For searchers, acquirers & operators

The search starts.
So does the
execution risk.

Five Experts is the coordinated system built to support you from the first deal search through Phase 5 — whether you are financing with SBA or acquiring a $1M–$5M EBITDA business. The right expert, at the right phase, coordinated through your dashboard.

Join free — no credit card See the five phases
Free to join. Expert matching unlocks when you upgrade at $295/month.
Free tier — $0 always
Invitations to curated group Zoom sessions
100-day plan template
Diligence checklist
Resource library
1 free expert intake call
Dashboard access
Join free
Full membership — $295/mo
Coordinated expert matching — right expert, right phase, within 24 hours
Acquisition lifecycle organized in your dashboard — content, resources, and expert recommendations mapped to your phase
Acquisition readiness guide
Deal evaluation framework
Access to ETA advisors — search capital, acquisition criteria, deal sourcing
SBA financing guide with lender introductions
Broker outreach templates and coaching
Capital stack introductions — SBA lenders, structuring attorneys, and equity sources
LOI and deal review — written feedback within 5 business days
Curated group Zoom sessions — one per phase
Deal war room — coordinated execution support from Day 1
100-day plan review with written feedback
Monthly P&L benchmarks by industry
Operator peer matching — 1:1 at your stage
Expert office hours — all domains
Value creation playbooks — saved in your dashboard
Direct chat with hired experts
Integrated Zoom for expert sessions
Exit readiness tracking — annual review with an expert
Upgrade to full access — $295/mo
$0
to join Five Experts and start
24hr
expert match after upgrading
5
phases covered — search through exit
$295
per month — full membership
Small business owner
The Great Ownership Transfer
6 million businesses.
Who runs them next?
Inside your dashboard

1-to-1 with your expert.
Private. Direct. Phase-matched.

Every conversation is private and expert-led. No forums. No community advice. Just the right expert for your phase, matched and available when you need them.

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⬛ Dashboard
📅 Booked Engagements
★ Bookmarked Experts
💡 Suggested Experts
💬 Chat
📚 Value Creation Content
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✓ Fractional COO matched — seller transition
Based on your deal stage, we've matched you with a Fractional COO who handled a nearly identical seller transition. Available this week.
View profile
Book follow-up
COO
Fractional COO · Today, 9:14 AM
I've worked through four seller transitions in LMM deals. The key risk in your situation is knowledge concentration — let's map the critical relationships before Day 15.
You
You · Today, 9:31 AM
The office manager handles all vendor relationships personally. What's the risk if she leaves in Month 2?
COO
Fractional COO · Today, 9:47 AM
High risk — flag this as Priority 1. I can help you structure a retention agreement before Day 15. Want to schedule a working session this week?
Message your expert...
Suggested for your phase
✓ Matched to Phase 4
Fractional COO
Seller transition · 4 acquisitions
$175 / session · Available this week
HR & Retention Expert
Key-person risk · Comp restructuring
$125 / session
Fractional CFO
Cash flow · SBA compliance
$200 / session
Join to access your dashboard →
Your first expert call is free.
No pitch. No pressure.
Every member starts with a free intake call. Tell us where you are in your search or ownership journey — we will tell you exactly which experts would change your outcome and when.
Book your free intake call →
What makes Five Experts different

You don't have to figure out
who you need next.
That's our job.

Most operators don't know what they don't know until it's too late. A directory gives you names. A marketplace gives you options. Five Experts gives you a recommendation — based on your deal, your phase, and what's actually at stake. We've seen enough acquisitions to know what's coming before you do. We tell you exactly which expert would change your outcome, and when.

A directory or marketplace
Here are 40 experts. Good luck.

You search. You filter. You guess. You pick someone who looks right and hope they are. When that phase ends, you start over. Nobody knows your deal. Nobody is watching out for what comes next.

Five Experts
We know your deal. We tell you who you need.

After your intake call, we make purposeful recommendations — not a shortlist, a curated match. The right expert or team for your phase, your deal type, and what you are working through. And when your phase changes, we already know who comes next.

What that means for you
No guesswork. No starting over.

You don't have to know what you don't know. You don't have to figure out who to hire next. We see around corners for you — and we've seen enough deals to know what's coming before it arrives.

