A loan officer reviewing a business loan file with a client
Lender Relationships & SBA Financing

Financing That Gets Deals to the Closing Table

We work with a range of business lenders who are experts in SBA 7(a) loans and other traditional and non-traditional financing for business transactions.

Most Deals Need a Lender. The Right One Matters.

A seller's price is only real if a buyer can finance it. Bringing experienced acquisition lenders in early means buyers are qualified before they see your books, and the deal does not stall in underwriting.

  1. SBA 7(a) loans

    The most common acquisition loan for small and mid-sized businesses, with longer terms and lower equity requirements.

  2. Conventional bank loans

    For larger or asset-heavy deals with strong collateral and cash flow.

  3. Seller financing

    A seller note can bridge a valuation gap and signal confidence to the lender.

  4. Non-traditional capital

    Alternative lenders and structures when a bank is not the right fit.

  5. Buyer pre-qualification

    Lender conversations up front, so offers come from buyers who can close.

A loan officer reviewing a business loan file with a client

Trusted by the Lenders Themselves

“Working with Dan is not just a transaction; he becomes your mentor, and a trusted professional business advisor every step of the way to a successful funding.” — Deb Curtis, Lender

Talk financing

Common Questions

A loan guaranteed in part by the US Small Business Administration and made by approved lenders. It is widely used to finance business acquisitions.
It varies by lender, deal and buyer. Equity injections are commonly a minority of the price. Our lender partners can quote specifics.
Often. A seller note can close a valuation gap and makes lenders more comfortable that the seller believes in the business.

Find Out What Your Business Is Worth

A complimentary, confidential valuation consultation for owners anywhere from Richmond to Philadelphia. No obligation, and nobody else will know you asked.

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