About OneClose

OneClose was built on a simple observation: the gap between “free template from Google” and “hire a $50,000 M&A advisory firm” is enormous, and most business buyers and sellers fall right in the middle.

We create professional transaction documents, the same CIMs, investor decks, lender packages, and acquisition toolkits used in institutional dealmaking, and make them accessible to everyone doing real deals in the small business and lower middle market.

OneClose was founded by a team with roots in investment banking, private equity, and entrepreneurship. Our team has screened hundreds of businesses, closed billions in transaction value across both buy-side and sell-side mandates, and raised hundreds of millions in capital using the exact same types of documents we now make available to you. This isn’t theoretical knowledge packaged into templates. Every CIM framework, every lender package structure, every capital raise deck layout comes from two decades of live transaction experience.

We built OneClose because we saw too many capable buyers lose deals and sellers not have competitive bidding driving higher valuations, not because they lacked the ability to close or the business wasn’t deserving of the higher valuation, but because they lacked the materials to be taken seriously. Whether you’re buying your first business, selling the company you’ve built over 20 years, or raising capital for your next acquisition, we give you the same institutional-quality materials that get deals done at the highest levels, at a fraction of the cost.

Our Approach