Harvest Acquisition — Broker Dashboard

Seller Progress Overview

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All Sellers

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💬 Messages

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New Message to Seller

Seller sees this next time they open their checklist.

CBR Generator

Load a seller from D1 to auto-populate their data, then generate a professional Confidential Business Review draft ready to share with qualified buyers.

Load seller from database

1 Business overview

Business name

Owner name

Location (city, state)

USDA / FDA Est. #

Business description

2 Financial snapshot

Annual revenue

Net income / margin

Asking price

Additional financial context

3 Key selling points

Bullet points — one per line

4 Deal context

Reason for sale

Deal structure preference

Growth opportunities / upside

CBR Draft — Review before sharing with buyers

Transaction Tracker

Track every deal from first contact to closing. Upload signed documents directly to each stage.

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Overall Progress

Checklist Items

Uploaded Files

Seller Notes

💬 Messages

1 Business overview

2 Financial snapshot

3 Key selling points

4 Deal context

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Overall Progress

Checklist Items

Uploaded Files

Seller Notes

💬 Messages

1 Business overview

2 Financial snapshot

3 Key selling points

4 Deal context

Recently Generated