Updated for 2026 · For acquirers done watching closings drag

Your deal isn't slow because of the lender. It's slow because even the lender hasn't systemized the checklist.

The updated 2026 closing system we run at Prime Acquisitions Group. 21 files: 41 tracked closing documents, 17 blank fill-in-the-blank templates, the exact diligence request list that gets you to a term sheet, and an AI guide that rebrands every document to your firm in about twenty minutes. Plus a $2,500 live workshop on how to speed up a close, and how we're funding deals outside of SBA when SBA isn't the answer.

$17,500$97

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  • Updated for 2026
  • 21 files, 41 closing docs tracked
  • 17 blank editable templates
  • AI guide: yours in 20 minutes
  • Seller note + 8594 + run of show
  • $2,500 workshop included
2,300+Vetted investors
300+Businesses on platform
24–72hFirst seller conversations

The problem

Here's what actually kills closings.

It's never one big thing. It's twelve small things nobody was tracking.

The seller's LLC turns out to be administratively dissolved and needs a reinstatement filing. Nobody asked the landlord for consent until three days before funding, and now he wants to renegotiate. The lender kicks the equity injection docs back because there's a $14,000 deposit in the bank statement with no explanation attached. The Bill of Sale doesn't exist yet, because the attorney assumed the buyer's side was drafting it and the buyer assumed the attorney was.

Every one of those adds a week. Some add a month.

Here's the part that should make you mad: none of them are hard problems. They're just problems nobody wrote down.

I've watched deals sit in underwriting far longer than they should have. Not because the deal was bad. Because the closing was being run out of somebody's inbox.

The shift

A closing isn't a negotiation. It's a checklist most lenders never wrote down.

Once the LOI is signed you're not selling anymore. You're executing. And execution is a solved problem. You just need the list.

Ask three lenders for their closing checklist and you'll get three different partial answers, usually a PDF that hasn't been touched in years. Nobody on the other side of the table is running a systemized, current list. That's the gap this fills.

That's what this is. Not a course. The actual working files we run closings out of, updated for 2026 and stripped of every deal-specific name and number, so you can copy them into your own deal folder and start tracking today.

I built these off a real SBA closing. Every document that had to be signed, every item that had to be verified, every charge that had to hit the closing statement. Then I went back through the file, found the documents that were missing and drafted 17 blank templates to cover them, and wrote the AI guide that turns all of it into your firm's paperwork in about twenty minutes.

What you get

§ 00$1,500 value

START HERE: Make It Yours (AI Guide)

Download-first, dead simple. Six steps, about twenty minutes, and every file in the system is branded to your firm and adapted to your deal.

  • Three download options up front, plus the deal folder structure to drop everything into.
  • Copy-paste prompts that rebrand every document to your firm name, entity, and signature blocks.
  • Prompts that adapt the templates to your state and your industry.
  • The one that matters: point AI at your actual purchase agreement and it generates that deal's closing checklist plus a list of what the agreement is missing.
  • The post-deal prompt that upgrades your templates after every close, so the system gets sharper each time.
  • Five hard rules: AI never drafts legal language, no live deal data into public models, verify every legal or tax claim, read before sending, and the checklist isn't the work.
§ 01$3,000 value

The Closing Checklist System

A three-tab working spreadsheet, ready to copy into any deal.

  • Day 1 Transfer Checklist: 40 items across 6 sections, with owner assignment and an N/A column so it works in any industry.
  • Funds Disbursement Checklist: all 41 closing documents tracked by signer, purpose, and verification item, plus cash injection evidence, closing statement approvals, wire receipt, title readiness, and the disbursement ledger.
  • Return Delivery Checklist: what gets mailed back, wet-signed, and tracked, so your closing does not reopen two weeks later.
§ 02$2,000 value

The Path To Closing Tracker

Two lists that decide whether you get a term sheet or a stall.

  • 32-item Path To Term Sheet: exactly what the lender needs before they will issue, in the order they ask for it.
  • 63-item Full Diligence Request List: categorized, status-tracked, with instruction notes on every item.
§ 03$3,000 value

17 Blank Closing Document Templates

Seventeen fill-in-the-blank templates, fully editable, drafted from scratch: the ones that go missing.

  • Bill of Sale with asset, lien and exclusion schedules
  • Seller resignation and signature authority package
  • Bank account authorization and signature change package
  • Corporate resolutions for both entities
  • Non-compete and non-solicit with a blue-pencil clause
  • Consulting and transition services agreement
  • Assignment and assumption of contracts with a consent tracker
  • Wire instructions and verification package
§ 04$1,000 value

The Closing Playbook

How the system works, how to run it on a new deal, and exactly which items to reconfirm with your lender every time, because SBA guidance and lender overlays move.

