[1]
Intro call
Tell me about yourself, your goals, and any businesses you're considering. We'll define exactly what to look for and how we can best work together.
[2]
Evaluate the business
We dig into the numbers together: the real cash flow, the add-backs that hold up, customer concentration, and potential risks that lenders will scrutinize.
[3]
Partnership decision
If the deal is solid and we're a good fit, I'll offer to invest alongside you for a 15% to 19% stake. You stay firmly in control as the majority owner.
[4]
SBA navigation
I'll help you prepare your package, understand lendability requirements, and connect you with bank partners I've successfully closed with before.
[5]
Close the deal
From the final purchase agreement to the walkthrough and closing day mechanics, I'm with you through every signature and bank wire.
[6]
Monthly guidance
After closing, we meet monthly to review financials and tackle the inevitable challenges of ownership. You run the company; I'm in your corner.