Not every deal needs the same level of support. Genesis Capital Partners offers flexible engagement options — from complimentary lender placement to comprehensive transaction structuring advisory.
For buyers and brokers with qualified deals who need the right lender introduction.
Deal intake review and initial qualification assessment
Identification of appropriate lender types for your opportunity
Lender introductions for qualified deals
Referral placement with our lender network
Buyers with clean, well-documented deals ready for lender review
Brokers with qualified clients needing a lender introduction
Experienced buyers who have already done their financial preparation
Lender placement is available at no cost for qualified opportunities. Acceptance is based on deal review and does not guarantee financing approval or lender commitment.
For buyers and brokers with qualified deals who need the right lender introduction.
Business tax return review (typically 2–3 years)
Cash flow analysis and DSCR estimate
Add-back review and documentation assessment
SBA eligibility observations and program guidance
Lenders underwrite to strict cash flow coverage standards. Knowing where your deal stands — before you submit it — allows you to address weaknesses, document add-backs properly, and approach lenders with confidence. This review gives you a clear picture of how your deal will look through a lender's lens.
Buyers who are uncertain whether their deal will qualify
Transactions with complex financials, add-backs, or SBA eligibility questions
For buyers navigating the full complexity of an SBA-financed business acquisition.
SBA borrower form preparation assistance (SBA Form 1919 — Borrower Information)
Personal Financial Statement review and support (SBA Form 413)
Equity injection source documentation guidance
Seller note structure and standby note guidance
Purchase agreement structure feedback
Bill of sale outline guidance
Non-compete structure review and guidance
SBA transactions have detailed documentation requirements that trip up many buyers and their advisors. Errors in form preparation, improper equity injection documentation, or misstructured seller notes can delay or derail closings. Our transaction structuring support helps you get the paperwork right — and keeps your deal moving.
Genesis Capital Partners does not provide legal or tax advice. Documentation assistance is advisory in nature and does not constitute legal representation. Clients are advised to retain qualified legal counsel for all transaction documents.
First-time SBA borrowers unfamiliar with documentation requirements
Buyers working without a transaction attorney or with limited SBA experience
Brokers whose clients need structured documentation support
