500+ closings across ecommerce, SaaS, digital, and traditional businesses.
Buying a business is one of the largest financial decisions most operators will ever sign their name to, and the path from letter of intent to funded wire is full of technical, financial, and strategic landmines that quietly kill otherwise promising deals. The QoE lands with a 12% adjustment the seller didn't flag. The lender's term sheet arrives with a fixed-charge covenant nobody modeled. The working-capital peg turns into a five-figure argument on settlement day. Reps and warranties come back weaponized in the first purchase-agreement redline. And the exclusivity window is closing.
Advisory is the trusted seat next to the buyer from first CIM to wire. We read the CIM with you, underwrite the target's financials, redline the LoI in 72 hours, chair the weekly diligence call, shop the capital stack across the lender desks that will actually take the file, and run the purchase-agreement fight line by line. One advisor, one workstream, one fee, across a transaction that otherwise sprawls across six vendors and two of your weekends.
Because we live at the intersection of financing and acquisitions, every read we give you is grounded in what lenders will actually fund and what real purchase agreements look like at the closing table. No academic structure memos. No deal math that collapses at credit committee.
We've closed 500+ acquisitions across ecommerce, SaaS, digital, and traditional services, from $750K mom-and-pop Shopify brands to $250M sponsor-backed platforms. Whether you're a first-time buyer making the jump into ownership or an experienced operator adding to a portfolio, the work is the same: informed decisions, fewer costly missteps, and a structure that holds up a year past close. Buyers who hire a real advisor move confidently from opportunity to ownership.
One senior advisor handles all four offerings, from engagement to close.
Helping draft and negotiate winning letters of intent that hold up through financing and diligence, including seller notes, earn outs, transition support, and exclusivity periods, the critical deal terms brokers are not structured to negotiate on the buyer’s behalf.
From deal structure to final terms, you’ll negotiate from a position of strength, backed by a Senior Advisor who has structured and negotiated countless deals.
We run point on due diligence: organizing requests, reviewing financials and operations, flagging risks, and translating findings into action. You’ll have a Senior Advisor in the room who has been through dozens of diligence cycles.
We run point on financing outreach and procurement across all three programs, then guide the deal from LOI to closing, so you get the right capital stack and a clear path to the finish line.
No divided loyalties, no listing relationships to protect. We work for you
Ecommerce and SaaS are our focus, not a side practice. Hundreds of deals deep, our Senior Advisors understand the metrics, risks, and value drivers that generalist advisors miss.
Dozens of active lender relationships, and we know which ones actually fund deals like yours. We take a targeted approach. We go directly to the lenders whose appetite, structure, and process fit your transaction.
our senior advisors have structured, financed, and closed countless deals across every industry and deal size. You get pattern recognition built over decades, applied to your transaction from day one.
We run point on diligence: requests, reviews, timelines, and follow-ups. Some buyers prefer to drive their own process, which is fine. When they need help, we’re there.
Buying a business is one of the most consequential financial decisions you’ll ever make. We’ve guided countless buyers through it, from first-time acquirers to seasoned operators, and we bring that depth of experience to every transaction we take on.
Anonymized.
A second-time founder came to us through our Capital Access Program after an LOI for a DTC supplements brand stalled in the fourth week of diligence. The business had $3.2 million in TTM EBITDA and a $14.8 million asking price. The QoE identified a $480,000 add-back dispute, the lender withdrew over concentration concerns, and the seller's counsel began re-trading the working-capital terms. We brought the deal to a targeted group of capital providers, received multiple term sheets, selected one, and closed the transaction in 32 days.
Acquisition Advisory includes business vetting, deal structuring, lender matching, financing strategy, and legal coordination, managed from initial consultation through closing. For sellers, we also support buyer qualification and exit planning.
Ideally at the beginning of your search, so financing strategy and deal structure are aligned before submitting a Letter of Intent.
We provide access to a broader range of financing options and have far more expertise in deal vetting and structuring, resulting in greater certainty of closing.
We charge a $2,500 upfront retainer and a monthly advisory fee, which varies based on the scope of the engagement.
Yes. We work with both first-time buyers and experienced operators. For first-time buyers, we help vet acquisition opportunities, shape viable deal structures, and position the deal for lender approval.
You hand the financing process to us. We select the lender partner, manage underwriting, and execute the close. Because the upfront work is already done on both you and the business, the deal moves on a predictable timeline with a high probability of funding.
Tell us what's on your desk: a CIM, an LoI, a stalled diligence file. A senior advisor will return a written read with a view on fit, timeline, and what we'd do in the first week.
Diligence, valuation, legal, and tax: the long-form versions.
The complete business acquisition due diligence guide — financial, operational, legal, IP, and industry-specific diligence for acquisition buyers, with timeline and deal term implications.
The complete business valuation guide for acquisitions — SDE vs EBITDA, category multiples, what drives multiples up or down, and how to build your independent valuation analysis.
The complete guide to legal considerations in business acquisitions — entity formation, LOI, APA, contract assignment, IP transfer, employment law, and post-close management.
The complete tax planning guide for business acquisitions — asset vs. stock purchase, purchase price allocation, entity structure, depreciation strategy, and exit planning.
The complete post-close acquisition success guide — from day one through multi-year value creation. The execution playbook for acquisition buyers who want to realize what they underwrote.
The complete guide to exit strategies for acquired businesses — sale to strategic buyers, MBOs, ESOPs, recapitalizations, and how to build maximum exit value during ownership.
A practical framework for identifying platform dependency, founder-centric operations, and financial noise before you acquire an online business.
Contribution margin by SKU, return rate by channel, supplier concentration, and eight more. Most buyers look at the wrong numbers until it's too late.
What to do in weeks one through twelve after wire hits. Vendor renegotiation, team retention, tech stack audit, and when to touch the ad account.
