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Service Providers

Service Providers Directory

Trusted reviews of the best due diligence firms, investors, lawyers, and training programs in the SBA acquisition ecosystem. Curated by GoSBA Loans.

75+Providers Reviewed
5Categories
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Due Diligence & QoE Firms

Tonnesen Accounting Services

Leading QoE firm, 25+ QoEs/month, $7,500 flat fee

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Guardian Due Diligence

QoE reports for SMB & ETA buyers, educational resources

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Credex Advisors

Tech-powered financial DD, lower cost & faster turnaround

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Provafi

Fixed $5,000 QoE, 5-day delivery, CFA-reviewed

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O’Connell Advisory Group

Financial DD & QoE for lower middle market ($5M-$50M)

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QoE Prep

57 QoEs in 2024, 2-week turnaround, CPA-led

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Kroll

#1 global financial & risk advisory, fairness opinions

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FGMK

Assurance, tax & advisory for privately held businesses

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Prosolve CPA

Accounting, tax & M&A services for ETA entrepreneurs

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Daneel Dynamics

SOC 2 compliant QoE, rapid turnaround

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Whizdom

Customer due diligence for acquisitions, Stanford MBA CEO

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Miller, Cooper & Co

Top 10 Chicago accounting firm, middle-market focus

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Centurica

DD & QoE for SMB/digital acquisitions since 2013

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OGS Capital

Former Big 4 consultants, QoE for $500K-$30M deals

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Small Business Financial Intelligence

Custom financial modeling & consulting

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HBK CPAs & Consultants

#44 largest US firm, transaction advisory

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Midwest CPA

QoE & accounting for acquisition entrepreneurs

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LiteQoE

Affordable QoE for lower middle-market

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Forward Firm

Former PwC, 100+ M&A transactions

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LCS Forensic Accounting

Houston-based, Top 10 Transaction Advisory 2023

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Squash CPA

Tech-forward accounting & DD in Milwaukee

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Cayne Crossing

Buy-side financial DD for SMB M&A

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Frak Finance

Fractional CFO & buy-side QoE

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Rapid Diligence

5-component DD framework for SMB buyers

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Ampleo

QoE, fractional CFO, HR & marketing post-acquisition

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Nxt Step

Software & AI product strategy for FinTech

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Proven

Fractional CFO & HR for construction/trades, 600+ businesses

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PPS Solutions

Fractional CFO & transaction advisory, LA/OC area

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SMB Diligence

Fixed-rate legal & financial DD, 30-50% below market

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Equity Investors & Search Fund Capital

Entrepreneurial Capital

Invests $300K-$2M in self-funded searchers

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ETA Equity

90+ search fund investments since 2008

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Shareholder Ventures

$250K-$750K equity for $3-12M SBA acquisitions

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Maven Equity Partners

PE firm exclusively focused on search funds

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SMB Invest

Marketplace connecting investors with acquisition entrepreneurs

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Evergold Partners

Acquiring family-run SMBs, $750K-$5M EBITDA

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Galaxi Group

San Rafael family office, independent sponsor focus

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CapitalPad

Deal-by-deal PE platform, no management fees

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Mainshares

1,300+ accredited investors, $1M-$20M deals

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Fruition Capital

Atlanta-based, self-funded search, B2B $1-5M EBITDA

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SMB Angels

Operator-led community, $2M+ EV, $700K+ EBITDA

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Next Coast Legacy

Austin-based, 15-60x growth, $1.7B IPO track record

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New Majority Capital

Impact investing for underrepresented entrepreneurs

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SMB Junction

550+ investors, $400M+ available, $100K-$5M

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Apex Fund Group

Debt & equity for ETA, 25+ years experience

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SMB Investor Network

500+ pre-qualified investors, $10K minimum

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Reframe Search Capital

Lower middle-market PE, Sunbelt region

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Siwa Capital

LA family office, search funds & independent sponsors

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Penstock Equity

Minority equity $1-5M for independent sponsors

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M&A Lawyers

Clear Focus Law

Exclusively buy-side M&A, 100+ deals, $210M+

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Goodwin Procter

Original search fund law firm, 50+ lawyers, $1B+ deals

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Holland & Knight

Global firm, 2,200+ lawyers, Search Fund Team

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Barlow & Williams

Harvard Law founders, flat-fee $25-30K for SBA deals

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Bowles PLLC

100+ transactions, $50B aggregate, LOI from $300

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Merger Nation

100% M&A focus under $10M, flat-fee, 24-48hr turnaround

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7th Street Legal

Acquisition entrepreneurs focus, failed-deal credit

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Legal Dealmakers

Vermont boutique, AI-driven, free LOI reviews

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Founders Legal

Boutique IP & corporate for small business acquisitions

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Dean Street Law

Women-owned, finance/real estate/M&A, PA & DE

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Albrecht Law

Fixed-fee M&A, broken-deal forgiveness, 60-90 day closes

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Ankney Business Law

30+ years, SBA transactions, fractional counsel

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🎓

Training & Education Programs

Acquisition Lab

Walker Deibel’s program, $10K lifetime, 50+ closings

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SMBootcamp

Sam Rosati’s 3-day Tampa intensive, 12+ acquisitions

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Searcher School

Jed Morris, risk-focused education from real failure

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Business Buyer Advantage

David Barnett, 15+ hrs training, group coaching

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Business Buying Masterclass

75% close rate, weekly 1-on-1 coaching

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SMB Deal Hunter

Premium coaching, $50K+ capital, pre-vetted lenders

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Acquira

Acquisition accelerator, deal pool, investment committee

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Contrarian Thinking

Codie Sanchez, 700K+ subscribers, boring businesses

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🛠️

Other Services

SMB Business Plans

SBA business plans, flat $2,500 fee

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Rapid Business Plans

SBA/USDA plans in 4 days, 38 experts, $2B+ funded

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Legacy Business Plans

Miami-based, SBA/USDA & immigration plans

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Pioneer Tribe Insurance

Commercial insurance for business acquisitions

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NewCo Risk

Insurance brokerage for acquisition entrepreneurs

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AIC Industrial

Industrial sale-leasebacks, $2.7B invested, 500+ properties

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