Business Acquisition Plans

Buying a business is one of the smartest ways to become an entrepreneur — if you do it right. The opportunity is real, but so is the risk. A business acquisition isn’t won on enthusiasm; it’s won on due diligence, financial clarity, and a plan that lenders and investors trust. That’s exactly what I help you build.

For more than a decade, I’ve worked with entrepreneurs, executives, investors, and searchers to create acquisition-ready business plans that support SBA loans, bank financing, investor raises, and partner buy-ins. I don’t just write plans — I help buyers understand the deal they’re stepping into.

When I create an acquisition business plan, I focus on one core question:

Does this deal make sense — financially, operationally, and strategically?


How I Approach Business Acquisition Plans

Acquisition plans are different from startup plans.
You’re not building from zero — you’re stepping into something that already exists.

That means your plan must address:

  • Historical performance and trends
  • Transfer of ownership risk
  • Customer concentration
  • Management transition
  • Cash flow sustainability
  • Debt service and financing structure
  • Growth opportunities post-acquisition

I build acquisition plans that connect the past to the future — showing lenders and investors exactly how the business transitions from the seller to you.


Types of Business Acquisition Plans I Create

I support buyers across nearly every acquisition scenario, including:

Buying an Existing Business

  • Lender-Ready Acquisition Business Plans
  • SBA Business Acquisition Plans
  • Bank-Financed Acquisition Plans

Deal Structure & Financing

  • Seller Financing Acquisition Plans
  • Partner Buyout & Shareholder Exit Plans
  • Management Buyout (MBO) Plans
  • Search Fund & Independent Sponsor Plans

Growth Through Acquisition

  • Roll-Up & Holding Company Strategies
  • Add-On Acquisition Plans
  • Platform Investment Plans

Whether you’re buying a small main-street business or building a multi-company platform, I tailor the plan to the exact structure of your deal.


What Makes My Acquisition Plans Different

Most acquisition plans focus only on the purchase.
I focus on what happens after the purchase.

When I build your acquisition plan, I cover:

  • Transition strategy from seller to buyer
  • Operational improvements in the first 12 months
  • Cost controls and margin expansion opportunities
  • Revenue growth levers you can actually pull
  • Conservative financial modeling — not wishful thinking
  • Risk mitigation for customer, staff, and vendor retention

I don’t sugarcoat deals.
I stress-test them.


What You Get When I Build Your Acquisition Plan

Every acquisition project I take on includes a financing- and execution-ready roadmap, typically including:

  • Acquisition-focused executive summary
  • Target company overview and performance analysis
  • Market position and competitive landscape
  • Transition and integration plan
  • Use of funds and deal structure breakdown
  • 3–5 year post-acquisition financial projections
  • Cash flow and debt service coverage analysis
  • Growth and exit strategy

Most business acquisition plans range from $1,000 to $3,000, depending on deal size, financing complexity, and whether investors or multiple entities are involved.


Who I Work With

I work with:

  • First-time buyers purchasing their first company
  • Corporate professionals transitioning into ownership
  • Entrepreneurs growing through acquisition
  • Investors building portfolios of operating businesses
  • Search fund operators and independent sponsors

If you’re serious about buying a business, I help you walk into that deal with clarity instead of assumptions.


Why Business Acquisition Plans Matter

Buying a business is one of the largest financial decisions most people will ever make.

A strong acquisition plan doesn’t just help you get financing — it helps you avoid:

  • Overpaying
  • Underestimating risk
  • Misjudging cash flow
  • Walking into operational surprises

My job is to help you see the full picture before you sign.


Let’s Build the Plan That Supports Your Deal

If you’re preparing to buy a business, don’t rely on instinct alone. Back your decision with a plan that shows lenders, investors, and partners that this deal is solid.

If you’re serious about making an acquisition,
I’m serious about building the business plan that supports it.

Reach out today, and let’s start building your business acquisition plan.

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