As a preferred vendor of Transworld Business Advisors with over 9 years of experience working within the franchise, we know your business. Our team is trained on Sydney, BizBuySell, SOCi and any other platforms and processes that you use as a Transworld Business Advisor. We work closely with the Transworld corporate team to ensure our assistants are informed of any important updates, requests or contests within the organization so the backend of your business can stay on track while you are out doing what you love – selling! 

Our Experienced Transworld Assistants Can Help With:

LISTING ASSISTANCE

BUYER INQUIRY / NDA MANAGEMENT

tracking, sending and management of buyer inquiries and NDAs for all your listings within Sydney

CIM / EXECUTIVE SUMMARY CREATION

created via Sydney or external template using completed seller questionnaire

SELLER NURTURING

weekly emails with current sellers providing BizBuySell statistics, updates on interested buyers and forthcoming actions from the broker

ORGANIZATION

DATA ENTRY

inputting buyers, sellers and contacts into Sydney, creating and maintaining listing information, and managing related documents

SCHEDULING

management of a scheduling program and online calendars, and correspondence with contacts

EMAIL MANAGEMENT

initial cleanup of your inbox and ongoing support for email organization

ONLINE RESEARCH

for local businesses to market services

SALES & MARKETING

SOCIAL MEDIA

working within SOCi to localize content with links to your website and hashtags related to your market. Additional graphics / content created to promote current listings, closings, etc

DROP LETTERS (TRADITIONAL & VIRTUAL)

content and design creation of drop letters via traditional mail or virtual drop letters via LinkedIn

EMAIL NEWSLETTERS / DRIP CAMPAIGNS

email newsletter and/or drip campaign development and management

CIM CREATION

CIM Creation is one of our most requested tasks from our Transworld broker clients. If you do not need ongoing, monthly help with the tasks we listed above but creating CIMs if your number one pain point – we can still help! We offer a flat fee option for CIM creation as your listings come in.

LARGE CIM CREATION

For larger businesses (10+ million) that require impressive, in-depth presentations (above and beyond what seProposals in Sydney can provide), our assistants can take the reins and deliver you with a power point presentation worthy of your largest transactions. Similar to smaller CIMs, we start with process with a completed seller questionnaire or seller interview paired with online research and industry documents to build the CIM.

Cost: $500 per completed CIM

  • Generally, a first draft can be returned within 7 business days; delivered as a PPTX (for editing) and PDF (for presentation).