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
Ready to Build Your Team?
Tell us about the deal — we'll scope the right team and have intro calls scheduled within 48 hours.
