Before your consultation
A general overview is all you need to start. Detailed records come later, through a secure channel.
Your business
What the business does, who owns it, how long it has operated, and what the financing is for.
Your project
The purchase price or project cost, the amount you're looking for, what you can put in, and your timeline.
Your numbers
Recent financial statements, tax returns and a list of current business debt, for a later, secure review.
Common questions
Does Arc Legacy make loans?
No. We're an independent broker and advisor, not a bank, direct lender, the SBA, or a government agency. Independent lenders make all credit and funding decisions.
Can you help before I have all my documents?
Yes. A first conversation helps clarify what you need and what information to gather next.
Can I hire you only for business advisory?
Yes. Business plans, market research, competitive analysis and marketing strategy can be scoped on their own, without a loan.
How are fees determined?
Services, fees and any required disclosures are agreed in writing for your specific engagement before work begins.
Are financing or results guaranteed?
No. Financing depends on lender underwriting and program eligibility. Projections and strategies are based on assumptions and available information; actual results may differ.
How do I send you financial documents?
Please don't send tax returns or other sensitive records through the inquiry form or booking page. Once we're working together, we'll set up a secure way to collect them.
Let’s talk about what’s next.
Start with a conversation about your business and where you want to take it.