For sellers, we guide you through the entire process of selling your company including analysis and pricing, development of a custom marketing strategy, buyer search and qualification, maintaining confidentiality, deal structuring, and negotiation and closing activities.

For buyers, we lead you through the process of prescreening a businesses, valuating companies of interest to determine a business’s worth, conducting due diligence, evaluating the business’s financials, identifying funding to make the sale, negotiating the terms of the deal, and ensuring a smooth and orderly transition of the business.

Whether a new or existing business, we help you record, analyze, manage, track, and forecast your business finances so you can make informed business decisions and grow your company.

We start with an in-depth onboarding process that defines roles, policies and procedures, sets expectations and financial goals, and ensures communication is timely.  

We also build a plan with you to limit fixed expenses, build and maintain reserves, plan for taxes, and increase profitability, so you know where every dollar is coming from, and where every dollar is going.

Whether buying a new business or expanding your current one, we find the capital you need to grow.  

Through our partnerships with the SBA, lenders, investors, and venture capitalists, we secure the right funding partnership on the right terms for your company, and guide you through the process to secure the deal.

We offer businesses customer financing so you get paid up front, even when customers may need a payment plan option.

Our partnerships with hundreds of lenders allows your customers to find the right financing option for them to do business with you.

Benefits are not only important for attracting and retaining employees, but also for protecting you, your business, and your family should anything happen to you.  

We offer health, disability and life insurance as well as retirement planning for self-employed individuals, and group benefits for employees and key-personnel.

If you are planning to transfer your business to a family member, current employee, or business partners, we will guide you through the succession management process to ensure you have a clear financial plan for changing hands so your legacy will continue to live on.  

Congratulations on your new business!

By working with Stallion Wealth Group, you will be guided through the fundamentals of launching your business from creating your legal structure and federal employer identification, helping you formulate a solid business plan to source funding, setting up systems for accounting, record keeping, and order processing and processes for paying bills, employees, taxes, and maintaining permits and securing insurance.