Deal Structure & Financing
From signed LOI to funded close, with experienced eyes on every step
From LOI to funded close: structure, diligence, and the capital stack. This is where a good target becomes a good deal, or gets walked away from.
The LOI puts a first-time buyer across the table from people who negotiate deals for a living. Terms move faster than they can be modeled, and anything diligence misses becomes yours at close. The expensive mistakes live here.
The deal, on a clock.
From LOI signature, exclusivity is a countdown. The member dashboard tracks the clock and every closing milestone, from diligence requests through the purchase agreement, so nothing slips while the days run.
Included with full membership, alongside the diligence workstream checklist and the document vault.
LOI through close: seven expert categories
All seven roles can execute and be held accountable. Engage these experts before you sign the LOI, not after. Every expert in the network is matched to a phase; these are the categories that work Phase 03.
M&A Attorney
LOI · Purchase Agreement · Deal Structure
Drafts and negotiates the LOI, the purchase agreement, and the deal structure. The pen that protects you.
SBA Lender
Acquisition Financing · SBA 7(a) Underwriting
Structures and underwrites the acquisition financing, from prequalification through funded close.
Deal Structuring Advisor
Capital Stack · Seller Note · Earn-Out Modeling
Designs the capital stack, negotiates the seller note, and models earn-out terms so the structure fits the business.
QoE Provider
Quality of Earnings Report · Financial Diligence
Delivers the quality of earnings report and financial diligence: the numbers behind the numbers, verified.
Commercial Diligence Specialist
Customer & Market Diligence · Revenue Quality
Executes customer and market diligence and validates revenue quality before it becomes your revenue.
Tax Advisor
Purchase Price Allocation · Deal Tax Structure
Structures purchase price allocation and the tax implications of the deal, before signatures make them permanent.
Environmental / Property Specialist
Phase I & II · Real Estate Diligence · Regulatory
Phase I and II environmental assessments, real estate diligence, and regulatory compliance, before the property becomes your liability.
Membership includes the coordination: matching you to the right category and the right expert for your phase. The engagements themselves, hourly or fractional, are booked and paid separately at each expert’s listed rate.
Sessions, playbooks, and the room
Deal War Room
Your live deal, pressure-tested by peers and experts while terms can still move.
The diligence checklist
Our complete published framework, organized by risk area.
Capital-stack guidance
The mix of SBA debt, seller financing, and equity, with network connections.
Phase 03 community
Buyers under LOI, comparing notes in real time.
Included with membership. Engaged when you need depth.
Included with full membership
- Deal War Room and all live sessions
- The diligence checklist and structure templates
- Capital-stack guidance and network connections
- Phase-organized community
Expert engagements
- LOI & deal review
- Quality-of-earnings and financial diligence
- M&A legal engagement at counsel’s rates
All expert engagements, hourly or fractional, including LOI & deal review, are booked and paid separately at each expert’s listed rate.
Start free. The system is already running.
Free membership opens the community and the playbook. Full membership, $295 a month or $2,950 a year, puts the whole coordinated system behind your deal.