The full acquisition lifecycle — one coordinated system
Phase 1
Aspiration
ETA coaches · search capital · acquisition readiness
Phase 2
Search & Diligence
QoE · commercial DD · financial analysts
Phase 3
Deal & Financing
M&A attorneys · SBA lenders · deal structuring
Phase 4 — longest
Ownership & Growth
Fractional CFO · operators · deal war room
Phase 5
Succession & Exit
Exit planners · bankers · EBITDA optimization
At every phase transition, we already know your situation. We don't ask you to start over — we tell you who you need next and make the introduction. That's what a coordinated system means.
Your deal. Organized.

Most operators don't have a system for their deal.
Five Experts gives you one.

Your dashboard maps the full acquisition lifecycle. Value creation content, expert recommendations, and phase-specific resources organized around where you are in your journey. You always know where you are, what comes next, and who to call.

Join free and see your dashboard →
The execution gap

The deal closes.
Then the hard part starts.

Whether you close with SBA financing or deploy equity into a $1M–$5M EBITDA business, the execution risk is the same. The seller leaves. The knowledge leaves with them. Most acquirers face Year 1 without a playbook, without peer support, and without coordinated expert guidance.

Well-capitalized acquirers surround every deal with a bench of operators, CFOs, and functional experts — deployed from close through exit to drive the 100-day plan, manage key-person risk, and build the value creation roadmap. That infrastructure is what protects the investment. Most LMM acquirers have none of it. Five Experts gives you the same system, built for the scale of your deal.

Without Five Experts
  • Seller leaves on Day 30 — knowledge and relationships gone
  • Fragmented advisors — nobody coordinating across phases
  • No 100-day plan — reactive from Day 1
  • No peer network of operators who have been here before
  • Execution failure — value destroyed when it should be building
With Five Experts
  • Expert matched to your phase within 24 hours of upgrading
  • 100-day plan reviewed with written feedback before close
  • Deal war room — coordinated execution support from Day 1
  • Operator peer matching — someone who has been exactly where you are
  • Five Experts stays through Phase 5 — not just through close

"The seller left on Day 30. By Day 45 I had discovered three things that weren't in the financials, two key vendor relationships that were personal to him, and a process that only one employee knew how to run — and she was thinking about leaving."

A Five Experts member — post-close operator, Year 1
Five Experts is named for five phases

The right expert at the right phase changes the outcome.

Each phase carries distinct risks. Click any phase to see sample experts, what is at stake, and how Five Experts responds.

1
Aspiration & Preparation
Before the deal starts
Curated group sessions, resources, expert matching, and acquisition readiness. Free tier covers this phase entirely.
Sample experts
Former searchers who closed deals, ETA coaches, buy-side brokers, financial planners for search capital.
Common risks
Unrealistic deal expectations
Undercapitalized for search
No peer network or mentorship
Five Experts
Free tier covers Phase 1 entirely — platform access, resources, 100-day plan template, diligence checklist, 1 free expert intake call.
2
Search & Sourcing
Find the right deal
QoE providers, commercial DD specialists, financial analysts, industry sector experts. One vetted expert matched within 24 hours of upgrading.
Sample experts
QoE providers, commercial DD specialists, financial analysts, industry sector experts, business valuation experts.
Common risks
Overpaying for the business
Missing customer concentration risk
Costly diligence with no guidance
Five Experts
Vetted experts matched to your specific deal and phase — we build the right team around your situation, not a generic shortlist.
3
Deal Structure & Financing
Close with confidence
M&A attorneys, SBA lenders, deal structuring advisors, CPAs with M&A experience, R&W insurance specialists.
Sample experts
M&A attorneys, SBA lenders, deal structuring advisors, CPAs with M&A experience, R&W insurance specialists.
Common risks
Unfavorable LOI terms
SBA financing denied
Personal guarantee exposure
Five Experts
Clean Phase 2 diligence builds the financing case. Five Experts coordinates SBA structure, LOI terms, and the full capital stack — including introductions to structuring attorneys, SBA lenders, and equity sources matched to your deal.
4
Ownership & Value Creation
The longest phase
Fractional CFOs, growth strategists, former operators in same industry. 100-day plan review, P&L benchmarks, deal war room.
Sample experts
Fractional CFOs, growth strategists, marketing experts, operations consultants, former operators in the same industry.
Common risks — highest stakes
Seller leaves, knowledge lost on Day 1
Key customer walks in Year 1
Cash flow crisis — loan default
No 100-day plan — chaos from the start
Five Experts
Phase 4 is where most value is built or destroyed. Five Experts stays through the full execution lifecycle — 100-day plan review, benchmarks, fractional CFO, deal war room.
5
Succession & Exit
Maximize the return
Exit planners, sell-side bankers, EBITDA optimization consultants. The cycle resets — Five Experts is there for the full journey.
Sample experts
Exit planning specialists, sell-side investment bankers, valuation experts, tax advisors, EBITDA optimization consultants.
Common risks
No exit plan — value trapped
Wrong valuation multiple
Missed market timing
Five Experts
The cycle resets. Operators who exit Phase 5 re-enter at Phase 1 on their next deal. Five Experts is there for the full journey.

