Your Full Deal Team

    Lender, QoE analyst, M&A attorney, transaction CPA, and advisors — coordinated around your acquisition from LOI to close.

    Who's on Your Team

    We assemble the right specialists for your deal size, industry, and structure — and quarterback the workflow so nothing falls through the cracks.

    SBA & Acquisition Lender

    Matched lender that fits your deal size, industry, and structure — with pre-qualification before LOI.

    Quality of Earnings Analyst

    Independent QoE to validate EBITDA, normalize add-backs, and set a defensible working capital peg.

    M&A Attorney

    Transaction counsel for LOI, APA/SPA, escrow, reps & warranties, and closing.

    Transaction CPA

    Tax structuring, 338(h)(10) elections, purchase price allocation, and post-close accounting setup.

    Business Plan & Projections

    Lender-ready business plan, three-statement model, and 5-year projections to support underwriting.

    Insurance & Risk Advisor

    Key-person, life-of-loan, general liability, and rep & warranty insurance coordination.

    Why a Coordinated Team Wins

    One coordinated team instead of six separate vendors
    Pre-vetted specialists who close deals every week
    Faster timelines from LOI to funding
    Single point of contact for the entire transaction
    Aligned incentives — we only win when you close
    Scoped, fixed-fee engagements wherever possible

    Ready to Build Your Team?

    Tell us about the deal — we'll scope the right team and have intro calls scheduled within 48 hours.