Stop Buying Businesses Alone.
Most people who try to acquire a small business fail — not because the deal was bad, but because they didn't have the right team behind them. Wrong lenders. No leverage. No support after closing.
Mark and Katie Fleming built Owner Actions to fix that. We co-invest, guide you through SBA financing, handle your back office, and market your business — so you can focus on what you do best: running it.
CFA · FRM · CM&AA
Certified Experts
20+ Years
Investment Experience
$1.5M+
Min. Target Size
No brokers. No middlemen. Direct partnership with Mark & Katie.
Pre-Acquisition
Before you own a business, a lot has to go right. We guide buyers through every step — from finding the right deal to securing funding and validating the numbers.
The Owner Actions Partner Program
Buying a business alone is one of the hardest things a person can do. Finding the right deal, navigating SBA financing, managing due diligence, structuring the transaction, and then actually running a business day one — it's a lot. Most people either give up or make costly mistakes along the way.
The Owner Actions Partner Program was built to change that. We co-invest alongside qualified partners, bring our capital and expertise to the table, and stay actively involved long after closing. You own and operate the business — we handle the infrastructure that makes you successful.
How It Works
Apply & Qualify
Submit your application. We review your background, financial position, and goals to determine fit.
Find the Right Deal
We search together for a business that matches your skills, location, and investment range.
Close with Confidence
We guide you through SBA financing, due diligence, and the full acquisition process side by side.
Grow with Support
Post-closing, we stay active — providing financial oversight, marketing, and operational guidance.
What Partners Receive
Your Partners: Mark & Katie Fleming
Mark Fleming
CFA, FRM — President
20+ years in investment management and business advisory. Mark has guided ultra-high-net-worth clients through complex financial decisions and brings deep expertise in deal structuring, DSCR analysis, and SBA financing strategy.
Katie Fleming
CM&AA — COO
A seasoned operator with expertise in business development, SaaS, and operations. Katie manages day-to-day systems, partner relationships, and marketing — ensuring every business we touch has the infrastructure to scale.
Ready to stop going it alone?
Applications are reviewed on a rolling basis. Spots are limited.
SBA Loan Assistance
We match buyers with the right SBA lenders, prepare documentation, and guide them through the 7(a) loan process from start to approved.
Learn more →Deal Evaluation
Our Business Review service analyzes financials, market position, and risk factors — giving you an honest expert opinion before you sign.
Learn more →Business Plans
We create professionally written, lender-ready business plans tailored to your acquisition — built to impress banks and set you up for growth.
Learn more →Investment Opportunities
Not every investor wants to run a business day to day. We offer passive investment exposure to small business acquisitions managed by our team.
Investor Relations
We work with investors who want exposure to small business acquisitions without the demands of day-to-day ownership. Our team manages the portfolio with transparency, discipline, and a focus on long-term value creation.
- ✓Invest alongside experienced owner-operators
- ✓Passive returns — no operational involvement required
- ✓Transparent reporting and active management
- ✓Focused on proven, cash-flowing businesses
$1.5M+
Minimum business size we target
5+
Years in operation required
100%
U.S.-based businesses
Post-Acquisition
Closing is just the beginning. We stay active partners after the deal, helping businesses grow through expert financial management and full-service marketing.
Financial Services
From bookkeeping and cash flow monitoring to DSCR analysis and investment strategy, we offer comprehensive financial management so business owners can focus on running their company.
- ✓ Bookkeeping & reporting
- ✓ Payroll & payables
- ✓ Cash flow monitoring
- ✓ DSCR & investment analysis
Marketing Services
We provide full-service marketing for the businesses we own and those we serve — from custom websites and SEO to Google Ads, Meta Ads, Google Maps optimization, social posting, and GEO targeting.
- ✓ Custom & templated websites
- ✓ SEO & GEO targeting
- ✓ Google & Meta Ads
- ✓ Google Maps optimization
- ✓ Social media posting
Your Next Chapter Starts Here
Whether you're buying a business, investing passively, or looking to grow what you already own —
Owner Actions is your unfair advantage.