For business brokers and boutique M&A advisers
Discretion, from appraisal to settlement.
Listings, buyers, NDAs, offers and settlement in one private system. AML, ID and consent checks sit inside every deal, and your firm's data stays in Australia.
- Sydneyhosted, data in Australia
- Tranche 2AML checks on every sale
- CSVyour database in, gaps filled
A mandate for Harbourside Café moving from appraisal to exchange: appraised in August at an SDE of $168,400 and an asking price of $420,000, listed and matched to 14 buyers in September, six NDAs signed in October and exchanged in November at $405,000, earning the broker a $20,250 fee.
Sound familiar?
Your deals live in five different places.
A spreadsheet of buyers, an inbox of NDAs, a diary of deadlines and a CRM built for houses. Batonford puts the whole sale in one place.
From appraisal to settlement. Nothing in a spreadsheet.
Every step of a sale in one place, from the first conversation with an owner to the day the keys change hands.
Every mandate on one board, from appraisal to settlement. Drag a listing between stages and the dates stamp themselves. Warnings show when an agency agreement is about to end.
Buyers on your books suggested for each listing by budget, industry and region. Add them to the listing and track the NDA and IM for each one.
Offers, counters and acceptance on the listing. Conditions and exclusivity periods tracked to the day, and your fee worked out from the accepted price.
AML, ID checks, beneficial owners, the VIC s52 test and agent licences checked on each sale. Marketing consent checked before anyone is contacted.
My Work gathers your tasks and the reminders Batonford raises: agencies ending, NDAs to chase, conditions due, licences and ID checks to renew.
Up and running this week
Bring your book, start selling.
No implementation project. Export what you have today, bring it in and keep working your listings.
- 1Day 1
Bring your database
Contacts and businesses from a spreadsheet, a portal export or another CRM. Columns are matched for you and duplicates are merged, not doubled.
- 2Day 2
Set up your stages
Start from stages written for your country, then rename them, add your own fields and invite your team.
- 3Day 3
Work your listings
Your board, your buyers and My Work each morning. Batonford raises the reminders so nothing slips.
Compliance, inside the deal
The checks happen where the work is.
Not in a separate register you update on Fridays. Batonford looks at each sale as it moves and tells you what it needs.
You make the call
Suggestions show their reason. Override any of them and the override is recorded.
Warnings on the card
Licences expiring, agencies ending and checks missing show on the listing itself.
Records kept
Contacts can't be anonymised while a deal is live or their ID checks are still inside the AML retention period.
Made for where you sell
Local rules and local words, built in.
A sale settles in Sydney, closes in Toronto and completes in Manchester. Batonford speaks your market's language and follows its rules.
Australia
Tranche 2 AML, the VIC s52 vendor statement, agent licences and the Spam Act
New Zealand
Agent licences, the Unsolicited Electronic Messages Act and NZBN numbers
UK and Ireland
MLR 2017 AML, PECR and ePrivacy consent and completion, not settlement
US and Canada
CASL and CAN-SPAM consent, state and provincial licences and closing dates
Every firm starts with pipeline stages, regions, phone formats and registration numbers for its country. Contacts abroad follow their own country's rules.
Moving from spreadsheets or another CRM?
Bring your whole book in an afternoon.
Upload a CSV of contacts or businesses. Batonford matches columns, reads dates and phone numbers the way your country writes them and fills gaps in records you already have.
See contacts and import- Preview every row before anything is saved
- Matches existing records by email, phone, name or registration number
- Unmatched columns can become your own custom fields
Now in early access.
We're onboarding a small group of brokerages in Australia first. Early access firms get setup help, a direct line to the people building it and a say in what comes next.
Before you ask
The questions brokers ask first.
- Is this a real estate CRM with a new name?
- No. It's built around business sales: mandates and fee terms, SDE and add-backs, buyer budgets and industries, NDAs and IMs, offers with conditions and settlement.
- Can I bring my existing database?
- Yes. Import contacts and businesses from a CSV. You preview the matches first and existing records only have their gaps filled, so nothing you've already entered is overwritten.
- Where is our data kept?
- In Google Cloud's Sydney region. Every firm's records are walled off from every other firm's in the database itself, not just in the app.
- Does it handle Tranche 2 AML?
- It suggests when a sale is likely to be a designated service, tracks ID checks and beneficial owners and keeps records through the retention period. Your AML program and reporting stay yours.
- We sell outside Australia too.
- Batonford supports Australia, New Zealand, the UK, Ireland, the US and Canada. Each firm and each contact follows its own country's rules.
- Can it work out our fee?
- Yes. Flat percentage, fixed fee, tiered scales or Lehman and Double Lehman, with a minimum fee. Say whether stock and real estate count towards the price.
- What does it cost?
- We're agreeing pricing with our early access firms now. Book a demo and we'll talk numbers for a firm your size.
- Is there AI?
- It's on the way. We're building it on the records Batonford already keeps, and early access firms will see it first.
See it with your own listings.
A 20-minute walkthrough on deals like yours. No slides.