Buy it right.
Due diligence, a lender-ready financing package, and a 100-day plan for buyers of small and mid-size businesses.
Who it's for: searchers, owner-operators, and PE add-on teams.
- 1.
Due diligence. QoE-style financial diligence: we check the financials, the quality of the revenue, working capital, customers, systems, and key people. You get a short list of what is real, what is a risk, and what to ask the seller.
- 2.
Get lender-ready. We help buyers get lender-ready: we build the financing package, model the deal structure (including seller notes and earnouts), and guide you through SBA and conventional lending options. Lending decisions are made solely by lenders; CAG does not lend or guarantee approval.
- 3.
The 100-day plan. We map what has to work on Day 1 (cash, payroll, billing, customers, controls) and what can wait. Each item gets an owner.
- 4.
AI in the business. When you're ready, the same team helps you set up AI in the business. See AI Consulting.
Bryan Warren is a CPA, MBA, and PMP with a Big 4 and M&A integration background, and has led finance and systems work on large separations and integrations.
Buying a business? Talk with us before you sign.
Lending decisions are made solely by lenders; CAG does not lend or guarantee approval.