M&A Membership

Build your M&A Advisory practice with Stapleton Frost.

Protect your independence and long‑term earning power—AI may change the industry, but it will never replace those who run their own advisory practice.

Enjoy low startup costs, powerful tools, no franchise fees, no long‑term contracts, and industry‑leading payouts.
 
Proud members of the IBBA and M&A Source.

Location Availability

Available in the following States:

Alabama, Arkansas, Connecticut, Delaware, Florida, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Mexico, New Hampshire, New York, North Carolina, North Dakota, Pennsylvania, Ohio, Oklahoma, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington and West Virginia.

What's included

• Stapleton Frost branding
• Stapleton Frost business email account
• Digital business card
• Phone forwarding from our switchboard
• Deal management tools and templates
• Access to our forms and contracts library
• Valuation guidance and support
• CIM and marketing materials support
• CRM setup and support
• Deal financing support
• Document management resources
• Access to new platform offerings

FAQ

Click Here to sign up and read the terms and conditions of our membership platform. After you pay the initial platform fees you will receive verification of your membership via email and login information once your account has been activated, typically within 24 hours, but sometimes much quicker.

We provide M&A services in: Alabama, Arkansas, Connecticut, Delaware, Florida, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Mexico, New Hampshire, New York, North Carolina, North Dakota, Pennsylvania, Ohio, Oklahoma, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington and West Virginia.

No. Our M&A Consultants are not typically licensed or registered to provide this service; however, one of our Principals is FINRA‑registered and can work directly with your client when private capital needs to be raised. While regulations prohibit paying you a commission on securities transactions, it is permissible to pay a standard, non‑percentage‑based referral fee. Accordingly, we compensate you with a flat referral fee for any clients you refer who require private capital raising.
Yes. After you’ve been with us for six months, have at least one deal on the books, and meet our qualification criteria, we can sponsor you through our Broker/Dealer relationship to begin the training and exams required to become a Registered Investment Banker and Placement Agent.
We charge a monthly platform fee of $195, which covers all services included in our platform. Your monthly billing begins in your second month on the platform, which you will activate via Stripe, our payment processor.

No, but we recommend joining IBBA and M&A Source using our discounted rate. If you’re interested, we’ll provide the details during your initial signup meeting.

Yes — you may cancel at any time with 90 days’ notice. Please note that we do not offer refunds, and your account must be current with no outstanding balance at the time of cancellation.
We aim to be fully transparent. There are no additional charges or hidden fees to access our platform. If you choose to pursue optional items—such as advertising, professional memberships, licensing, or forming a business entity—those costs would be your responsibility. However, we provide everything you need to get started without requiring any of those extras.
We provide advertising for our main websites and all collective listings, and we give you a dedicated listing site to post your deals. We also send targeted emails to vetted buyers and sellers in your state to help generate activity and keep deals flowing.
We believe our work is naturally resistant to AI disruption. M&A is fundamentally a relationship‑driven business, where trust, judgment, and personal interaction matter. Even the best AI tools carry security and confidentiality risks, and when clients are buying or selling a business, discretion is paramount. That level of trust and confidentiality requires a personal touch—not automation.

Yes — you may represent buyers and sellers of business assets in the states where we operate. However, you may not sell or transfer real estate or securities. If you’re unsure about the difference between business assets, real estate, or securities, please contact us for clarification.
Yes. We offer a range of resources to help your clients secure financing. One of our Principals, Mike Stapleton, is a Registered Investment Banker and can work directly with you and your clients to review financing options.

No, we only operate in States that do not require a real estate license to sell a business. 

For all asset‑based sales, we collect the full commission on your behalf and distribute 80% to you via the bank account of your choice once the funds have cleared—typically within three business days. You will also receive a detailed itemization of the transaction.