The Place to BuildTrusted RelationshipsWhen Buying or Selling a Business

“- The questions posed to the sellers were batched and didn't add a lot of noise to them. - The rigor was high so I felt pretty confident in their analysis of the various reconciliations. - Unexpected...”

“Heather and her team were phenomenal. They assisted me with my projections for the deal, thinking about structuring, preparing my loan application package and syndicating my deal. I had 3 term sheets...”

“Joshua’s biggest strength was his thorough, independent validation of the seller’s numbers and addbacks. He did not just accept the recast at face value. He tied items back to source data, flagged gap...”

“Josh was great to work with. He did a thorough job. He and his team answered all of my questions and I would definitely use them again next time through.”

“Heather was a tremendous asset to me in acquiring Jaywalker Lodge. She quickly reviewed my materials, underwriting, CV, history and helped build a package that was logical and attractive to lenders. S...”

“Viso has a great network of SBA banks and knows the right people at the banks. Rachel helped us with our financial projections ans was able to source three high quality term sheets, each with its own...”

“Great Communication, I had a specific person I worked with and didn't get bounced around. They worked with me like a real person through the Acquisition”