Under Contract
Established Debt Placement Advisor; Asset-Light, Scalable
Debt Placement Advisory Business in Tempe, Arizona
On NextCompany since October 15, 2026 (today)
Tempe, AZEstablished 20131 FT + 0 PT employees
Business overview
This Tempe, Arizona business places non-bank debt for lower middle market companies. Its work covers real estate financing, asset-based lending, and multi-collateral debt restructurings. The business has operated since 2013. Referral partners generate leads, and clients pay success fees at closing.
The remote operation uses proprietary lender data and an email list of approximately 11,000 subscribers. The asking price is $1,400,000, with $699,058 in gross revenue and $529,495 in adjusted cash flow. The seller offers up to six months of training, introductions, and lender intelligence transfer. The business is under contract as the owner moves toward retirement.
Who is a good fit for this business
- Financial advisory firms seeking a debt placement practice with proprietary lender data.
- Operators experienced in lower middle market lending who value a referral-driven source of new leads.
- Buyers seeking a remote advisory business with an established email audience.
Details
- Reason for selling
- Transition toward retirement
- Real estate
- No real estate
Frequently Asked Questions
The business places non-bank debt for lower middle market companies. Its engagements cover real estate financing, asset-based lending, and multi-collateral debt restructurings.
Referral partners drive inbound leads to the business. Approximately 4 to 5 new leads arrive each month, and clients pay success fees at closing.
The business operates remotely with one full-time employee. The owner works 25 to 35 hours weekly and uses proprietary lender data.
The seller offers up to six months of training. That support also includes introductions and a transfer of lender intelligence.
The business is under contract, meaning the seller has accepted an offer. The owner plans to move toward retirement.