Resources

Insights for every phase of
the ownership lifecycle.

Perspectives, frameworks, and real-world insights on how execution drives outcomes — for searchers, operators, and sponsors at every stage of the acquisition journey.

All Phase 01 - Aspiration & Prep Phase 02 - Search & Sourcing Phase 03 - Deal Structure & Financing Phase 04 - Ownership & Value Creation Phase 05 - Succession & Exit Industry guide
The SBA 7(a) Document Checklist: What Lenders Actually Ask For
SBA loan document checklist, SBA 7a requirements, documents needed for SBA business loan, SBA form 413, SBA equity injection documentation, SBA loan to buy a business, PLP lender, SBA acquisition loan checklist, SOP 50 10 8 documents
The SBA 7(a) Document Checklist: What Lenders Actually Ask For
Every document SBA lenders ask for, in three stacks: borrower, business & deal. Current to the 2025 rules, with the prep that closes loans in 60-90 days.
16 Jul 2026
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Am I financeable? The question under every search
SBA 7a loan, SBA loan requirements, debt service coverage ratio, DSCR, business acquisition financing, equity injection, seller note, personal guarantee, buying a business with SBA
Am I financeable? The question under every search
Lenders underwrite the buyer as much as the business. The buyer file, the coverage math worked through, and the structure questions to settle before the LOI.
7 Jul 2026
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The Acquisition Readiness Checklist: 14 Things to Do Before You Look at a Single Deal
acquisition readiness checklist, ETA searcher preparation, SBA pre-qualification business acquisition, equity injection sources SBA, acquisition criteria template, how to prepare to buy a business, ETA first-time buyer checklist, DSCR business acquisition, SBA 7a acquisition financing requirements, independent search acquisition preparation
The Acquisition Readiness Checklist: 14 Things to Do Before You Look at a Single Deal
The definitive pre-search preparation guide for ETA searchers. Complete these 14 items before you contact a broker or request a CIM. SBA pre-qualification, equity injection, acquisition criteria, entity formation, and more.
14 May 2026
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