Why don’t you just keep the good deals for yourself?

That’s not how this gets paid. The fee covers the search, the screening, and the advisory work across the engagement — there’s no structure that rewards holding a good opportunity back from a buyer who’s already paying for it.

What happens if the search doesn’t lead to a closed deal?

There’s nothing to refund, because nothing is billed in advance. If fewer than ten qualifying deals have been presented within twelve months, the monthly fee pauses until it catches up — and at that checkpoint, you can also part ways by mutual agreement, keeping every piece of research and your buy box, owing nothing further.

Isn’t this just the same listings I could find myself?

Some of it is publicly listed — there’s no claim to secret deals nobody else can see. The difference is what happens before something reaches you: every opportunity is screened for fit, financing viability, and red flags most buyers don’t know to look for yet.

Lloyd Silver, CFA · Buy-Side Advisory

You Don’t Have to Run This Search Alone.

A managed acquisition process for financially qualified buyers, led by Lloyd Silver, CFA — hundreds of transactions worked on both sides, built to get you to a closed deal.

Book a call with Lloyd

What Actually Stops Buyers From Closing

Most buyers who don’t close aren’t blocked by a lack of good deals. They’re stuck on one of five things.

01Time: A real search takes hours a working buyer doesn’t have to spare on top of an existing job.
02Confidence: Not knowing whether a deal is actually good, or whether you’re the one who can pull it off — including the moment the whole process feels like one unsolvable problem instead of a series of manageable ones.
03Access to expertise: Financials, lending, legal, deal mechanics — you’re not going to become an expert in all of it, and you don’t have to if the right people are in your corner.
04Structuring the deal: Getting price and terms right, together, so the return justifies the risk — not just negotiating a number.
05Deal flow: Finding real opportunities, on-market or off, instead of what’s already been shopped around.

None of these are about deal quality. They’re about what it takes to actually get from looking to closing.

How This Solves It

01Time: A team runs the sourcing, screening, and follow-up day to day. Your search stays part-time; the operational work doesn’t.
02Confidence: Every opportunity gets evaluated by someone who’s made this exact call hundreds of times before you have to make it.
03Expertise: Financial analysis, lending, legal, and deal mechanics run through people who do this daily: a valuation from a CFA charterholder, an existing lender network, attorneys who’ve done this before, brought in exactly when you need them.
04Deal structure: Offers get built and negotiated around price and terms together, aimed at the return that justifies the risk, not just the lowest number on the page.
05Deal flow: Sourcing runs on-market as standard, with an off-market option if you want a wider net, so what reaches you isn’t only what’s already been shopped around.

None of this is billed in advance. An onboarding fee, a monthly fee while the search is active, and a success fee at closing — each charged only for work already delivered, nothing collected upfront, nothing credited against the success fee.

Buyer Representation vs. Buy-Side Advisory

Not an advisory client? You still get real work. Lloyd checks your criteria, keeps watching for the right fit, and represents you once a deal is on the table — doing the analysis to help you make a good offer. That’s Buyer Representation, and it isn’t free: it’s a per-deal agreement, with fees shaped around that one deal. Here’s how the two compare.

	Buyer Representation	Buy-Side Advisory
Approach	Responsive — Lloyd checks your criteria against what’s currently available, then keeps watching for a fit.	Proactive — Lloyd’s team runs the search for you, before you find anything.
Sourcing	Checked against what’s currently available, then monitored for a new fit.	On-market as standard, with an off-market option for a wider net.
Screening	Analyzed once it surfaces: a match Lloyd flags for you, or a deal you bring in yourself.	Every opportunity is screened for fit and financing before it ever reaches you.
Representation & negotiation	Represented in the one transaction you brought.	The same representation, across every deal the search surfaces.
Agreement	A buyer representation agreement for that one deal.	An ongoing engagement covering the full search.
What you pay	Fees shaped around the single deal: the work as it’s delivered, plus a success fee at closing, and no ongoing monthly engagement.	An onboarding fee and a monthly fee while the search is active — each billed only for work already delivered — plus a success fee at closing.

