“An NDA is a promise, not a protection. It tells a buyer what they’re not allowed to do with your seller’s information. It doesn’t stop them from doing it.
Every deal, brokers handle the most sensitive information a business owner will ever share: financials, tax returns, customer lists, employee records, bank details. It moves by email, shared drives, and data rooms, going out to buyers, lenders, and QOE teams, and increasingly through AI tools. One forwarded file or an over-shared folder can reveal that a business is for sale, rattle employees and customers, hand a competitor an edge, or sink the deal.
In this session, we get practical about protecting confidential information across a broker’s real workflow: how leaks actually happen, what ‘reasonable security’ looks like when a seller asks, and how to hold one consistent standard everywhere a document moves, whether internally, when you share externally, or when AI enters the picture. You’ll leave with a checklist you can apply to your very next listing.”
