Acquisition DeskPartners & Advisers
Help acquisition buyers show up better prepared.
Acquisition Desk gives small-business buyers one place to organize listings, financial assumptions, financing scenarios, risks, questions, diligence materials, and acquisition documents before and throughout a transaction.
Submitting an inquiry does not create a formal partnership, referral agreement, endorsement, exclusivity arrangement, or compensation obligation.
A clearer starting point for the buyer conversation
Lenders, attorneys, accountants, advisers, educators, and buyer communities can share Acquisition Desk with buyers who need more structure. The platform helps buyers prepare and communicate their assumptions, but it does not replace underwriting, legal advice, accounting review, valuation, diligence, or professional judgment.
On this page
Who this helps
A buyer-side resource for the people around an acquisition
Acquisition Desk is built for the professional and educational ecosystem around small-business buyers. It helps buyers arrive with a more organized record, without suggesting that every professional will accept or rely on its outputs.
Acquisition lenders
Help prospective borrowers organize the purchase assumptions, sources and uses, debt-service estimates, cash needs, and open questions they should discuss with a lender.
Attorneys, accountants, and diligence professionals
Begin with a clearer record of the buyer’s assumptions, known risks, requested documents, add-backs, and unresolved transaction issues.
Coaches, educators, and buyer communities
Share practical tools and a structured acquisition workflow with people learning how to screen and pursue small-business opportunities.
Other acquisition advisers
Help buyers connect financing, insurance, real estate, industry, technology, and operational considerations to the same opportunity.
Buyer-side positioning
Built for the buyer’s side of the process
Acquisition Desk is designed primarily for buyers evaluating small-business acquisitions. It helps buyers move from an initial listing toward a more organized deal record.
It keeps assumptions, analysis, risks, questions, documents, and updates connected. It also encourages buyers to distinguish seller claims from information that still requires verification.
Professionals remain responsible for their own review and advice. Acquisition Desk does not act as an intermediary between the buyer and professional.
The goal is not to replace the professional team. The goal is to help the buyer arrive with a clearer starting point.
Buyer preparation
What a buyer can bring to the conversation
Buyers can use a connected sequence to organize the opportunity before sharing selected materials with the professionals they choose.
Listing and opportunity summary
- Business description
- Asking price
- Reported revenue and earnings
- Location, industry, and disclosed seller information
Buyer profile and Buy Box fit
- Target criteria and financial range
- Industry preferences
- Owner-involvement expectations
- Reasons the opportunity may or may not fit
Financial assumptions
- Purchase price and buyer contribution
- Acquisition debt and seller financing
- Working capital and closing costs
- Debt service, estimated DSCR, buyer take-home, retained cash
Risks and unresolved questions
- Seller-presented add-backs
- Concentration and owner dependence
- Employee, lease, asset, and licensing issues
- Financing concerns and missing documents
Acquisition materials
- Deal Pursuit Pack
- Broker questions
- Diligence checklist
- Deal updates and lender-ready Acquisition Memo
These outputs reflect user-provided information and modeled assumptions. They are not independently verified financial statements, loan approvals, valuations, legal conclusions, or diligence reports.
Professional conversations
How Acquisition Desk can support professional conversations
A more organized buyer record can make open questions easier to identify. Each professional still performs their own analysis and makes their own decisions.
For acquisition lenders
- Preliminary sources and uses
- Buyer cash requirement
- Financing and seller-note assumptions
- Debt-service estimates and estimated DSCR
- Working-capital needs and open underwriting questions
Acquisition Desk does not determine eligibility, approve loans, calculate every lender adjustment, or replace a lender’s application and underwriting process.
For attorneys
- Proposed transaction structure
- Included and excluded assets
- Known consents, lease issues, and licenses
- Customer and vendor contracts
- Employee questions, diligence findings, and unresolved risks
Acquisition Desk does not draft transaction documents, provide legal advice, determine liability transfer, or replace legal diligence.
For CPAs and financial-diligence professionals
- Historical financial inputs
- Seller-presented SDE and proposed add-backs
- Buyer-reviewed adjustments
- Owner compensation and replacement-labor assumptions
- Working capital, capital needs, and cash-flow questions
Acquisition Desk does not audit financial statements, validate add-backs, prepare tax advice, or replace quality-of-earnings or accounting work.
For coaches, educators, and buyer communities
- Buyer education resources
- Public calculators and planners
- Checklists and broker-question tools
- The product workflow
This page does not promise classroom licensing, group accounts, white labeling, bulk pricing, affiliate commissions, or co-branded products.
Collaboration
Ways to work together
There are several practical ways to help buyers find a clearer starting point. Any formal referral, compensation, data-sharing, co-marketing, or commercial arrangement requires a separate written agreement.
Share buyer resources
Send practical calculators, guides, checklists, and question planners to buyers who need a clearer starting point.
Refer buyers to the workspace
Introduce buyers who need help keeping listings, financial assumptions, risks, questions, and documents connected.
Include Acquisition Desk in buyer education
Reference public tools or the product workflow in courses, events, newsletters, podcasts, or community materials.
Provide professional feedback
Help Acquisition Desk understand where buyer preparation is weak, which materials are useful, and where clearer boundaries are needed.
Explore future collaboration
Discuss content, educational sessions, buyer-readiness workflows, or other opportunities that fit both organizations.
Public resources
Resources professionals can share with buyers
Share public links with buyers who need a more structured way to screen opportunities, understand financing, prepare questions, and organize diligence. These resources are not professional advice.
A referral does not provide access to a buyer’s account
- • A professional does not automatically receive access to a buyer’s deals, documents, analysis, or account.
- • Buyers choose what to download, share, or discuss.
- • Acquisition Desk does not send deal records to a referring professional merely because the professional introduced the buyer.
- • Any future collaborative-access capability would require explicit product design and user authorization.
Keep the interest form high level
Do not include confidential deal information in the partner-interest form. It does not accept attachments, buyer or seller identities, financial records, credentials, or transaction documents.
Professional boundaries
Software does not replace the professional team.
Acquisition Desk helps organize the buyer’s work. Each professional remains responsible for their own analysis, advice, documentation, and decisions.
Partner interest
Tell us how you work with acquisition buyers
Share a little about your organization and how you would like to work with Acquisition Desk. This is an expression of interest, not a formal application or agreement.
Use this form for general collaboration interest only. Do not submit confidential buyer or deal information.
Questions
Frequently asked questions
Clear expectations help buyers and professionals use the page responsibly.
Related information
Keep exploring
Learn more about the buyer workflow, public resources, and how Acquisition Desk handles data.
Last reviewed: August 2026
Help buyers move from interest to a more organized acquisition process.
Share Acquisition Desk with buyers who need a clearer way to screen opportunities, test financing assumptions, identify risks, prepare questions, and organize diligence.