Help serious buyers close with a credible post-close plan.

A buyer can be serious, funded, and under LOI — and still be thin on what happens after close. Anchora helps that buyer show a credible first 100-day plan without sourcing deals, brokering transactions, raising capital, negotiating terms, or stepping into your advisory role.

The goal is not to reopen the deal. The goal is to help the buyer look prepared for what happens after close.

No intake form. No pitch deck. Just a short read on whether the buyer's handoff plan is thin.

What Anchora does

Helps acquisition buyers install a first 100-day post-close control plan: cash visibility, reporting cadence, operator accountability, seller transition tracking, and owner-side decision rhythm.

Who it is for

Brokers and M&A advisors with serious SMB buyers under LOI, approaching close, or recently closed.

Why brokers / advisors care

A prepared buyer gives the seller more confidence, gives the lender better visibility, and reduces post-close blowback that can reflect poorly on the transaction.

Why it matters

A buyer can be serious and still be unprepared for the handoff.

The buyer may have capital, a signed LOI, lender interest, and conviction. But sellers, lenders, and advisors still need confidence that the business will be under control once ownership changes hands.

  • The buyer hesitates because the post-close plan is thin.
  • The seller worries the business may lose its footing.
  • The lender wants better borrower visibility.
  • Diligence exposes issues that need action.
  • No one owns the first 100 days.
  • Post-close chaos may reflect poorly on the transaction.
What this does for you

Anchora helps your buyer close with conviction — without stepping into your lane.

What this does for your buyer
  • Gives the buyer a credible first 100-day plan
  • Makes the handoff feel manageable
  • Clarifies what the owner should know after close
  • Makes operator accountability visible
  • Reduces post-close uncertainty
What this does for you
  • This helps your buyer look prepared
  • This helps the seller feel safer about the handoff
  • Reduces post-close blowback that can reflect poorly on the transaction
  • Protects your reputation
  • A clean answer when a buyer asks “what happens after close?”
  • Adds value without expanding your advisory scope
Seller-safe

This should not scare the seller.

Anchora is not introduced because the buyer is weak. Anchora is introduced because serious buyers plan the handoff before the business changes hands.

  • The buyer is preparing for continuity
  • The seller’s legacy is being taken seriously
  • Transition risk is being addressed
  • The buyer is not improvising the first 100 days
  • Anchora does not renegotiate the transaction or reopen diligence
No deal friction

Anchora is not another diligence track.

Anchora is not another advisor in the deal. Anchora does not run the sale process, negotiate terms, advise on valuation, source buyers, raise capital, or manage diligence. Anchora begins where the transaction process usually leaves off: helping the buyer install the post-close control system needed to own the business well.

No deal sourcing No brokerage No finder fees No capital raising No valuation advice No transaction negotiation No management replacement
Founder credibility

Built by someone who has sat around the transaction table — and inside the business after close.

Anchora was built by a CFO / operator with 20+ years across private equity, interim CFO work, post-close integration, lender reporting, board reporting, cash visibility, FP&A, working capital, and finance-function stabilization.

  • PE-backed CFO / operator background
  • Alvarez & Marsal and PwC Strategy& experience
  • Interim CFO and operating roles
  • Post-close integration exposure
  • Lender, board, cash, FP&A, KPI, and working-capital experience
  • Founder-led and pressure-window situations
Why this work matters

The backbone of America needs a better handoff.

Small businesses put people to work, support families, serve communities, and carry the legacy of the owners who built them. When ownership changes hands, the handoff matters.

Anchora helps serious buyers carry the business forward with visibility, cadence, and accountability after close.

When to bring Anchora in

Bring Anchora in when the buyer has a real deal — and the post-close plan is thin.

Refer a buyer when
  • Buyer is under LOI
  • Buyer is approaching close
  • Buyer recently closed
  • Buyer is not the day-to-day operator
  • A credible operator or GM exists
  • Seller transition is material
  • Lender or investor reporting is required
  • Cash visibility is limited
  • The finance function is weak
  • No one owns the first 100-day plan
  • Buyer asks “what happens after close?”
Hold off when
  • Buyer wants acquisition-target sourcing
  • Buyer wants capital raised
  • Buyer expects Anchora to run the business
  • No credible operator exists
  • Buyer wants transaction success-fee economics
  • Business is too small to support outside help
  • Buyer has no real deal in motion

Not sure whether a situation fits? That is exactly what the 15-minute call is for.

Pressure-test a buyer's post-close plan
How to introduce Anchora

Use this language with a buyer.

The practical question is “how do I introduce this without sounding like I’m selling another service?” Forward one of these — they are written to stay in your voice.

Forwardable email / intro

“I know a firm that helps acquisition buyers think through the first 100 days after close. They do not broker deals, raise capital, or replace management. They help buyers install cash visibility, reporting cadence, and operator accountability so the business has a clearer post-close plan. It may be worth a short conversation.”

Short text / LinkedIn

“I know someone who helps acquisition buyers think through the first 100 days after close. They do not broker deals, raise capital, or replace management. They help buyers put basic post-close control in place so the handoff feels more credible.”

What Anchora does

What Anchora installs after close.

By the end of the first 100 days, the owner should know how cash is moving, whether the operator is on plan, where the risks are, what decisions are pending, and whether the business is stabilizing under new ownership.

01
First 100-day workplan
02
13-week cash visibility
03
Owner reporting package
04
KPI cadence
05
Operator scorecard
06
Seller transition tracker
07
Risk register
08
Decision log
09
Lender / investor reporting support
10
Finance-function roadmap
Boundaries

We stay out of your lane.

