Know if your deal finances.
Before you sign the LOI.
Most self-funded searchers find out their deal won't close after they've already committed time and money. We tell you upfront — free. If it finances, we structure and place the loan.
2-minute pre-qualification. No fees until you close.
“Cassian caught a structure issue that would have required 20% equity instead of 10%. Saved me from a deal I couldn't fund.”
Operator-Buyer
Environmental Services, Southeast
The Real Risk
Most searchers find out too late that their deal won't finance.
You find a business. You negotiate. You sign an LOI and put up good faith money. Then six weeks into diligence, you learn the equity injection is 20% instead of 10%, or the seller won't structure the note the way SBA requires.
That information was available on day one. Nobody gave it to you.
Your Credentials Matter
SBA lenders underwrite the buyer, not just the business.
A PE license, Six Sigma cert, military service, 10 years managing a P&L — these things directly affect whether an underwriter believes you can run what you're buying. Most searchers never present their credentials at all. We build your operator narrative into the loan package.
We know how your background maps to lender confidence. We make sure it's front and center.
Pre-Submission Work
The work before submission is what gets deals closed.
Most brokers submit your documents and wait. We structure the seller note to meet SBA standby requirements, catch problems before they turn into rejections, and position each package so the lender sees a deal they want to approve.
That's the difference between a closed deal and a dead one.
How It Works
From first conversation to funded acquisition.
One point of contact. No black box. We handle the structure, the packaging, and the placement. You handle the business.
Asking price, revenue, industry, your background. Pre-LOI is ideal — that's when we can save you the most time and money. We'll give you an honest read within 48 hours.
Right loan type, seller note that meets SBA requirements, your operator story positioned correctly, financials formatted the way each lender's credit committee wants them.
We send your deal to the lenders most likely to approve it, push back on credit committee questions, and keep your closing timeline intact.
From Searchers and Buyers
“We were acquiring a manufacturing business through our search fund. The SBA process was completely foreign. Cassian packaged everything and we closed in 30 days.”
Managing Partner, Search Fund, Chicago
No Hidden Fees
You pay nothing until you close.
The pre-LOI deal check is free. If you move forward, our broker fee is paid by the lender at closing. No upfront costs. No retainers. If the deal doesn't close, you owe us nothing.
Common Questions
What borrowers ask us.
Tell us about your deal. We'll tell you if it finances.
Free pre-LOI deal check. 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.