K
Katie Jordan
SimpleCEPA.ai
London, TX · 8 yrs experience · Team of 2
#58 of 277 Texas Business Brokers
4/10 Visibility ScoreWhat drives this score →
- ✓IBBA tenure
- ✓Industry certifications (CBI / M&AMI / Fellow)
- ✓Website & phone listed
- ○Profile claimedClaim your free profile.
- ○Profile photo uploadedUpload a headshot from your dashboard.
- ✓Bio written (50+ characters)
- ○Closed deals loggedAdd your closed deals from your dashboard.
- ○Client reviewsRequest reviews via your dashboard's share toolkit.
- ○Strong Google ratingThis comes from your public Google Business rating.
This profile is unclaimed — claimed brokers score roughly 2x higher on average. Is this you? Claim it free →
ListedIBBA MemberCBIBEI
At a glance
Experience8 yrs
IndustriesExit Planning · Business Brokerage · M&A Advisory · AI-Enhanced Deal Workflows +1
From the broker
“Katie Jordan is a CBI and Certified Exit Advisor based in London, Texas, with eight years of experience in business brokerage. As founder of SimpleCEPA.ai, she develops AI tools and workflows designed to help exit advisors, business brokers, and M&A professionals improve deal flow and scale their practices. Jordan specializes in leveraging technology to enhance advisory processes—from prospect engagement and owner readiness through diligence and close—while keeping human judgment central to the deal.
— Katie Jordan, in their own words. Claims in this section are the broker's and are not independently verified. · Visit broker's website ↗
Verified client reviews