* Sample experts shown — network continuously expanding. Engagements are hourly, fractional, interim, or full-time placement.

Already in the deal?

You can join Five Experts
at any phase.

Already past Phase 1 or 2? It is not too late. Most members who join post-LOI or post-close wish they had joined earlier. We will meet you where you are. The right time to get coordinated expert support is whenever you realize you need it — and we always recommend coming in as early as possible.

Join Five Experts now →
How it works

Four steps to expert support
at every phase.

Join free. When the deal gets serious, upgrade and we coordinate the right experts around your situation — matched to your phase within 24 hours.

1
Join free
Resources, templates, diligence checklist, 1 free expert intake call. No credit card.
2
Share your deal
Tell us your stage, business type, and what you are working through. Context drives better matching.
3
Upgrade
$295/month unlocks expert matching, private channels, deal war room, 100-day plan review, and the full execution stack.
4
We match you
The right expert for your phase — in your dashboard within 24 hours. Message directly. Schedule Zoom sessions.
Monthly Annual — $2,950/yr 2 months free
Free
$0/ always
  • Invitations to curated group Zoom sessions
  • 100-day plan template
  • Diligence checklist
  • Resource library — templates, guides, playbooks
  • 1 free expert intake call
  • Dashboard access
Join free
From our operators

What operators say about
having support post-close.

I thought I was ready. I had done the diligence, I had the financing, I had a plan. What I didn't have was anyone who had actually been through it. Five Experts changed that on Day 1.
Tom A.
Post-close operator · $1.8M landscaping business
I came in knowing finance. What I didn't know was how much I didn't know about operations, HR, and keeping the team together through a transition. Five Experts put the right people around me at exactly the right moment.
Priya S.
ETA searcher, post-close · $2.2M professional services firm
I've done three acquisitions. This is the first time I had a coordinated system around me instead of trying to stitch together advisors on my own. The deal war room alone saved me from two decisions I would have regretted.
Marcus B.
Experienced operator · Third acquisition
Common questions

Questions before
you join.

Reach us at Growth@FiveExperts.com

When is the right time to join?
The honest answer is: as early as possible, but whenever you are ready. Members who join in Phase 1 or 2 go into diligence and close with a coordinated support structure already in place. Members who join post-LOI or post-close get the right experts around them immediately. We always recommend coming in early — but if you are already in the deal, now is still the right time. Five Experts meets you where you are.
How quickly will I be matched with an expert?
Within 24 hours of your intake call. Once you upgrade, we schedule a 30-minute call to understand your deal stage, business type, and what you are working through — then make a purposeful introduction with context on both sides. Not an algorithm. A curated match.
Is this like a job board or expert marketplace?
No. On a job board or marketplace you search, filter, and hope you pick the right person. Five Experts does not work that way. We learn your situation and tell you who you need. You do not browse a list of experts. We make a purposeful recommendation based on your deal stage, your business type, and what you are actually working through. The difference is between searching for help and having the right help find you.
Is this like an acquisition course or community?
No. A course is something you complete. A community is something you belong to. Five Experts is a coordinated system built to drive execution — the right support, at the right phase, organized around your specific deal from search through exit.
How is Five Experts different from a coach or advisor?
A coach gives you frameworks. An advisor gives you opinions. Five Experts is a coordinated system — vetted operators who have done exactly what you are doing, matched to your specific phase, and coordinated so knowledge transfers between experts as your deal evolves. It is the difference between a map and a team that has walked the path together.
What does the free expert intake call cover?
A 30-minute call with a member of the Five Experts team. You tell us where you are — search stage, deal type, what you are working through. We tell you exactly which experts would be most valuable, at what phase, and what to focus on first. It is a diagnostic, not a sales call.
Not ready to sign up yet?
Get the Five Experts Acquisition Readiness Guide — the 7 questions every acquirer should answer before they close, and what each one reveals about execution risk.
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The right expert.
At the right moment.

Five Experts coordinates vetted experts around your deal — matched to your phase, available when you need them. Join free and upgrade when the search gets serious.

Start your search with expert support