KNOW YOUR REAL ACQUISITION BUYING POWER BEFORE YOU CHASE THE NEXT DEAL


Complete the Buyer Capital Snapshot & Pre-Qualification to understand what you can realistically buy, what SBA & non-SBA capital options may fit your profile, and whether there may be ways to reduce your out-of-pocket equity injections while strengthening your credibility with brokers, sellers, and lenders.

COMPLETE THE BUYER CAPITAL SNAPSHOT & PRE-QUALIFICATION

A GENERIC SBA PRE-APPROVAL LETTER ISN’T A CAPITAL STRATEGY.

Many buyers assume an SBA pre-approval letter means they are ready to move. But a generic pre-approval does not mean a lender will approve the specific deal, structure, industry, buyer profile, equity injection, working capital needs, or add-backs — and it does not mean SBA is the right fit for that specific opportunity.


Before you spend months reviewing CIMs and submitting LOIs, it helps to understand what you can realistically acquire based on your liquidity, credit, experience, target deal size, and capital strategy.


The Buyer Capital Snapshot & Pre-Qualification helps us understand your profile so we can point you toward the most realistic capital paths for your situation — whether that involves SBA, non-SBA financing, seller financing, private credit, family office capital, a hybrid capital stack, or another path.

WHAT WE HELP YOU UNDERSTAND

  • Your Realistic Acquisition Range
    What size business may actually fit your liquidity, credit, experience, and goals.

  • Your Capital Options
    What financing paths may be worth exploring beyond a generic SBA pre-approval.

  • Your Equity Injection Strategy
    Whether there may be ways to reduce your out-of-pocket cash requirement while still keeping the deal financeable.

  • Your Buyer Credibility
    How brokers, sellers, and lenders are likely to view your profile -- and how you can improve it.

  • Your Next Best Step
    Whether you should pursue a specific deal, improve your capital strategy first, or consider a more structured buyer support path.

STILL SEARCHING?

The biggest risk is spending time on opportunities that were never realistically a fit.


Before reviewing deals or submitting LOIs, serious buyers should understand what they can afford, how lenders are likely to view them, which deal structures are fundable, when SBA makes sense, and how to show up credibly with brokers and sellers.

HAVE A DEAL UNDER OR NEAR LOI?

At this stage, the question is simple:


Does this specific deal, for this specific buyer, have a realistic path to close?


We look at deal size, valuation, structure, cash flow, DSCR, lender fit, buyer liquidity, SBA vs. non-SBA viability, seller financing, and potential approval risks.


COMPLETE THE BUYER CAPITAL SNAPSHOT & PRE-QUALIFICATION