SMB

SMB Business Broker Services

Selling or buying a small business can be overwhelming. Financely’s SMB Business Broker Services are designed to make the process seamless, from valuation and buyer outreach to navigating financing options like SBA loans. Our expertise ensures you get the best deal possible while minimizing stress and maximizing value. Whether you're a business owner ready to sell or an entrepreneur looking to buy, we’re here to guide you every step of the way.

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We cover every detail, ensuring a smooth and successful transaction

Our Full-Scope SMB Advisory Services

  • Business Valuations: Accurate assessments of your business’s market value.
  • Buyer & Seller Matching: Access a network of qualified buyers or listings tailored to your needs.
  • SBA Loan Applications: Guidance and support to secure Small Business Administration (SBA) loans with favorable terms.
  • Deal Structuring: Optimize your deal for tax efficiency and profitability.
  • Negotiation Support: Professional assistance to secure the best possible terms.
  • Closing Coordination: End-to-end support for legal, financial, and administrative tasks.

Why Financely for SMB Brokerage?

  • Comprehensive Service: We handle everything, including financing and paperwork, so you don’t have to.
  • SBA Loan Expertise: Our advisors simplify the complex SBA loan application process to secure the funding you need.
  • Experienced Team: Decades of experience in SMB transactions ensure smooth, successful outcomes.
  • Wide Network: Access a large pool of buyers, sellers, and lenders for faster deal closures.
  • Tailored Solutions: Every client receives a customized approach to meet their unique goals.

Who Should Work With Us?

  • Business Owners Selling Their SMBs: Maximize your business’s value and find the right buyer.
  • Entrepreneurs Looking to Buy: Secure financing and identify the perfect business opportunity.
  • SMBs Seeking Financing Options: Streamline the process of securing SBA loans or other funding.
  • Franchise Buyers and Sellers: We specialize in franchise valuations, purchases, and sales.

Achieve Your SMB Goals with Confidence

Whether you're buying, selling, or financing, Financely’s SMB Business Broker Services provide the expertise, network, and resources you need. We simplify the process and deliver results, so you can focus on what matters most—your success. Ready to get started? Request a proposal and we'll get back to you with an engagement letter within 2-3 business days.

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FAQs

Our FAQ section is designed to provide quick and clear answers to the most common questions about our services, processes, and policies. Whether you're exploring our offerings for the first time or you're an existing client seeking clarification, this resource covers everything from fees and timelines to specific service details. If you don't find the information you're looking for, feel free to contact us directly or book a consultation to discuss your unique requirements.

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How does a Back-to-Back Letter of Credit differ from other financing options for SMB transactions?

A Back-to-Back LC provides intermediaries with the ability to bridge financing between buyers and suppliers, ensuring smooth transactions without requiring upfront capital or collateral. It’s ideal for SMBs managing multi-party deals.

Can you assist with complex deal structuring beyond just SBA loans?

Yes, we specialize in comprehensive deal structuring, including SBA loans, mezzanine financing, and creative funding strategies tailored to SMB transactions.

How does your buyer and seller matching process ensure qualified leads?

We leverage a proprietary vetting system and extensive network to connect buyers and sellers with aligned goals, financial capabilities, and industry compatibility.

What’s your typical success rate for closing SMB transactions?

Our tailored approach and end-to-end advisory result in a high success rate, with most transactions closing at or above the market valuation in under 12 months.

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