Know if your deal finances.
Before you sign the LOI.
Most self-funded searchers find out their deal won't close after they've committed. We tell you upfront, free, no commitment. If it finances, we structure and place the loan.
“Cassian caught an issue in the pre-check that would have required 20% equity. Saved me from a deal I couldn't fund.”
Operator-Buyer
Environmental Consulting, Southeast
The Real Risk
Most searchers find out too late that their deal won't finance.
You find a business. It looks right. You negotiate, sign an LOI, and put good faith money down. Then six weeks into diligence, you find out the equity injection is 20%, not 10%. Or the seller won't structure the note the way SBA requires.
The information was always available. Nobody gave it to you before you committed.
Operator Credibility
Lenders evaluate the buyer as much as the business.
SBA underwriters assess whether the buyer can actually run what they're acquiring. A PE license, industry certifications, Six Sigma, military background, or relevant management experience can strengthen your approval odds. Most searchers never present this at all.
We know how your background maps to lender confidence. We make sure it's in your package.
Pre-Submission Work
The work before submission is what gets deals approved.
Most brokers submit your documents and wait. We structure the seller note to meet SBA requirements, catch document issues before they become rejections, and position your package so each lender sees a deal they want to approve.
That's the difference between a closed deal and a killed one.
Loan Types
The right loan for the right deal.
SBA acquisition loans aren't one-size-fits-all. The structure depends on the business type, asset mix, and how the seller wants to participate. We know which vehicle fits which deal.
A well-structured deal closes faster and gets better terms. We make sure yours is airtight.
How It Works
From first conversation to funded.
Three steps. One point of contact. No black box. We handle the structure, the packaging, and the placement. You handle the business.
Share what you know: asking price, revenue, industry, your background. Pre-LOI is fine, that's the ideal time. We'll give you an honest read on whether it finances and on what terms.
We figure out the right loan type, structure the seller note to meet SBA requirements, position your operator credentials, and build a package that gives your deal the best shot with each lender we approach.
We take your package to the lenders most likely to say yes for your specific deal. We stay on it, pushing back on credit memos, answering lender questions, and keeping your timeline intact.
What Searchers Say
“We were acquiring a small manufacturing business through our search fund. The SBA process was completely foreign to us. Cassian packaged everything, found us an SBA-preferred lender, and we closed in 30 days.”
Managing Partner, Search Fund, Chicago
Security
Your data is protected.
We take the security of your financial information seriously. Our systems use bank-level encryption and strict access controls.
Tell us about your deal. We'll tell you if it finances.
Free pre-LOI deal check. No commitment, no fees until you close. We'll get back to you within 48 hours with an honest read: equity requirement, loan type, and whether we think we can close it.
No fees until you close. That's the deal.