Visit Site Title MASTERING BUSINESS TRANSITIONS.

our services

Secure the Capital You Need to Scale or Exit Successfully

Finding the right funding is crucial for business growth and a successful exit. We help you secure business loans, structure funding packages, and attract equity investors with a strategic, lender-ready approach. Whether you're scaling or preparing to sell, we ensure you get the capital you need—on the best possible terms.

SBA 504

Real Estate Loan

✅ Low down payment
✅ Fixed interest rates
✅ Long repayment terms
✅ Real estate financing
✅ Equipment funding
✅ Business expansion loan

SBA 7A

Expansion Loan

Commercail REal Estate

Conventional

✅ Competitive rates
✅ Higher loan amounts
✅ Flexible terms
✅ Property acquisition
✅ Refinance options
✅ Investment properties

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Loans and Equity

Cash Flow Line of Credit

Merchant Credit

✅ Fast approval process
✅ No collateral required
✅ Flexible repayment terms
✅ Based on future sales
✅ Quick access to cash
✅ Great for cash flow

Line Of Credit

Working Capital

Capital Raise

Raise Equity

✅ Debt-free funding
✅ Grow with investors
✅ Boost business value
✅ Leverage expertise
✅ Fund expansion
✅ Strategic equity deals

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exit with ease

Business Exit Strategies

  • Tailored exit planning strategies
  • Business valuation and financial optimization
  • Risk assessment and buyer positioning

Capital Needs

Capital & Funding Strategies

Valuation

Business Valuation & Financial Health

  • Revenue, EBITDA, & asset-based valuation analysis
  • Business risk assessment & financial statement review
  • Strategies to maximize valuation before selling

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Consulting  Services

Mastermind 

Master Mind

Mastermind & Inner Circle

  • High-level networking & business expansion insights
  • Monthly expert-led strategy sessions
  • Exclusive access to proprietary business tools & financial resources

Lease to Purchase

Real Estate Ownership Transition

Sale or Acquire

Business Sale & Acquisition Consulting

  • Strategic buyer matching & negotiation
  • Due diligence preparation & legal readiness
  • Post-sale financial security planing

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Calculator

Business Valuation Calculator

✅ Calculate worth
✅ EBITDA valuation
✅ Revenue multiplier
✅ Asset-based analysis
✅ Risk assessment
✅ Investor readiness







Calculator

Lease Vs Own Calculator

CheckList

Business Plan Exit Checklist

✅ Define exit goals
✅ Assess business value
✅ Identify potential buyers
✅ Prepare financials
✅ Develop transition plan
✅ Optimize deal structure







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MBT Resources

FREE

FREE

Readiness Quiz

Business Exit Readiness Quiz

✅ Assess exit timeline
✅ Evaluate financial health
✅ Identify buyer options
✅ Review business valuation
✅ Check legal readiness
✅ Plan transition strategy





Playbook

Mastering Business Transition Playbook

CheckList

Credit Funding  Presentation Checklist

✅ Business overview
✅ Financial reports
✅ Funding amount
✅ Growth potential
✅ Risk mitigation
✅ Exit strategy





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Checklist

Financial Review Checklist

✅ Review profit & loss statements
✅ Optimize balance sheet accuracy
✅ Assess cash flow stability
✅ Identify financial risks
✅ Enhance business valuation
✅ Prepare for buyer due diligence




Checklist

Real Estate Funding & Acquisition Checklist

CheckList

Legal Readiness Due Diligence Checklist

✅ Organize finances
✅ Ensure compliance
✅ Review contracts
✅ Verify assets
✅ Prepare for buyers
✅ Resolve risks

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let's do this thing

Did We Just Become Best Friends?

Let’s talk about maximizing your business value—schedule your free call today! 

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