§ 05$750 value

The Wire Fraud Prevention Protocol

A 14-step verification sequence built on one rule: never call a number that came from the email carrying the wire instructions. Plus the wire log, receipt confirmation, and the recovery sequence.

§ 06$750 value

The Equity Injection Verification Package

Source documentation broken out by source type: savings, retirement and ROBS, gift, asset sale, HELOC, investor contribution, standby seller note. Plus the 12 most common reasons underwriting kicks injection docs back.

§ 07$500 value

The Landlord Consent + Lender Estoppel Package

Consent and assignment, the estoppel with lender cure and collateral-access rights, the request letter, and a 20-item SBA lease requirements checklist.

§ 16$500 value

Form 8594 Asset Allocation Agreement

The allocation both sides have to file consistently, with the worksheet built so you can actually negotiate it.

  • Class I through Class VII allocation worksheet.
  • Negotiation notes on exactly where buyer and seller pull in opposite directions, and why.
§ 17$750 value

The Seller Note Package

Everything you need when the seller is carrying paper, which on most deals now is not optional.

  • Terms worksheet, promissory note, and security agreement
  • Personal guaranty with spousal consent
  • SBA standby checklist and UCC-1 worksheet
§ 18$500 value

Closing Day Run Of Show

The hour-by-hour script for the single day everything can still fall apart.

  • Roster with verified phone numbers, plus T-2 and T-1 checklists.
  • Timeline counted backward from the wire cutoff, and a 21-step signing order.
  • Wire discipline and a what-goes-wrong decision table.
§ 19$250 value

UCC Lien Search, Payoff + Termination Tracker

Buying assets with liens still attached is the mistake that surfaces months later.

  • 15-line search scope and a liens-found register.
  • Payoff letters with good-through-date re-request logic.
  • The post-close re-search nobody ever runs.
§ 20$500 value

Day 2 To Day 90 Integration Plan

Closing is the start. This is the first ninety days, written down.

  • 70 items across four phases.
  • Seven-metric weekly dashboard and a risk watch table.
  • Seller transition hours log, so the handoff is tracked instead of assumed.

Core system value: $15,000

Get All 21 Files - $97

Delivered by email in minutes · 30-day money-back

Bonus - live workshop

How To Speed Up Closings (And Fund Deals Without SBA)

$2,500 value · Included free · You pick your time right after checkout

SBA is great when it fits. It is also slow, it is picky, and it dies over things that have nothing to do with whether the business is good. Wrong industry code. Seller wants to stay involved too long. Real estate in the mix. Buyer's injection can't be sourced clean. One customer at 40% of revenue. Any one of those and you're 60 days in with nothing. That's not the end of the deal. That's the end of one financing path.

Half one: speed

  • The four things that cause most closing delays, and the specific document that prevents each one
  • How to run the 63-item diligence request list so the seller stops being the bottleneck
  • What to send the lender in week one that most buyers do not send until week five
  • How to sequence landlord consent, good standing, and injection docs in parallel instead of one at a time

Half two: funding it without SBA

  • Seller financing as the primary instrument, not the gap filler: full-carry and majority-carry structures, pricing the note, standby versus amortizing.
  • Earnouts and performance-based purchase price, written so they are measurable instead of litigable.
  • Private capital and investor equity: structuring a raise around a single acquisition and where the split usually lands.
  • Conventional, credit union, and non-bank lenders: who actually lends outside SBA and when they are faster.
  • Debt assumption and existing facilities: when taking over what is in place beats originating new.
  • Equipment, AR, and asset-backed financing: funding the pieces separately when the whole will not finance as one.
  • Buyer's own leverage: HELOC, retirement rollover, unsecured lines, and what each one really costs.
  • Creative structure and no-money-down reality: the structures that work, and an honest read on the ones that only work in marketing.
  • How to pick the path: a decision tree for this deal, this seller, this buyer.

Plus live Q&A on your actual deal. Bring it. Recording included, whether you make it live or not.

Straight talk: every structure here is real and we use them. None of them is a guarantee, and every one has to clear your lender, your attorney, and your CPA on your specific deal. We're giving you the map, not a promise.

The stack

START HERE: Make It Yours (AI guide)
$1,500
The Closing Checklist System
$3,000
The Path To Closing Tracker
$2,000
17 Blank Closing Document Templates
$3,000
The Closing Playbook
$1,000
Wire Fraud Prevention Protocol
$750
Equity Injection Verification Package
$750
Landlord Consent + Lender Estoppel Package
$500
Form 8594 Asset Allocation Agreement
$500
Seller Note Package
$750
Closing Day Run Of Show
$500
UCC Lien Search, Payoff + Termination Tracker
$250
Day 2 To Day 90 Integration Plan
$500
Core system
$15,000
Bonus live workshop: speed + non-SBA funding
$2,500
Total value
$17,500
Today
$97

Why $97

Let me be straight with you about the price.

