Other

Pioneer Tribe Insurance Solutions is an independent insurance agency that helps small-to-medium-sized businesses obtain commercial insurance policies and offers specialized services for business buyers to simplify the insurance process during acquisitions.

NewCo Risk is an insurance brokerage specializing in commercial insurance, employee benefits, and transactional risk services for acquisition entrepreneurs, operator-led investment firms, and SMBs. Co-founded by Joshua Richman and Andrew Harbut in 2025 as a carve-out from a top-100 specialty broker, both founders were recognized as 2025 M&A Power Brokers by Risk & Insurance magazine.

SMB Business Plans LLC specializes in writing business plans for small and medium-sized business buyers using SBA financing. They offer full-service business plan writing for a flat fee of $2,500, including expertly crafted plans, in-depth industry research, and SBA financing support, targeting first-time business buyers who need professionally written plans tailored to meet SBA lender requirements for successful business acquisitions.

AIC Industrial is a private real estate investment firm specializing in industrial sale leasebacks and net-lease acquisitions. With 30+ years of experience and over $2.7B in invested capital across 500+ properties, they provide capital solutions to business owners by purchasing their real estate and leasing it back. For SBA acquisition buyers, their sale-leaseback structure can supply additional capital by monetizing owned real estate as part of a deal, covering manufacturing, warehouse, and distribution properties from $2M to $35M across the top 275 U.S. industrial markets.

Rapid Business Plans is a Jacksonville, Florida-based business consulting firm that specializes in creating comprehensive, professionally-written business plans primarily for SBA 7(a) and 504 loans, USDA financing, investor visas, and business acquisitions. The company delivers most SBA- and USDA-ready business plans within 4 business days and operates with a team of 38 credentialed entrepreneurial experts, offering services that include in-depth industry research, financial projections, feasibility studies, and export business plans. Since 2015, their clients have applied for over $2 billion in funding, and the firm works directly with lenders, borrowers, and brokers to streamline the financing process by creating detailed, professionally formatted business plans that meet the specific underwriting requirements of banks and government-backed lending programs.

Legacy Business Plans is a Miami-based business plan provider specializing in SBA/USDA loan packages and immigration business plans. Founded by Jenny Dieppa, they also operate Legacy Funding Link to connect entrepreneurs with SBA lenders.

ProjectionHub provides CPA-developed financial projection templates and expert modeling services used by over 50,000 founders and small business buyers. The platform offers an acquisition-specific projection template for buyers preparing SBA loan applications or investor presentations, as well as done-for-you financial projections and business plan writing services. Founded by Adam Hoeksema and based in Anderson, Indiana, the team includes former SBA lending professionals with over 17 years of combined SBA experience.

Distressed Loan Advisors specializes in SBA loan default consulting, Offer in Compromise negotiations, and bank lien releases. Founded in 2009 by Jason Milleisen, a former bank vice president who managed a $400 million delinquent SBA loan portfolio, the firm has helped hundreds of small business owners settle SBA debt, saving over $50 million collectively. They are not attorneys but position themselves as an SBA attorney alternative.

SMB Diligence provides legal and financial due diligence services exclusively for small business buyers through a network of vetted M&A lawyers and Quality of Earnings professionals. They offer fixed-rate packages at 30-50% below market rates, including legal document review and financial analysis services, helping hundreds of buyers across dozens of industries close deals with confidence while avoiding common acquisition pitfalls.