech-driven founders trying to skip the middle.

Assign With Ease

Start sellers with task lists tailored by industry or deal type — so you don't have to build from scratch.

All Docs, One Place

Collect financial, legal, HR docs in one system — structured for buyers, organized for you.

Preview Deal Materials

See a polished, pre-built prospectus view anytime — no formatting headaches.

Stay Ready, Stay Responsive

Keep everything up to date and buyer-ready — without extra tools or new logins.

Frequently Asked Questions

If you can't find the answer to your question below, email us at hello@decisionpoint.com

Let's make deal prep the easy part.

We're building DecisionPoint for brokers like you. Join early, shape the product, and close with confidence.