Company of the Week
Confidential guidance, a network of qualified buyers, and expert support to help you achieve maximum value.
Mortgage Company of the Week
2026
Closed Loan Volume - $300 million
Revenue - $6.5 million
Net Income - $650,000
Servicing - N/A
Channel - Consumer Direct- 80%. Self Sourced Loan Officers- 20%.
Geography - West Coast
Licensed States - 15
Offices - 1
Agency Approvals - N/A
The process/steps for consummating the buying of a company
Step 1:
Step 1:
Step 1:
30 minute introductory call with Milestone Mergers.
Step 2:
Step 1:
Step 1:
Sign NDA with Milestone Mergers.
Step 3:
Step 1:
Step 3:
*** Provide proof of liquid funds.
Step 4:
Step 4:
Step 3:
Sign Contract with Milestone Mergers.
Step 5:
Step 4:
Step 5:
Sign NDA with Seller.
Step 6:
Step 4:
Step 5:
Introductory Zoom Meeting with Seller.
Step 7:
Step 7:
Step 7:
Seller to Provide Due Diligence Items.
Step 8:
Step 7:
Step 7:
Sign Non-binding Term Sheet for purchase of company.
Step 9:
Step 7:
Step 10:
Complete Due Diligence.
Step 10:
Step 10:
Step 10:
Sign Binding Contract for Purchase of company.
Step 11:
Step 10:
Step 11:
Close on Transaction.
*** Proof of funds can be one or more of the following- Audited Financials, bank statements or a letter from an accredited financial institution confirming availability of funds with specific language indicating the funds are not encumbered. Letter must be on the financial institution’s letterhead and signed by an officer of the financial institution. Provide Corporate resolution (if appropriate).
Please contact us to discuss buying a mortgage company.
Gary Freedman Managing Partner Fairfax, VA 22030 Cell: 703-501-0500
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