Our Services

Get in touch today to discuss how our expert consultants can provide tailored solutions to drive your business forward. Our dedicated team is ready to assist with any inquiries and ensure your consulting needs are met with precision.

Business Acquisition Underwriting

Starting at $1,000

  • Assess business alignment with your personal goals and lifestyle.

  • Analyze up to three years of tax returns and financial statements (last three annual and YTD periods) prepared by the company or CPA to evaluate cash flow.

  • Compare financial performance to industry averages to assess efficiency.

  • Conduct UCC and tax lien searches to identify potential legal claims (depending on the state).

  • Develop Pro-Forma balance sheets to evaluate post-acquisition financial health.

  • Perform historical DSCR analysis to assess cash flow surplus.

  • Evaluate Account Receivable and Account Payable agings reports.

  • Assist with business plans and projected cash flow for lender requirements.

  • Review purchase agreements, leases, debt schedules, and seller carry notes.

  • Compile a comprehensive question list for the seller, broker, and involved parties to ensure thorough due diligence.

  • Discuss additional tailored services during the initial consultation.

SBA & Business Acquisition Consulting

$150 per hour

  • Understand SBA loan programs – eligibility, benefits, and lender expectations

  • Navigate the SBA loan process – step-by-step guidance for securing financing

  • Prepare a strong SBA loan application – ensure compliance with lender and SBA requirements

  • Identify risks in your business plan or acquisition – avoid costly mistakes

  • Clarify required documentation – streamline your loan approval process

  • Evaluate deal structure options – SBA financing, seller financing, conventional loans, private investors

  • Get due diligence support – uncover red flags and assess business sustainability

  • Receive expert feedback on your deal – SBA and non-SBA deal analysis

  • Develop a clear action plan – confidently move forward with financing and acquisition

Business Underwriting Courses - Coming Soon!

Coming soon!

  • Learn the skills to confidently underwrite business acquisition deals yourself.

  • Stay tuned for course details and be ready to take control of your business acquisition journey!

Schedule a complimentary consultation