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Finance Team Acquisition Consulting

1.5% of loan amount

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This service package is designed to provide the service + support to buyers of non-PPS clinics. This is the service you need to fast-track their lending approval and successfully set themselves up for success in their new acquisition.


This includes:

  • Shop your loan with our network of preferred lending partners to make sure you get the best terms

  • Package your lending application for the best chances of approval on the first submission

  • Correspond directly with the bank to make sure that all follow-up needs + details are taken care of to assure a timely closing

  • Monitor the progress of the loan to make sure that it closes – and you are in your clinic – as quickly as possible

  • Provide customized support to help you to understand + navigate the SBA lending + practice acquisition processes

  • Strategize on customized solutions for obstacles to your acquisition and best-practices to ensure a successful acquisition and transition into ownership

  • Coordinate and manage the details of the practice closing

  • Time Savings for the buying doctor :: average of 100 hours

  • Service fee is 1.5% of the loan amount, which is due upon the successful close of the acquisition.

Our Finance Acquisition Services are the most comprehensive in the industry. And with up to a 50% faster funding timeline, you will be in your clinic, and enjoying that net profit, an average of 3 months faster than working with other brokers or doing it alone.

Finance Team Acquisition Consulting is not buyer representation on the clinic you are purchasing – but it is full-service support to manage the loan-side of your acquisition and consult on setting up your practice successfully. Buyer Representation services are also available - Sign up for both services and save .5% on Buyer Representation services!

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