We get your client deal-ready so your transaction, loan, or sale actually closes, and you keep the relationship. We're not brokers or investment bankers. We never compete for your fee.
You refer a client who isn't ready. We get the numbers clean and the business running without the owner. When it's time to transact, finance, or plan, the client comes back to you, ready. You look good. The deal closes.
A client a few years out, owner-dependent, or not deal-ready. We get them buyer-ready so your transaction actually closes instead of stalling in diligence.
A client who needs forward-looking finance, a forecast, or a clean story their books can't tell yet. We build it; you keep the compliance relationship.
An owner whose net worth is locked in the business and who needs it worth more and liquid on their timeline.
A borrower whose package isn't financeable yet, or a buyer who needs operator-grade Quality of Earnings and a model the bank can underwrite. Sub-$2M EBITDA welcome. (Warm partner: Merchants Bank of Indiana.)