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Business Acquisition Financing Broker Training

Josh ShullUpdated June 2026

Business acquisition financing is the process of helping entrepreneurs acquire existing businesses by structuring the acquisition and securing the financing to fund the purchase. This is a substantial and growing market as business owners retire and entrepreneurs look to acquire established businesses rather than starting from scratch. Business acquisition deals are larger and more complex than many other finance products, which means bigger commissions and the opportunity to build long-term relationships with business buyers. As an acquisition broker, you're helping entrepreneurs make potentially life-changing decisions, and you're adding tremendous value by structuring deals that work for both the buyer and the seller. Our acquisition financing training covers deal structure analysis, SBA lending for acquisitions, seller financing strategies, and how to position acquisition deals to lenders. You will learn to understand acquisition economics, evaluate whether a deal makes sense for a buyer, and structure it to maximize the likelihood of lender approval.

Why This Matters

The business acquisition market is substantial-tens of thousands of business acquisitions happen annually in the US, and a significant portion are financed. Many of these deals are for small to mid-market businesses where SBA financing is the primary option. Acquisition deals also tend to be larger than many other business finance products, which means larger commissions. The market is also less saturated than some other finance categories because many brokers lack the deal structuring knowledge required. Successful acquisition brokers build long-term relationships with entrepreneurs and become part of their growth journey across multiple acquisitions.

What Good Training Should Cover

Acquisition deal structure and the basic economics of buying a business
SBA loans for business acquisitions (the primary acquisition funding vehicle)
Seller financing and earnout structures
Seller's discretionary earnings (SDE) and how it's calculated
Asset-based vs. cash flow-based acquisition lending
Valuation methods for businesses being acquired
Acquisition deal underwriting and risk assessment
Non-compete and employment agreements for acquisitions

What to Look For in a Program

  • Training on acquisition economics and deal structure analysis
  • Clear instruction on how to calculate and evaluate sellers' discretionary earnings
  • Education on SBA acquisition lending and non-SBA acquisition options
  • Real examples of acquisition deal structures and financing options
  • Guidance on evaluating whether a deal makes economic sense
  • Training on working with entrepreneurs and transaction advisors

Red Flags to Avoid

  • Programs that treat acquisitions as a standard loan product without deal structure education
  • Training that does not explain sellers' discretionary earnings or acquisition valuation
  • Lack of SBA acquisition lending focus (SBA is the primary acquisition vehicle)
  • Programs that do not address seller financing or other creative structures
  • No emphasis on understanding acquisition economics and whether deals make sense

Why CLBI May Be Worth Considering

CLBI's acquisition financing training is built on real experience structuring hundreds of business acquisitions and helping entrepreneurs evaluate whether deals make economic sense. We teach you acquisition economics and deal analysis the way successful acquisition brokers and lenders think about them. You will learn not just how to apply for acquisition financing, but how to evaluate deals, structure them properly, and position them to lenders. Our instructors maintain relationships with SBA lenders and non-traditional acquisition funders, so you're learning what is actually available and what these lenders are looking for.

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Ask about Josh's referral discount when scheduling your call.

Josh's Note

The most successful acquisition brokers I know take time to really evaluate whether a deal makes sense for the buyer before they even approach a lender. They do a rough valuation, they understand the economics, and they're willing to tell an entrepreneur 'this deal does not work at these terms.' That contrarian perspective actually makes them more trusted and generates more business because entrepreneurs realize you're thinking about their best interests, not just chasing commissions. Entrepreneurs also tend to do multiple acquisitions over their career, so being trusted advisor on the first deal leads to more deals down the road.

Important

Income is not guaranteed. Training is not a guarantee of success. Results depend on effort, skill, market conditions, sales ability, and execution.

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CLBI Referral Discount Codes

Qualified prospects may be eligible for a discount on select CLBI programs.

Kick Start Program
KICKSTART200$200 off
Executive Program
EXEC1000$1,000 off
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ELITE1000$1,000 off
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Frequently Asked Questions

Disclosure

Broker-in-a-Box may receive referral compensation if you schedule a call or enroll in a third-party training program through our introduction. This does not change your cost. Our goal is to help you compare options and choose the path that fits your goals, budget, and background.

Josh Shull

Josh has real-world experience in equipment finance and commercial lending. Broker-in-a-Box was created to help aspiring brokers understand the commercial finance business before investing in training, tools, or programs.

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Save up to $1,000 with our exclusive referral discount codes.

Broker-in-a-Box is an exclusive CLBI referral partner. We receive compensation for referrals. This does not change your cost.