This is a $17,500 package and we're selling it for $97. That's not a trick. Here's the real reason.

We want to do deals with you.

If you're an acquirer serious enough to buy a closing system, you're the kind of person we end up partnering with. The $97 covers our costs and gets this into the hands of people who'll actually use it. That's the whole goal.

And if you never buy another thing from us, fine. You still have the checklist and your next close is faster. Fair trade.

This is for you if

  • You have a deal under LOI right now, or you will in the next 90 days
  • You are buying with SBA, seller financing, private capital, or some mix of all three
  • Your SBA path already fell apart once and you want to know what else exists
  • You have had one closing drag and you are not doing that again
  • You work with an attorney and you want to cut their drafting hours, not replace them
  • You are building a repeatable acquisition process, not doing one deal and stopping

This is not for you if

  • You have never looked at a deal: start with the free Thursday show instead
  • You want somebody to close it for you: that is Done-For-You, different page
  • You want legal, tax, or investment advice. These are templates and structures. Your attorney and your CPA review them.

Honest expectations

What this is and isn't.

It is the working files. Spreadsheets you copy, documents you fill in, a playbook that tells you how to run it, and a live workshop where we show you how we fund and close.

It isn't legal advice, and we won't pretend otherwise. Every template carries a header telling you to have counsel review it before execution. Four of them carry drafting notes flagging the specific state-law and SBA issues to confirm on your deal.

Your attorney bills you to draft from scratch. Hand them a complete first draft with your deal's variables already filled in and watch what happens to the invoice.

Also true: SBA policy and individual lender overlays change, and so do private credit terms. Reconfirm seller involvement limits, standby requirements, lease terms, and injection sourcing rules with your actual lender on every deal.

Risk reversal

Open the files. If they're not what we said, take your $97 back.

You get everything up front: all 21 files, the 41 tracked documents, the 17 blank templates, the AI guide, the playbook, and your workshop seat. Use it on a live deal. If it doesn't hold up, email us inside 30 days and we refund you in full. You keep the workshop recording either way.

No forms, no interview, no "what did you try first." One email.

Who built this

Billy Batt, Managing Partner at Prime Acquisitions Group

Billy Batt

Managing Partner · Prime Acquisitions Group

I started in the oil field, where a missed item on a list costs somebody real money. That's where I learned that the work isn't talent, it's the checklist and the person running it.

From there I built marketing systems, then AI systems, and then put both to work on acquisitions. Today our team sources, structures, and closes deals from $1M to $100M: SBA, seller notes, revenue based financing, and capital partners when the bank says no. We run roll ups and we facilitate exits for sellers and investors who want the wire to actually hit.

Every file in this system came off real closings: the ones that funded on time, and the ones that nearly died because a document nobody owned went missing. That's what you're buying. Not theory, the list we run.

FAQ

Are these editable, or locked PDFs?

Every one of the 17 templates is a blank, fully editable fill-in-the-blank document. Nothing is locked and nothing is watermarked. Copy them into your own Drive and they are yours.

How do I get these branded to my firm?

File 00, START HERE: Make It Yours, is the AI guide that does it. Six steps, about twenty minutes, with copy-paste prompts that rebrand every document to your firm name, entity, and signature blocks, then adapt them to your state and your industry.

Can AI build the checklist for my specific deal?

Yes, and that is the step most people underestimate. The guide includes a prompt where you point AI at your actual purchase agreement and it generates that deal's closing checklist plus a list of what your agreement is missing. There is also a post-deal prompt that upgrades your templates after every close. Hard rule: AI never drafts legal language, and no live deal data goes into public models.

Is this SBA-specific?

The document checklist is built off an SBA 7(a) closing, so that is where it is strongest. The Day 1 Transfer Checklist, the diligence request list, the wire protocol, and most of the templates work on any structure. And half the live workshop is specifically about funding deals outside SBA.

My SBA deal just got declined. Is this useful?

That is exactly who the second half of the workshop is for. Bring the decline reason to the Q&A.

Do I need to be a lawyer to use these?

No. You need an attorney to review them. Different thing, and cheaper.

What format is it in?

Google Sheets and Google Docs. Copy them into your own Drive and they are yours. Everything is editable.

When is the live workshop?

You pick your time immediately after checkout. Recording included either way.

Is there a payment plan?

It is $97.

Does this work outside the US?

The document templates are built for US deals: SBA, state filings, IRS forms. The checklists, the process, and most of the financing structures travel fine.

Close

Your next closing is going to happen either way.

The only question is whether your close happens efficiently or drags, or whether it happens at all because you only knew one way to pay for it. The difference isn't your lender, your attorney, or your seller. It's whether somebody is running a list, and whether you have more than one path to the money.

Ninety-seven dollars. About one hour of your attorney's time.

Instant access · $2,500 live workshop included · Pick your time on the next page