The Transaction Toolkit
The deal materials back office for brokers and advisors.
Brokers and advisors win listings on relationships, then lose nights and weekends to document production. OneClose is the back office that takes production off your desk, with white-label CIMs, teasers, lender packages, and valuation work product delivered under your brand at a flat fee.
20+ Years
Live transaction experience
1,000+
Businesses screened
$2 Billion+
In transaction value closed
$250 Million+
In capital raised
Who We Are
The same materials that close institutional deals,
produced under your brand, on your timeline.
OneClose builds the professional transaction documents that institutional dealmakers rely on, the CIMs, teasers, lender packages, valuation work product, and full acquisition toolkits, and produces them as a white-label back office for the brokers, M&A advisors, and independent sponsors running deals in the small business and lower middle market. Buyers and sellers working a deal on their own get the same documents from the same team.
The firm was founded by a team with roots in investment banking, private equity, and entrepreneurship. Together we have 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 same documents we now produce for you. None of this is theory packaged as a template. Every CIM framework, every lender package, and every capital-raise deck comes from two decades of live transaction experience.
That is why we built OneClose. Your name goes on the cover, your logo, your colors. We never contact your client, never take a percentage of your fee, and never appear in the transaction. You stay the advisor of record and we handle the production work behind you. The same standard applies when a buyer or seller comes to us directly.
Our Approach
Built to a standard, not a price point.
01
Quality Over Quantity
Every document is built to the standard expected in institutional transactions, then delivered under your brand and ready to send. No generic fill-in-the-blank forms, real structure, real content frameworks, and real financial models.
02
Speed When It Matters
Templates download instantly. Custom documents arrive in five business days, with two-day expedited turnaround available. Deals move fast, and your documents should never be the bottleneck.
03
Never Your Competitor
We produce transaction documents and analytical work product, nothing else. We do not market listings, introduce buyers or sellers, negotiate transactions, or provide valuation opinions, so the advisor who hires us is never competing with us for the deal.
Ready to close?
See broker and advisor pricing, or browse the template library if you are running your own deal.