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.
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.
DIY, Pro, or Done-For-You
Build it yourself with the toolkit, go Pro for the full engine and lender-ready packaging, or have our team write the full acquisition or sale plan in days.
Close Your Deal With Confidence
Whether you're buying or selling, give every party the numbers-backed plan the deal needs.
Get Started →Prefer to talk it through? Book a free call