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Day 1: you're in, and we get to work.
You sign, and we book your onboarding call. On that call we lock your buy box: where you want to buy, what kind of business, and the size you qualify for, so the deals you see fit you. You leave with your own Slack channel, where your deals and updates land, and a short list of documents to send us.
- Your buy box, set on the onboarding call
- Your own Slack channel with the team
- Your document list for pre-qualification
Pre-qualified, so you know what you can buy.
Not sure you can even get an SBA loan? We take your documents to an SBA lender or loan broker and get you pre-qualified, so you know your real buying power. Then we build your buyer profile, website and data room so brokers and sellers see a serious buyer, and an associate from our deal team starts getting deals in front of you.
Vetted deals start landing in your channel.
Buyers tell us, "I just can't seem to find the right deals." Finding them is your associate's job: working brokers and listing sites, getting confidentiality agreements (NDAs) signed and pulling the numbers. Deals that pass our vetting land in your channel as a short video walkthrough, and you just tap yes or no.
Seller calls, set up for you.
Say yes to a deal and we set up a call with the seller, usually with the broker on too. You get our question list plus questions built for that one deal, so you walk in knowing what to ask. You build the rapport, and we handle the setup and the follow-up.
Signed LOI: the seller says yes.
We run the numbers on what you learned on the call and show you whether the deal makes sense and what to offer. We write your formal offer, the letter of intent (LOI): price, seller note, working capital and transition, all built around the cash flow you want. Then we handle the back and forth with the broker until it's signed, or you decide to move on to the next deal.
The lender says yes.
We build your full SBA package: summary, financial models, projections, business plan and loan request, the kind of package you'll see a lender praise below. Then we take it through the lender's credit team for a credit-approved term sheet, their commitment that your deal can be funded. We walk you through it before you sign anything.
Through due diligence to closing day.
We bring in legal and financial due diligence, open a thread with your lender, and run weekly calls with you, the seller and the broker. The seller has a stack of documents to send, and we chase every one, so you show up to the closing table without carrying it all yourself.
You own it.
You get the keys and run your business. You keep the team on call for advice, plus monthly owner roundtables where you learn from clients who closed months or years before you. When you're ready for the second one, bring us back in and we do it all again.