Approach

Buyer Representation

Responsive — Lloyd checks your criteria against what’s currently available, then keeps watching for a fit.

Buy-Side Advisory

Proactive — Lloyd’s team runs the search for you, before you find anything.

Sourcing

Buyer Representation

Checked against what’s currently available, then monitored for a new fit.

Buy-Side Advisory

On-market as standard, with an off-market option for a wider net.

Screening

Buyer Representation

Analyzed once it surfaces: a match Lloyd flags for you, or a deal you bring in yourself.

Buy-Side Advisory

Every opportunity is screened for fit and financing before it ever reaches you.

Representation & negotiation

Buyer Representation

Represented in the one transaction you brought.

Buy-Side Advisory

The same representation, across every deal the search surfaces.

Agreement

Buyer Representation

A buyer representation agreement for that one deal.

Buy-Side Advisory

An ongoing engagement covering the full search.

What you pay

Buyer Representation

Fees shaped around the single deal: the work as it’s delivered, plus a success fee at closing, and no ongoing monthly engagement.

Buy-Side Advisory

An onboarding fee and a monthly fee while the search is active — each billed only for work already delivered — plus a success fee at closing.

One rule applies to both: if the seller’s broker is willing to share part of their commission, it applies against the success fee either way.

Who This Is For

Right fit if

You have at least $200K in investable capital, and income that supports the fees and reserves along the way on a meaningful acquisition.
You can clear SBA or conventional financing, or you have the equity to do this in cash.
You can name specific experience that transfers to the business you want to run. “I’m a quick learner” isn’t a qualification.
You want execution help, not another course.
You’re ready to act when the right deal shows up.

Not the right fit if

You’re still in the education phase — a coaching program serves you better right now.
You won’t make offers when the right deal surfaces.
Your spouse or partner hasn’t been part of the decision. Bring them to the call.

THE PERSON RUNNING YOUR SEARCH

Someone Who’s Watched Where Buyers Get Stuck

Lloyd Silver, CFA, speaking to a group of prospective business buyers

Lloyd Silver, CFA, is a Chartered Financial Analyst and a Certified Business Intermediary — a rare combination in this segment, and the reason sellers and brokers take his valuation input seriously instead of treating him like any other buyer.

He’s personally worked hundreds of transactions on both the buy side and the sell side. That volume is where the pattern recognition comes from: recognizing a real opportunity, and a dead end, faster than someone seeing their first hundred deals.

Before this practice, Lloyd spent two years teaching the acquisition process to more than ten thousand people — and watched, over and over, exactly where qualified buyers get stuck. Not because they weren’t smart enough or didn’t want it badly enough. Because of the same five things: time, confidence, expertise, structuring, deal flow. That’s why this service is built the way it is.

He runs an active brokerage today, with working relationships across M&A attorneys, SBA lenders, CPAs, escrow agents, and real estate professionals — built over years of real deal work, not a referral list handed to him.

BEFORE YOU REACH OUT

Questions Buyers Ask

The hesitations we hear most, answered directly.

Why don’t you just keep the good deals for yourself?: That’s not how this gets paid. The fee covers the search, the screening, and the advisory work across the engagement — there’s no structure that rewards holding a good opportunity back from a buyer who’s already paying for it.
What happens if the search doesn’t lead to a closed deal?: There’s nothing to refund, because nothing is billed in advance. If fewer than ten qualifying deals have been presented within twelve months, the monthly fee pauses until it catches up — and at that checkpoint, you can also part ways by mutual agreement, keeping every piece of research and your buy box, owing nothing further.
Isn’t this just the same listings I could find myself?: Some of it is publicly listed — there’s no claim to secret deals nobody else can see. The difference is what happens before something reaches you: every opportunity is screened for fit, financing viability, and red flags most buyers don’t know to look for yet.

See if This Fits, Then Book a Call

Answer a few questions about your capital and financing. If it’s a fit, you’ll book a call with Lloyd directly — no separate approval step.