The SMB Deal Hunter Podcast

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

21 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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ANECDOTE

Quick Start From A Chance Meeting

  • Alejandra got her start after a chance elevator meeting and quickly sold an auto repair shop within months.
  • That early sale taught her the appeal of helping foreign nationals and accelerated her entry into brokerage.
INSIGHT

Brokers Manage The Messy Middle

  • Brokers juggle many roles including managing advisors and attorneys to keep deals moving.
  • A key broker function is aligning expectations across all parties to prevent deal-killing demands.
ADVICE

Bring Financials And A Lender Early

  • Prepare thorough financials and involve a lender early so you know what the market and SBA will accept.
  • If sellers are ready, the prep-to-market timeline can be as short as two months.
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