Viso Pre-Flight Check

Would you like to know whether the LOI you are planning to submit is SBA-bankable and how many banks might be a fit.

Get real confidence as to which offers can close

Learn how SBA lenders will perceive the strengths and weaknesses against our Viso 5 Points of Bankability^TM and where you might be able to strengthen your offer in a way that is both bankable and competitive with the seller.

You will be provided an invitation to a secure data room where you’ll need to upload your Personal Financial Statement, Resume/Buyer Profile, Viso M&A Questionnaire, Viso Cash Flow Model in order to activate your Pre-Flight Check.

We believe our Pre-Flight Review is the best tool in the marketplace today for buyers and sellers to get real confidence as to which offers can close. Viso is now making one sample report available before you agree to Viso Exclusivity. After you’ve committed to working with Viso exclusively, you’ll have an unlimited number of Pre-Flight Checks with more robust feedback and interaction with our team.

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Do You Have a Viso Customer Code (VCC)?

If you don't have a VCC, choose No and we'll set up a complimentary sample pre-flight (limited to one per person).

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Sample pre-flights are complimentary and limited to one per person. Without a VCC, we'll set up a sample pre-flight for you after a quick verification by our team.

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Optional, but it helps us verify your sample request faster.

Reach out Directly

Owner Heather Endresen is active on X as part of the SMB community, as well as on Linkedin. Have a question or a deal to talk through?