Once a deal is live, we work alongside you from a signed LOI, term sheet or lender submission through to close. We handle the numbers and the lender’s questions, and support you through the negotiation, so you can keep running the business.

Strike: live deal support

$5,000 a month while the deal is live, plus 1% of the deal value when a sale or acquisition closes. There’s no success fee on loans.

• Data room built and indexed

• Lender and buyer questions logged and answered within 1 business day

• Diligence support and quality of earnings liaison

• The model kept current through the lender process and through to close

• Purchase agreement numbers and funds flow, with your attorney

Billing starts at a signed LOI, term sheet or lender submission, not at listing, and stops at month-end when the deal closes or falls away. Finance Operations clients can use their Capital Desk credit for up to 50% of each invoice.

Secure: after the deal

$11,500 over 90 days. A finance stand-up for the first 90 days after closing, built around a 100-day finance plan.

• Close calendar, chart of accounts and approval workflows set up

• Lender or sponsor reporting, covenant pack and weekly cash

• A budget for the rest of the year

• Then Foresight or Oversight, with no setup fee

If you are the buyer, Secure is booked when Strike is signed. If you are selling, we can offer the buyer a finance stand-up after closing, with your written consent.

We work alongside your attorney, CPA and broker. Sanctum Business Advisory LLC is not a CPA firm and does not provide tax, audit or legal services.