Acquisition Financing Advisory

You've got the deal.
Get the capital to close it.

A dedicated advisory service for serious buyers who have found a business to buy — and need the right financing structure to close.

Engagement Fee
$2,500
Success Fee
2% · $15K floor
Deal Size Sweet Spot
$1M – $10M
Transferable Credit
$2,500 to Full-Service

Who This Is For

Built for buyers who need that extra bit of help to get to the finish line.

Our Capital program is for buyers who've done the work — identified a deal, assessed the fit — and now need a clear path to financing it.

You've got an operator background

You've run teams, managed P&Ls, or led operations. Likely exiting corporate, winding down a partnership, or looking for your next chapter on your own terms.

You've got a $1M-$10M deal in hand

You've found the right business for you. You have some personal capital but know debt financing is part of the picture, but just aren't quite sure how to go about finding the right lender for your deal.

You're not looking to overpay

You want to know how to build a capital stack that gets you a seat at the table, without blowing up your returns or making mistakes you didn't know were there.

What's Included

Everything you need from application to close.

Access expert tooling within your premium platform subscription, plus a dedicated advisor for 1:1 guidance and support.

Dedicated lender application management

We handle the paperwork, the follow-ups, and the relationship — so you're not chasing banks while trying to run due diligence.

Bank outreach & lender negotiations

We go to market on your behalf — identifying the right lenders for your deal profile and negotiating terms you'd struggle to get alone.

LOI drafting & deal structuring support

Build a deal structure that works — for the seller, for the bank, and for your income requirements. Then put it in writing with an LOI that holds up.

Full platform: 60,000+ listings + AI deal analysis

Access the deal management dashboard, AI-powered SWOT and financial analysis, deal structure calculator, and deal-flow matching. Manage your search, from identifying a deal, tracking status, evaluating the opportunity and making the offer.

Weekly open office hours + community

Friday group coaching at 9:00 AM MST. Stay connected to buyers at every stage — and learn from the ones ahead of you.

How It Works

From engagement to funded deal.

A structured process — because buying a business is not something you wing. Here's what working with us looks like from day one.

1

Qualify and onboard

We start with a candid conversation about your deal, your background, and your capital situation. Acquisition Financing Advisory is for buyers targeting $1M–$10M — so if the fit is there, we move fast.

2

SBA pre-qualification

Understand what you can borrow before you fall in love with a deal. We get you pre-qualified early — so you're not discovering your financing ceiling at the LOI stage.

3

Structure the deal

We work through the capital stack with you — seller financing, SBA debt, equity — modelling scenarios until you have a structure that works for your income needs and return expectations.

4

LOI and close

Draft an offer that reflects the structure. Negotiate with confidence. Navigate due diligence with guidance and get to closing. Our 2% success fee (minimum $15K) only applies when you close.

5

Lender management

We go to the market for you. Bank connections, lender applications, term sheet negotiations — handled by advisors who have worked in banking for years and know what lenders want to see.

💳

Your $2,500 engagement fee is fully transferable.

If you move to Full-Service or Enterprise, the full $2,500transfers as a credit. You're not starting over — you're building toward the right level of support.

Ready to get the deal funded?

Talk to a VW advisor about Acquisition Financing Advisory. One conversation to see if it's the right fit.

Book a Call

Questions? Email us at [email protected]