Partner program
Your borrower bought the earnings. Help them keep them.
Change-of-ownership loans are underwritten on past earnings. The biggest threat to those earnings is the handover itself. Inherit makes the handover measurable.
For SBA lenders
A readiness score for every acquisition you fund
With the buyer’s consent, see each borrower’s seller days left, how much is written down by function, and what still depends on the seller, in one portfolio view.
- A readiness report at day 30, 90 and 180, co-branded with your bank
- An early warning when a transition stalls or the seller stops answering
- Add Inherit to your closing checklist, and borrowers get partner pricing
- No cost to the lender
Alvarez Heating & Air
Handover day 144 of 365
Written down
60%
of what runs on the seller, weighted by stakes
Seller days left
221
of the 365 in Bob’s agreement
Written down, by area
- Sales37%
- Suppliers70%
- Finance63%
- Compliance70%
- Customers100%
- Operations25%
- People100%
Metrics only. Documents stay with the buyer.
For business brokers
Close with a seller who’s ready to hand over
Buyers worry most about owner dependence. Offering Inherit as part of the transition plan answers that worry before it becomes a re-trade.
For deal attorneys and QoE firms
Put the transition in the purchase agreement, with teeth
We provide consent language and a transition-services exhibit that defines the seller’s interview commitment. Your client gets a record of what was handed over.