Plans

Subscription packages for serious business intermediaries

Deal Pros provides the operating layer behind serious business intermediaries. Advisors keep the client relationship. Deal Pros provides the platform, workflow, deal infrastructure, and back-office support needed to manage transactions with more consistency, visibility, and control.

Platform Access

Software only — for experienced, independent advisors

$495/mo

No onboarding fee

No co-listing split

Platform access only for experienced advisors who can operate independently. No operational support included.

  • Deal Pros platform access
  • Deal workspace access
  • CRM and pipeline tools
  • Deal room / data room functionality
  • Workflow tools and templates
  • Private beta / invitation only
  • No operational support
  • No consulting or coaching
  • No deal management services
Most Popular

Deal Management

Managed transaction workflow for active advisors

$995/mo

+ $1,500 onboarding

+ 7.5% co-listing commission split on every listing

Managed transaction workflow and platform operations for experienced advisors. No consulting or coaching included.

  • Everything in Platform Access
  • Deal setup and workspace organization
  • Deal room / data room coordination
  • Transaction workflow tracking
  • Buyer and seller process visibility
  • Task and milestone tracking
  • Deal process coordination inside the platform
  • System management for every transaction
  • Mandatory co-listing with MichaelGarsow LLC — 7.5% split of gross commission on every listing
  • No business development consulting
  • No daily coaching
  • No listing strategy consulting
  • No sales training
  • No personal assistant services
  • No front-end client representation
  • No legal, accounting, lending, or tax advice

Full Deal Ops Support

Back-office deal operations partner

$2,000/mo

+ $2,500 onboarding

+ 20% co-listing commission split on every listing

Full back-office deal operations and ongoing strategic support for serious business intermediaries.

  • Everything in Deal Management
  • Full back-office deal operations support
  • Ongoing support related to business development
  • Listing workflow support
  • Deal process management
  • Transaction organization and follow-through
  • Operational guidance for brokerage activity
  • Platform guidance and workflow support
  • Support for improving consistency, visibility, and deal execution
  • Mandatory co-listing with MichaelGarsow LLC — 20% split of gross commission on every listing
  • Limited founding-client pricing
  • Not a personal assistant service
  • No personal errands or unrelated administrative work
  • No replacement for the intermediary's client relationship
  • No legal, accounting, tax, lending, or compliance advice
  • No guaranteed transaction closing
  • No direct client representation unless separately agreed in writing
  • No services outside business brokerage / M&A advisory operations unless separately agreed

Not sure which package fits? Take the fit assessment and we'll point you to the right plan.

What's included at each level

Platform Access is software-only. Deal Management adds managed transaction workflow. Full Deal Ops Support adds back-office deal operations and ongoing operational guidance.

Platform Access

  • Deal Pros platform access
  • Deal workspace, CRM & pipelines
  • Deal room / data room functionality
  • Workflow tools & templates
  • Forms, intake & e-signatures

Deal Management

  • Deal Pros platform access
  • Deal workspace, CRM & pipelines
  • Deal room / data room functionality
  • Workflow tools & templates
  • Forms, intake & e-signatures
  • Deal setup & workspace organization
  • Managed transaction workflow tracking
  • Data room coordination

Full Deal Ops Support

  • Deal Pros platform access
  • Deal workspace, CRM & pipelines
  • Deal room / data room functionality
  • Workflow tools & templates
  • Forms, intake & e-signatures
  • Deal setup & workspace organization
  • Managed transaction workflow tracking
  • Data room coordination

On Deal Management and Full Deal Ops Support, co-listing with MichaelGarsow LLC is mandatory. The commission split applies to every listing, is governed by your subscription agreement and a per-listing Co-Listing Commission Split Agreement, and is paid through your brokerage at closing — never charged through Stripe.

Deal Pros is not a law firm, accounting firm, lender, valuation firm, or compliance advisor. Any legal, tax, accounting, lending, licensing, or compliance matters should be handled by the appropriate licensed professionals.

Built on the Deal Pros platform

Managed website

We build and manage your brokerage website on the same system that runs Deal Pros. That means your website and your deal platform work together in ways an outside developer's website cannot.

Not available

Platform Access

Website not included with this plan.

Add-on

Deal Management

$500 one-time

+ $99/mo

Included

Full Deal Ops Support

Included at no additional cost

What's covered

  • Informational brokerage website of up to 6 standard pages
  • Search engine optimization set up using the Deal Pros platform's built-in capabilities
  • Contact form delivered to the organization's primary email address
  • AI-powered live chat agent with ticketing, routed into the Deal Pros account
  • Connection of the finished website to the client's own domain
  • Built and managed on the same operating system as Deal Pros, allowing integrations that are not possible with an outside developer's website

What's not covered

  • Online stores, carts, payment processing, or membership portals
  • Custom databases, web applications, or unapproved third-party integrations
  • Logo design, illustration, photography, or graphic creation
  • Legal terms, privacy policies, disclaimers, or any other legal text
  • Original marketing copy written on the client's behalf
  • Conversion of printed or physical material into digital files
  • Domain registration, website hosting accounts, or email mailbox hosting
Anything beyond the standard scope can be discussed, quoted, and invoiced separately.

How it works

  1. 1

    Request

    The organization owner or an administrator submits a website request from the Add-ons section of their account.

  2. 2

    Deal Pros review

    Every request is reviewed and manually approved by Deal Pros before the website is added to the account. This confirms the project fits the standard scope.

  3. 3

    Build

    Once approved and all materials are received, the intended build time is 30–45 days. Written approval of all wording is required before publishing.

  4. 4

    Connect and manage

    The finished website is connected to the client's domain. Ongoing management, requests, and support all happen inside the Deal Pros account.

What we need from you

  • Provide all logos, images, and documents digitally, in the format requested for the project.
  • Provide the wording for the website. Deal Pros can expand on and revise existing wording, but the client must confirm the accuracy of all wording in writing before it is published.
  • Provide all legal text for the website, including any policies and disclaimers.
  • Own and control the domain name, website hosting account, and email service. Deal Pros only connects the website to the domain.
  • Respond to project communications. Deal Pros suggests GoDaddy when a domain must be moved away from a previous developer, simply because it is what Deal Pros uses — the choice of provider always belongs to the client.

Website service terms

Let's find the right fit

Share a few details and we'll route you straight into the 2-minute Fit Assessment so we can recommend the right package.

Request information

Tell us a little about your practice and we'll be in touch. You'll also have the option to take a quick 2-minute Fit Assessment so we can recommend the right package.

We'll email a confirmation. The 2-minute Fit Assessment is optional — you can take it now or later.