Have a Qualified Buyer Before You Finish the CIM.

No. You keep your full success fee; we're compensated by our buy‑side client.

We don't source deals as a firm, we source deals on behalf of each individual buyer and they execute the NDA accordingly. That information is not shared between buyers unless a brokerage has a master NDA with us as a firm and we have discussed ability to do so. We have mutual NDAs with each of our buyers in-place to allow us to advise on their behalf, which covers confidentiality on everything shared and discussed between us. When we reach out about a deal, it's normally on behalf of ONE individual buyer who may be a fit and the confidentiality terms are signed for that one individual buyer alone. We're not in the business of sharing confidential information without your direction.

Under 24 business hours from a teaser. From a full CIM and financial review 48 business hours.

Documented liquidity, SBA pre‑quals with top‑50 PLP lenders, full background profiles and professional M&A support that takes work off your shoulders in the process. We're here to do the heavy lifting that a buyer should do themselves.

No. SBA transactions are our bread and butter because they close fast and at attractive leverage, but we’ll look at other deals on a case by case. We'll often give feedback rapidly if we can make the deal work or have a buyer that fits so you're not wasting time.

Most of our mandates fall between $500,000 and $8 million enterprise value. Core industries: B2B/B2C services, light manufacturing, home‑ and facility‑services, tech‑enabled distribution, and healthcare services. We avoid firearms, adult entertainment, and crypto mining. We have a small group of buyers focused on digital deals (software, agencies, consulting, etc) as well.

Over 90% of them, yes. The remaining buyers are open to relocate for the right fit company and expect to. Generally, for buyers with location targets they're looking within 2 -3 hours of their home. The ones who reach out with locations farther have already had an expectation to relocate.

Inside 24  business hours. You’ll have a signed NDA and an initial document request list the next business day—often same‑day if the teaser is a clear fit.

Within 48 business  hours of confirming buyer interest. Every mandate we take on gets pre-qualified with a top 50 PLP lender within 24 hours of joining. Their personal finance statement is then appended to their buyer profile to show their liquidity and pre-qualification amount.

Yes. We treat you as the sell‑side representative and sign whatever standard documents you require—no edits, no foot‑dragging—usually the same day you send them.

Our average from accepted offer to close is 90 days because we run diligence and lender underwriting in parallel. Sellers see steady progress every week instead of long quiet stretches. That said, we do require ALL documents requested to be in rapidly to meet timelines. Every day of delay adds to the closing timeline.

You’ll know within the first 5-10 days if any red flags appear. If the deal no longer works, we release it quickly—no last‑minute surprises—and can often pivot to another buyer on our roster if you'd prefer. The main exception is on tax return discrepancies, those make deals unworkable for SBA needs and are a quick 'no' from us.

Email is the fastest path—we reply within a few hours (phone calls take much longer to return).

General inquiries & new listings: [email protected]

Deals already under LOI or closing questions: [email protected]

Shoot us the teaser or CIM, and you’ll have feedback—or an NDA and next steps—no later than the next business day.

Every mandate gets a dedicated shared mailbox monitored by both the buyer and our deal team. It’s a non‑negotiable part of our process because it:

Eliminates lag. Messages are answered within hours—no phone tag, no crossed wires.

Creates a single source of truth. All documents, signatures, and lender threads stay in one place.

Keeps schedules tight. Calendar invites and closing checklists hit everyone’s inbox at once, so nothing stalls.

We already have mutual NDAs in place with every buyer that cover everything discussed or shared throughout the deal. If you’d like us to sign your own NDA as well, we’re happy to do so—just send it over.