Buying or Selling? Build the Plan That Closes the Deal
Acquiring a business or preparing to exit — get the lender-ready acquisition plan or buyer-ready memorandum, backed by financials that justify the price and stand up to due diligence.
Get Started →What Buyers, Sellers & Lenders Expect — Built In
Acquisition Plans for SBA 7(a)
Buying a business with an SBA 7(a) or acquisition loan? Get the lender-ready plan that shows how you'll run and grow the business post-purchase — the document the bank requires.
Valuation-Supporting Financials
Whether you're buying or selling, defensible 3-year projections — calibrated on live data from 5,000+ businesses we account for — justify the price on the table.
Seller's Information Memorandum
Selling up? Present your business the way serious buyers expect — a clear, professional memorandum that surfaces the value and drives competitive offers.
Transition & 100-Day Plan
Show lenders and counterparties a credible handover: how the business keeps trading, retains customers, and grows through the change of ownership.
Due-Diligence Ready
Clean financials, clear assumptions, and a coherent narrative that stands up when the other side's advisors start digging.
Done-With-You or Done-For-You
Build it yourself with the toolkit, add an MBA review, or have our team write the full acquisition or sale plan for you in days.
Close Your Deal With Confidence
Whether you're buying or selling, give every party the numbers-backed plan the deal needs.
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