The SMB Deal Hunter Podcast

How to stand out with brokers and win competitive deals with Alejandra Barrera

22 snips
Jan 9, 2026
Alejandra Barrera, an M&A advisor who started in Miami and worked in Deloitte, explains how brokers sort 65 inquiries down to the serious buyers. Short takes on what brokers need in the first 48 hours. Tales of deals gone wrong and why speed, prep and the right documents win hot listings. Practical tips on follow-up, seller expectations and standing out in competitive processes.
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INSIGHT

Local Licensing Creates Hidden Complexity

  • Healthcare and licensed trades are often misunderstood because rules vary by county and state.
  • Buyers must research local licensing and regulations before assuming transferability.
ADVICE

Prefer Performance-Based Broker Fees

  • Prefer performance-based commissions over large upfront valuation fees when hiring a broker.
  • Ask if the broker charges for valuations or only takes percentage at closing.
ANECDOTE

First Prepared Buyer Won The Deal

  • A PRO member sent NDA, buyer profile, and proof of funds quickly and got a SIM call and a term sheet within days.
  • Being the first well-prepared buyer won him the owner's commitment in a competitive auction.
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