Looking for lending, legal, and accounting support for first transaction

June 18, 2025

by a searcher from University of Pennsylvania - Philadelphia in New York, NY, USA

We're gaining momentum with a seller of a medical billing business ($1M EBITDA) and starting to build the support team. Specifically we're looking for: - Banker to help with SBA7a lending - Legal advisory - Accounting/financial diligence advisory This transaction will be first of multiple as as scale our platform. Welcome all recommendations, though ideally folks with healthcare services experience. Thanks in advance.

Reply by a professional
from St. John Fisher College in New York, NY, USA

Hi Tim, happy to make some introductions to lawyers, and have a conversation about the accounting diligence or provide some general background and guidance on the overall process and how to approach. Goran Pavlovski is an excellent contact for SBA financing, he brokers the process and runs point for investors. Feel free to email me at redacted and I'd be happy to find some time to chat or grab coffee/lunch in person in the city.

Reply by a professional
in New York, NY, USA

Thanks ^redacted‌ for the tag. ^redacted‌ email me at redacted to discuss your specific acquisitions. I have worked on over 200 Acquisitions as a QoE specialist. I offer Full Quality of Earnings reports. QoE Lites and financial verification. I work with ^redacted‌, so I would reccomend him as well on the lending side.

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