  • Source buyers or sellers
  • Broker transactions
  • Receive finder fees
  • Raise capital
  • Negotiate transaction terms
  • Advise on valuation
  • Prepare sale materials
  • Run the sale process
  • Replace the attorney
  • Replace the CPA
  • Replace the lender
  • Replace the broker / advisor
  • Act as CEO or GM
  • Run the business day to day

You continue to own the transaction process. Anchora supports the buyer’s post-close control plan.

AreaBroker / AdvisorAnchoraBoundary
Buyer / seller sourcingSources and screens partiesNo roleAnchora never sources deals or parties
Sale processRuns the process to closeNo roleAnchora starts after the process
LOI / transaction termsNegotiates LOI and termsNo roleTerms stay with you and counsel
ValuationAdvises on priceNo roleAnchora gives no pricing opinion
Diligence coordinationCoordinates diligenceMay translate findings into a post-close planNot a second diligence track
Seller transition planningFrames transition in the dealBuilds the post-close transition trackerSupports continuity; never reopens the deal
Buyer readinessAssesses fit for the dealBuilds the post-close control planReadiness to own, not to transact
Lender-facing materialsPrepares financing materialsSupports ongoing lender / investor reportingPost-close reporting, not financing
First 100-day planOwns the first 100-day control planAnchora’s core post-close lane
Post-close cash visibilityInstalls 13-week cash visibilityOwner-side, after close
Operator scorecardBuilds the scorecard and cadenceAccountability layer, not the operator
Owner reporting cadenceInstalls owner reporting cadenceOwner visibility, not management
Gray zones — diligence findings, seller transition, buyer readiness — are handled carefully and only to support the buyer’s post-close readiness. Anchora declines engagements where no credible day-to-day operator exists.
Sample owner readout

What your buyer should be able to see after close.

This is the kind of weekly view Anchora helps the owner build: cash, KPI movement, operator accountability, open risks, and pending decisions.

Illustrative owner readout — not a client result. This is the kind of transaction confidence a prepared buyer can show after close.

Economics

Buyer-funded, scope-defined, no transaction economics.

Anchora is paid by the buyer or acquisition vehicle for post-close owner-side operating office support. Anchora does not receive brokerage fees, finder fees, success fees, or transaction-based compensation.

Most broker introductions should start with a short post-close plan conversation, not a full engagement discussion.

The broker entry point

First 100-Day Ownership Control Tower

A fixed-scope post-close engagement for a buyer who already has a business in motion and needs control quickly — visibility, reporting, cash discipline, and operating cadence.

Starts at$50K
Pressure-test a buyer's post-close plan
If the owner wants it to continue

Ongoing Owner’s Operating Office

A recurring owner-side governance and reporting cadence for buyers who want continued visibility and accountability after the first 100 days — without becoming the day-to-day operator. Starts at $10K/month; scope set per engagement.

The engagement is only appropriate where the cost of poor post-close control is materially higher than the fee. Scope and fees are set per engagement, depending on business size, deal complexity, finance-function maturity, reporting needs, and operator status.

FAQ

Straight answers for brokers and advisors.

Does Anchora broker deals?
No. Anchora is not a broker, finder, or intermediary. It does not run sale processes, negotiate terms, or earn transaction fees. Anchora begins after the deal, helping the buyer install post-close control.
Does Anchora source buyers or sellers?
No. Anchora does not source, screen, or introduce buyers or sellers, and does not source acquisition targets. It works with a buyer you already have in motion.
Does Anchora receive finder fees or transaction compensation?
No. Anchora is paid by the buyer for post-close operating-office support only — no finder fees, success fees, brokerage, or transaction-based compensation.
Does Anchora interfere with the transaction process?
No. Anchora does not touch sourcing, valuation, terms, or the sale process. You continue to own the transaction; Anchora supports the buyer’s post-close control plan.
Will this scare the buyer?
It should not. Anchora is framed as helping a serious buyer plan the first 100 days — a sign of diligence, not weakness. It reduces post-close uncertainty rather than adding a hurdle.
Will this scare the seller?
No. Anchora does not renegotiate the transaction or reopen diligence. It signals the buyer is planning continuity and taking the seller’s legacy seriously.
When should I introduce Anchora?
When the buyer has a real deal in motion — under LOI, approaching close, or recently closed — and the post-close plan is thin, especially if the buyer is not the day-to-day operator or a lender needs reporting.
Who pays Anchora?
The buyer or acquisition vehicle, for post-close owner-side support. Never the broker or advisor, never the seller, and never through a transaction fee.
Does Anchora replace the operator?
No. Anchora is the owner’s office, not the operator. It builds the operator scorecard and accountability cadence; a credible operator or GM must already exist or be installed by the buyer.
Does Anchora replace the broker / advisor?
No. Anchora has no role in the transaction and competes with nothing you do. It picks up after close, on owner-side control.
What if the buyer has no operator?
Anchora will not become the operator. If there is no credible operator and no plan to install one, that is a hold-off — Anchora can help flag the gap, not fill the seat.
What happens in the first 15-minute call?
A short, no-pressure read on the buyer’s post-close risk: is there a real deal, a credible operator, and a thin post-close plan? If it is not a fit, we say so. No intake form, no sales process.
Schedule

Have a buyer under LOI, approaching close, or recently closed?

If the buyer has a real business in motion and a credible operator — but lacks post-close visibility, cadence, or control — Anchora can help pressure-test the handoff.

In 15 minutes, we’ll discuss the buyer’s situation, where control could break after close, and whether Anchora is relevant. If not, we’ll say so. No intake form, no pitch deck.