Become a Baton Advisor
A national brokerage's platform, brand, and buyer network — ready the day you sign.
Onboarding takes minutes, not weeks. Review the agreement, sign digitally, complete checkout, and step into a full advisor portal built specifically for business brokerage.
How onboarding works
Four steps from interested advisor to live on the platform.
Every step happens in your browser. There is no paper to mail, no DocuSign chain to wait on, and no IT setup once you're done.
Review the advisor agreement
Read the full Baton Strategies Advisor Services Agreement in the browser — fees, commission splits, platform access, and the independent-advisor relationship are all laid out section by section. Download a PDF copy for your records before you go any further.
Sign digitally — no printing, no scanning
Add your typed or drawn signature, confirm your legal name and effective date, and we lock a timestamped, countersigned PDF of your agreement to your account. You'll have access to it forever inside your portal.
Activate your account at checkout
Pay the one-time setup fee and start your monthly platform subscription through secure Stripe checkout. Custom invitations from Baton leadership can waive the setup fee or adjust pricing — anything different from the standard terms will show up here before you pay.
Walk into a fully-built advisor portal
The moment payment clears, your dashboard is live: pipeline, listings, data rooms, CRM, training, and tools — already wired to the Baton brand, your new email, and the firm's buyer network.
What you get on day one
Everything you need to run a brokerage practice — inside one portal.
The Baton advisor platform replaces six or seven tools most brokers cobble together. It is the same system used by the firm's senior advisors to run real, in-market deals.
Full CRM for sellers, buyers, and contacts
Track every conversation, task, and stage from first lead to closed deal — purpose-built for business brokerage, not bolted onto a generic CRM.
Secure data rooms with NDA capture
Spin up a branded data room per listing. Buyers sign NDAs digitally before they see a single file, and every download is logged for you and the seller.
Publish listings to the Baton marketplace
Create polished public listing pages with teasers, financial highlights, and inquiry forms — discoverable on batonstrategies.com the day you publish.
Capture NDA signatures automatically
Every inbound buyer is routed through a Baton-branded NDA flow. You spend your time qualifying buyers, not chasing paperwork.
Tap the Baton Strategies buyer pool
Leverage the firm-wide network of vetted strategic and financial buyers — the same pool senior advisors use to run competitive processes.
Partner with Baton advisors on your first two deals
New advisors are paired with a senior Baton partner on their first two transactions — real deal coaching, real splits, and a faster path to closing your first checks.
A Baton Strategies email and brand
Show up to sellers and buyers with a yourname@batonstrategies.com address, the firm's marketing assets, and approved templates for outreach and CIMs.
Stand on an established brokerage's resume
Pitch with the track record, references, and credibility of a national M&A firm behind you — not as a solo broker starting from zero.
Standard advisor terms
$800 one-time platform setup fee
$450 per month — month-to-month, cancel with 30 days' notice
70 / 30 senior-advisor commission split (after 6 closed deals)
E&O coverage through the firm structure
Required teaming with a senior advisor on first two deals
Custom invitations may waive or adjust any of these terms
Full terms, schedules, and disclaimers are in the Advisor Services Agreement you'll review and sign in the next step.
Ready when you are
Review the contract, sign, and you're in.
The next page walks you through the full Baton Strategies Advisor Services Agreement and lets you sign it digitally — no commitment until you confirm.
Review & sign the advisor agreementQuestions first? Book a call with Baton leadership