Private desk · Succession
Family-business buyout and succession finance
Financing for management teams, next-generation family members and outside buyers acquiring an established family business — so the founder can retire on fair terms and the company continues.
Who this is for
- Next-generation family members buying out a parent or sibling
- Management teams acquiring the company they run
- Outside buyers purchasing a retiring owner's business
Acquisition term loans
Structured on the target's cash flow, with sensible amortisation.
Seller-note friendly
We can work alongside vendor financing from the retiring owner.
Unsecured option
Smaller buyouts may qualify for USD 50K–1M with no collateral required.
Clear timetable
Decision in principle typically within 10 business days of a complete file.
Explore numbers first: payment calculator · sample term sheet · eligibility check
Questions families ask
- What documents do you need?
- Usually three years of financial statements, a sale agreement or heads of terms, and KYC for the buyers.
- Can the founder stay involved?
- Yes. Transition and consulting arrangements are common and can be reflected in the structure.
- Will you ever ask me to pay a fee up front?
- No. We never ask for fees before a signed agreement, never by gift card or crypto, and never into a personal account. Take whatever time you need; there is no deadline from us.
Business-purpose financing only; subject to underwriting and written terms. Speak with us at +1 (302) 579-5439, and verify who you are dealing with.