Finance for small business acquisitions
12 finance providers have a profile on SMB Investor Network.

The QofE Guy
QofE Guy | Fractional CFO | Financial Due Diligence
Valuation · Accounting · Tax
Hi, I’m Patrick McMillan—The QofE Guy. 😃 I help buyers, sellers, lenders, and investors understand the real financial story behind a business before a transaction closes. After…

Forward Firm
End-to-End CPA: Accounting, Tax, M&A, QofE
Accounting · Tax · Valuation
The modern accounting firm that delivers clarity, responsiveness, reliability, and proactive advisory.\ \ Built for ambitious leaders in business and commercial real estate, we’re…

Guardian Due Diligence
Trusted Partner for SMB Buyers — Expert in Financial Due Diligence, Deal Execution, and…
Valuation · Strategy · Finance
I lead a boutique due diligence firm that helps buyers of small and mid-sized businesses make informed, confident acquisition decisions. Our team specializes in financial due…

Regalis Capital
Strategic Capital & M&A Advisory for Searchers, Sponsors, and SMB Buyers
Valuation · Strategy · Finance
At Regalis Capital, we specialize in helping searchers, independent sponsors, and SMB buyers successfully raise capital and execute acquisitions. I’m Jamil Velji, founding…

Tee Up Advisors
Strategic CFO & M&A Advisory for Founders Ready to Grow, Exit, or Build Legacy Wealth
Accounting · Valuation · Strategy
At **Tee Up Advisors**, we partner with small and mid-sized business owners to build durable, profitable companies and create long-term generational wealth. I’m **Bob Wang**, the…

Pioneer Capital Advisory LLC
SBA Financing Experts Helping Entrepreneurs Close Business Acquisitions with Confidence
Valuation · Strategy · Finance
At **Pioneer Capital Advisory**, we specialize in helping entrepreneurs buy great businesses using SBA 7(a) financing—with clarity, confidence, and expert guidance from start to…

Live Oak Bank
Nation’s Leading SBA Lender Powering SMB Growth Through Capital, Expertise, and Strategic…
Valuation · Strategy · Finance
**Live Oak Bank** is a digital-first, FDIC-insured institution founded in 2008 by **James “Chip” Mahan**, a veteran banker and fintech pioneer who previously launched the world’s…

ForestBasil
Connected companies, founders and operators with investors on +$800 Million raises.…
Valuation · Strategy · Finance
Investment Banking and M&A professional with +7 years of experience across capital raising for heavy capital projects, VC companies, strategic investments, buy-side and sell-side.…
MainSquare
Embedded Operating Partner | Connecting Strategy to Execution
Operations · Strategy · Finance
Strategic and results-oriented professional with 8+ years of experience advising private equity firms, holding companies and publicly traded clients on investment strategy, due…
Shukla Solutions
M&A Expert | CFO Services | Financial Modeling | Business Valuation/Plan
Valuation · Finance
Sameer is a strategy, M&A, and analytics professional with cross-industry experience helping investors and operators evaluate, acquire, and scale businesses. He has led and…

Daniel Lynn & Company
Operations & Performance Improvement Consulting
Sales · Operations · Strategy
Daniel Lynn & Company (DLC) is a multidisciplined professional & business services firm providing a range of management and advisory services to commercial and public…

Portage Equity Partners
Fractional COO | Transformation Office | GTM Strategist
Valuation · Hr · Marketing
At Portage Equity Partners, we believe that growth is a journey, not a destination. Just as portaging involves carrying a canoe across land to reach new waters, our firm is…
Profiles are written by the firms themselves. List your services