G.B.O.S.SPlatform
Grand Business Operational Software Suite
Enterprise-grade AI-powered solutions designed for business brokers, M&A professionals, business consultants, exit planning advisors, financial advisors, and business owners. Streamline exit planning, valuations, and client relationships with intelligent automation built on IBM's trusted AI technology.
Our Suite of Apps
Intelligent Tools for Every Stage
A unified suite of AI-powered applications for business owners planning their exit, and the advisors, consultants, and brokers who guide them through the process.
Exit Planning
Comprehensive business exit strategy planning powered by AI. Help business owners prepare for successful transitions with data-driven insights and personalized roadmaps.
- AI-Powered Analysis
- Custom Roadmaps
- Timeline Planning
- Value Optimization
Valuations
Professional business valuation tools utilizing advanced AI models. Generate accurate, defensible valuations with comprehensive market analysis and comparable data.
- Market Comparables
- Financial Modeling
- Risk Assessment
- Report Generation
CRM
Purpose-built customer relationship management for advisors and brokers. Track deals, manage client relationships, and streamline your pipeline with intelligent automation.
- Deal Pipeline
- Client Management
- Task Automation
- Activity Tracking
GSign
Secure digital signature solution for business documents. Streamline contract execution with legally binding e-signatures, document tracking, and audit trails.
- E-Signatures
- Document Templates
- Audit Trails
- Multi-Party Signing
Marketing
AI-powered marketing automation and content creation. Design campaigns, manage social media, and create professional marketing materials with intelligent assistance.
- Campaign Manager
- Social Media
- Email Marketing
- GCanvas Designer
Scribe
AI-powered transcription for live in-person meetings. No Teams or Zoom needed—just open your browser, start recording, and get real-time transcription with IBM Watson plus M&A-focused AI analysis.
- In-Person Meeting Capture
- Real-Time Transcription
- AI Deal Analysis
- Action Items
Prospector
Sales pipeline generation with integrated softphone capabilities. Manage leads, make calls directly from your browser with Twilio integration, and leverage AI-powered real-time transcription for call intelligence.
- Lead Management
- Browser Softphone
- AI Transcription
- Call Intelligence
Why Choose GBOSS Platform?
Purpose-built for professionals and business owners who demand excellence
AI-Powered Intelligence
Powered by IBM watsonx.ai, the same enterprise AI trusted by major financial institutions. Your data runs in dedicated isolated environments, processed only in-memory and never stored or used to train models.
Enterprise Security
Financial-grade data protection with FIPS 140-2 validated encryption and infrastructure-level double encryption. SOC 2 compliant with role-based access controls.
Business Growth Focus
Every tool is designed to help professionals serve clients better and help business owners make informed decisions about their company's future.
Industry Expertise
Developed in partnership with business brokers, exit planning advisors, financial consultants, and business owners in the Edwardsville, IL and greater St. Louis metro area.
Cloud-Native Platform
Hybrid cloud architecture built on Kubernetes, leveraging modern containerized microservices for enterprise-grade scalability, high availability, and seamless deployments.
Data-Driven Insights
Transform raw business data into actionable insights with advanced analytics, benchmarking, and market intelligence.
Exit Planning
Prepare for a Successful Business Transition
Our AI-powered exit planning platform helps business owners and their advisors navigate the complex process of preparing a business for sale or transition. From initial assessment to final transition, every step is streamlined with intelligent automation.
- Comprehensive business readiness assessments
- Personalized exit timeline planning
- Value gap analysis and improvement roadmaps
- Document preparation and organization
- Stakeholder communication templates
- Tax optimization strategy insights
Frequently Asked Questions
IBM watsonx.ai analyzes thousands of successful business exits to provide personalized recommendations, identify potential issues early, and generate customized documentation that would typically take weeks to prepare manually.
The platform is designed for business owners planning their exit, as well as exit planning advisors, financial advisors, business consultants, and brokers who guide them. It works for small to mid-market businesses across all industries.
While every business is different, our platform typically reduces the exit planning timeline by 40-60%. Most comprehensive exit plans can be developed in 2-4 weeks instead of months.
Business Valuations
Accurate, Defensible Valuations in Minutes
Generate professional business valuations using AI-powered analysis of financial data, market comparables, and industry benchmarks. Deliver comprehensive reports that stand up to scrutiny from buyers, lenders, and advisors.
- Multiple valuation methodology support
- Real-time market comparable analysis
- Industry-specific risk adjustments
- Professional PDF report generation
- Sensitivity analysis and scenarios
- Historical valuation tracking
Frequently Asked Questions
The platform supports Discounted Cash Flow (DCF), Comparable Company Analysis, Asset-Based Valuation, and Industry-Specific multiples. The AI recommends the most appropriate method based on the business type and available data.
We aggregate data from multiple proprietary and public sources including transaction databases, industry reports, and economic indicators to ensure accurate and current market comparisons.
Our valuations are designed to be comprehensive and defensible. While they may need to be certified by a credentialed appraiser for certain legal or financing situations, they provide an excellent foundation and significantly reduce preparation time.
