About First Choice Business Brokers
First Choice Business Brokers (FCBB) is a premier business brokerage and mergers and acquisition (M&A) firm that facilitates successful transactions by connecting qualified buyers and sellers. At the center of their Las Vegas office is Trent Lee, a hands-on business broker who manages the full lifecycle of every deal, from valuation to closing. Most of Lee’s clients are business owners going through a sale for the first time, and he prides himself on delivering a seamless, professional experience.
The challenge
Lee often runs several deals at once, each involving sensitive documents and multiple stakeholders: buyers, sellers, lenders, and attorneys. Managing this information flow with traditional methods was fragmented, created confusion, and slowed down deals.
“Before using DocSend, I relied on email and shared folders. It was messy. Files would get lost, and there were too many versions,” Lee explains. “I had no way to see if someone actually looked at the documents or how much time they spent reviewing them. I needed one place where everything could live and be shared in an easy and secure way.”
The solution
Lee needed a platform that balanced robust security with simplicity. After evaluating several options, he decided on DocSend’s Virtual Data Room (VDR), which offered exactly that.
“I chose DocSend because it was easy to use. I didn’t want a system that felt heavy or hard to learn. DocSend gave me one link, one data room, and total control,” Lee says.
The clean, intuitive interface required no training. Buyers, sellers, and bankers could access all the necessary files instantly, without confusion. For Lee, adopting DocSend gave him immediate peace of mind when sharing critical business information.
I chose DocSend because it was easy to use. I didn’t want a system that felt heavy or hard to learn. DocSend gave me one link, one data room, and total control.
Q&A: The real-world impact of using DocSend
We sat down with Lee to talk more about how DocSend and its powerful features have transformed his deal-closing process.
DocSend offers a range of innovative features, including the ability to track views. How has this helped you manage your deals, particularly in the early stages of the sales cycle?
The ability to track views has been exceedingly useful. If a buyer spends twenty minutes on the Confidential Information Memorandum (CIM), I follow up right away. If someone never opens the link, I don’t waste time chasing them. This alone has sped up deals.
We know that managing version control can take a lot of time, especially with multiple stakeholders involved. How did moving to DocSend change that?
Deals move smoother because everyone has what they need in one place. It saves time going back and forth and has definitely made my workflow faster.
Which feature has had the biggest impact on you and your business? Why is it so important?
Security is a big deal in my line of work. We share tax returns, payroll records, bank statements, and other private information. I need to know it’s safe. I feel confident sharing data through DocSend—it gives me control over who sees what and for how long.
How was transitioning your clients to DocSend?
It was easy to get started—I sent one link, and people understood it right away. I didn’t have to train anyone. And my clients like how clean and simple it looks.
Adopting any new platform comes with questions. What was your experience like with DocSend when you needed answers?
The support team is incredibly helpful. When I had a question about permissions, they walked me through it quickly and clearly.
Results: faster deals, greater trust, and more professionalism
Since moving to DocSend, Lee has seen significant improvements:
Faster deal cycles, thanks to instant document access and actionable tracking data
Higher client satisfaction from buyers, sellers, and banks
Enhanced reputation that helps set him apart in a competitive market
“DocSend has helped me close deals faster and made my process more polished and professional,” Lee says. “It has also helped me stand out with buyers and sellers because it shows I run an organized deal process from start to finish.”
If another firm is thinking about DocSend, I’d tell them it’s worth it. The biggest benefit is speed and clarity. Everyone sees the same thing, in the same place, in real time. It cuts down on confusion and builds trust.