Workflow
Coordinate Acquisition Diligence Across Buyer, Seller and Lender
Keep acquisition-financing questions, document requests, owners and disclosure decisions connected across the people moving the transaction.
- Audience
- Business owners, founders, acquisition entrepreneurs and supporting advisers
- Products
- CRM, Documents, Tasks, Aurora, Share Pages
- Prerequisites
- Actual transaction participants, Dated requests, Authorized source access, Defined disclosure decision owners
- Expected outcome
- Role-separated request/disclosure/owner board
- Approval boundary
- Parties and advisers approve disclosures and consequential decisions; no automated closing judgment
Give the financing handoffs a clear owner
Coordinate acquisition-financing diligence with a request board that connects each question to its source, responsible person, approved material and next action. Use CRM for the relationships, Documents for the review pack and Tasks for outstanding work. Keep the buyer, seller, lender and advisers' responsibilities distinct.
This is process coordination. Finta does not decide whether to buy the business, approve financing, interpret legal risk or conduct a closing.
Build the request and disclosure board
| Request | Source and owner | Evidence state | Disclosure decision |
|---|---|---|---|
| Lender asks for specified historical records | Actual lender request; seller's authorized finance owner | Missing, present or unverified | Buyer/advisers confirm permitted recipient and route |
| Buyer asks about a contract | Buyer's dated question; seller's contract owner | Relevant source and unresolved point | Authorized legal review before disclosure |
| Adviser asks for transaction structure facts | Actual adviser request; responsible transaction lead | Draft or approved facts | Share approved version only |
| Another party asks for access | Verified identity and purpose | Access request, not document completion | Owner approves minimum necessary access |
The board should show where work is blocked without collapsing separate parties into one generic “deal team.” Seller access to a source is not automatic permission for buyer, lender or adviser access.
Coordinate the process in Finta
- Preserve the real relationships. Add or reuse genuine buyer, seller, lender and adviser contacts with the appropriate companies. Do not invent representatives or imply a party has agreed to participate.
- Collect actual requests. Keep the original source, date, transaction reference, requested entity and period. Preserve questions that different parties ask differently.
- Organize approved material. Store files cleared for this workspace and purpose. Maintain a reviewed request index; do not treat file availability as legal permission to disclose it.
- Ask Aurora for the handoff map. Identify request, evidence, owner, disclosure approval and next action. Keep financial/legal questions for the responsible advisers rather than asking Aurora to decide them.
- Create owned tasks. Give missing sources and approvals a human owner and realistic next-action date.
- Prepare recipient-specific packs. Share only approved materials through a route the recipient accepts. Reconcile what was actually delivered and acknowledged.
The first-acquisition financing guide explains the situation. This workflow owns the coordination board rather than the financing structure decision.
A prompt for the next transaction review
Review this acquisition-financing request board and selected approved sources. Identify unanswered questions, missing materials, missing owners and approvals needed before disclosure. Preserve buyer, seller, lender and adviser roles. Suggest the next handoff with source references. Do not decide valuation, legal sufficiency, financing approval or closing readiness, and do not send documents.
Illustrative result: a blocked request becomes actionable
A fictional buyer has received a lender request for historical financial records. The seller's finance lead holds the source, but disclosure approval has not yet been confirmed. The board says “source owner known; disclosure pending; transaction lead to confirm permitted pack.”
It does not call the request complete because a file exists, and it does not expose the source to every participant. This synthetic example demonstrates ownership and control, not an actual acquisition or a cleared legal pack.
Use a receipt, not a closing prediction
The receipt lists dated requests, source owners, disclosure approvals, delivered files, outstanding tasks and next review. Record actual acceptance, acknowledgment and financing decisions only when supplied by the responsible parties. A room view is not a financing approval.
If SBA 7(a) is being considered, SBA's program page includes changes of ownership among potential uses, but the actual lender and applicable rules govern the transaction's route and requirements.
Resolve the handoff failures
Conflicting request versions: ask which version governs. Wrong entity or period: obtain the correct approved source. Missing disclosure consent: pause that handoff. No assigned owner: choose one before setting a date. An adviser interpretation is needed: attach the question and source, not an AI legal conclusion.
Continue with an approved lender room or request reconciliation. Keep the work moving while the responsible professionals retain the decisions.