CRM for Advisors & Brokers
Purpose-Built Deal Management
Unlike generic CRM platforms, GBOSS CRM is specifically designed for business advisors and brokers. Track engagements, manage client relationships, monitor deal progress, and automate follow-ups all in one integrated platform.
- Deal pipeline visualization and tracking
- Automated buyer-seller matching
- NDA and document management
- Integrated communication history
- Commission tracking and forecasting
- Mobile-friendly deal access
Frequently Asked Questions
GBOSS CRM is built specifically for business advisors and brokers. It includes features like engagement management, client qualification workflows, NDA tracking, and deal calculations that generic CRMs simply do not offer out of the box.
Yes, the platform supports importing from Excel, CSV, and direct integration with popular CRM platforms. Our onboarding process ensures all your historical data is preserved.
The platform is fully responsive and works seamlessly on mobile devices. A dedicated mobile app is on our roadmap for future release.
GSign E-Signatures
Secure Digital Signatures for Deal Documents
Streamline your deal closings with legally-binding electronic signatures. GSign is built specifically for M&A transactions, offering secure document signing, multi-party workflows, and complete audit trails for NDAs, LOIs, and closing documents.
- Legally-binding e-signatures
- Multi-party signing workflows
- Document templates for common agreements
- Complete audit trail and compliance
- Integration with GBOSS CRM
- Mobile signing capability
Frequently Asked Questions
Yes, GSign signatures are fully compliant with ESIGN Act, UETA, and international e-signature regulations. Every signature includes a complete audit trail with timestamps, IP addresses, and authentication records.
Absolutely. GSign includes a template builder for creating reusable NDA, LOI, and contract templates with drag-and-drop signature fields, date fields, and custom data entry points.
GSign integrates seamlessly with GBOSS CRM. You can send documents for signature directly from deal records, and signed documents are automatically attached to the relevant contacts and listings.
Marketing & Content Studio
AI-Powered Campaign Creation
Create professional marketing materials, manage social media campaigns, and design compelling content with AI assistance. From listing brochures to email campaigns, Marketing Studio helps you reach buyers and sellers effectively.
- AI-generated marketing copy
- Professional listing brochure templates
- Social media scheduling and management
- Email campaign automation
- GCanvas drag-and-drop designer
- Performance analytics and tracking
Frequently Asked Questions
GCanvas is our built-in design studio that lets you create professional marketing materials without design experience. Use templates or start from scratch with an intuitive drag-and-drop editor for brochures, social posts, and more.
Yes, IBM watsonx.ai can generate compelling, accurate listing descriptions from your business data. Simply provide the key details and the AI creates professional marketing copy that highlights the opportunity.
Marketing Studio currently supports LinkedIn, Facebook, and Twitter/X for scheduling and posting. Instagram support is coming soon. You can also create content for manual posting to any platform.
Scribe Meeting Intelligence
In-Person Meeting Transcription for M&A Professionals
Unlike Teams or Zoom transcription, Scribe is designed for live in-person meetings. Simply open your browser on any device with a microphone, start recording, and capture your client conversations with real-time IBM Watson transcription. No video conferencing software needed—perfect for coffee shop meetings, office consultations, and on-site visits.
- Works for in-person meetings (no Teams/Zoom)
- Browser-based—no software to install
- Real-time transcription via IBM Watson
- M&A-specific meeting templates
- AI-generated summaries and action items
- Draft follow-up email generation
Frequently Asked Questions
Scribe is specifically designed for in-person meetings where you are not using video conferencing software. Just open Scribe in your browser on a laptop, tablet, or phone, and it captures the live conversation in the room. Perfect for client meetings, site visits, and face-to-face discussions.
Scribe includes specialized templates for Seller Discovery Calls, Buyer Qualification Meetings, Valuation Reviews, Due Diligence Sessions, Deal Negotiations, Lender Discussions, and General Advisory Meetings. Each template focuses the AI analysis on relevant deal aspects.
Just a modern web browser and a device with a microphone. Scribe works on laptops, tablets, and smartphones. No software installation required—simply log in and start recording your in-person meeting.
Prospector Sales Intelligence
AI-Powered Lead Generation & Calling
Generate and manage your sales pipeline with integrated softphone capabilities. Make calls directly from your browser using Twilio, get real-time AI transcription during calls, and leverage call intelligence to identify opportunities and handle objections effectively.
- Browser-based softphone—no hardware needed
- Real-time call transcription via IBM Granite
- AI-powered battle cards for objection handling
- Lead and prospect management
- Call logging and activity tracking
- Pipeline analytics and reporting
Frequently Asked Questions
Prospector uses Twilio Voice SDK to enable calls directly from your browser. Simply connect your headset or use your computer audio, and make outbound calls to prospects without any additional hardware or phone lines.
During live calls, IBM Granite Speech provides real-time transcription. The AI analyzes the conversation to detect objections and automatically surfaces relevant battle cards with suggested responses, helping you handle difficult conversations effectively.
Yes, Prospector supports importing leads from Excel, CSV files, and integrates with GBOSS CRM. You can also manually add prospects or use our list building tools to identify potential targets.