Testimonials
What Our Clients Say
Stacie immediately put me at ease. She took the time to understand my situation, explained all my options clearly, and guided me through every stage of the process with patience and professionalism. What impressed me most was her responsiveness and genuine commitment to my success. Anytime I had a question or concern, she was right there with answers and solutions. Stacie’s knowledge of practice financing is unmatched, and she was able to anticipate challenges before they arose, making the entire transaction seamless. Because of her dedication and expertise, I was able to purchase my partner’s share and move forward with full ownership of my practices — something I couldn’t have accomplished without her. I am deeply grateful for Stacie’s support and would recommend her and Alpha Omega Advisories to anyone seeking financing to purchase or transition into a Chiropractic practice. She doesn’t just provide a service — she makes you feel supported every step of the way.
Red Mill Chiropractic, Virginia
Working with Stacie throughout the purchase of my chiropractic clinic was invaluable. She served as the critical bridge between me and the bank, ensuring nothing fell through the cracks during what is otherwise a very complex and overwhelming SBA loan process. Stacie stayed on top of every detail—guiding me through exactly which documents were needed, coordinating timelines, and making sure all licenses, insurance policies, and requirements were completed correctly and submitted on time. She also held me accountable in the best way possible, keeping the process moving forward when it would have been easy to get buried in the logistics. While her services are an investment, there is no question that they were worth it. There is simply no way I could have navigated this process on my own with the same efficiency, accuracy, or peace of mind. Her expertise, responsiveness, and ability to anticipate issues before they became problems were instrumental in successfully securing my SBA loan. I’m incredibly grateful for her guidance and would strongly recommend Stacie to anyone looking to purchase or transition a practice—especially those who want a knowledgeable advocate in their corner every step of the way.
Springfield, VA
I am a chiropractor and I tried to get multiple banks to give me a loan to buy the practice of my dreams, and all of the banks that I went to gave me the cold shoulder and said they were not going to give me the loan or approve the sale of the business, as they couldn't find a way to make it work. That is when I contacted Stacie, and they worked their magic and found a way to present the loan and business information to a bank that would ultimately lead to the loan approval. I am very grateful for Stacie, who helped me out through the entire process, with finding a way to get a bank to see the business acquisition as a win win situation for all of us included. I am now owning the practice of my dreams that I have been working very hard for. If you have been denied by banks in the past, I would highly recommend giving AOA a call, you will not be disappointed as they will go the extra mile to make it happen...!!
Issaquah, Washington
Stacie at AOA was brilliant the way she helped me purchase my first business. Going through the SBA can be a daunting task and I've had multiple go-arounds with other companies and all of them failed at it. But Stacie made it the smoothest transition possible. I am very grateful to have met and worked with her through this process. She was my right hand through the whole thing. Made sure I was on top of my game as well. I can say confidently that they are the best to work with and I will continue to use them for any of my lending needs. Stacie knows what she's doing. To top it all off, She's an even better human being! Thank you to her and AOA for kick starting my business expansion and bettering my family situation. I would highly recommend them for your lending needs.
Myers Town, PA
I was drowning in questions about growing from freelance to a real studio...when to hire, how to structure payments, whether to merge with a deliverable service. All the usual creative business chaos. Stacie at Alpha Omega doesn't just get the feast-or-famine cycles, she gave me a completely different perspective on scaling. While other advisors said 'get office space and hire designers,' she helped me see why hiring admin first would actually get my time back for higher-revenue work. Game changer. Now I'm on a strong path of stability so when the opportunity arises and timing is right we'll be able to jump on it. Something that really sets them apart is how they hold your hand through everything. Mutual clients tell me about their step-by-step off-boarding packets, vendor recommendations, the whole white-glove treatment. Stacie still checks in on mutual client's projects and celebrates wins with us. She's never pushy, just genuinely wants what's best for your business, whether you work with them or not.
Experience-First Brand Strategist & Identity Designer
I cannot begin to explain how much this service has helped me. As a fairly new chiropractor (3 years out) I decided to take the leap and take over the practice that I have been working at. Everyone had told me that the process would take months and it would be a dragged-out process so I was really not looking forward to it. Stacie and her team helped me through the whole process and helped me understand things I had no idea about the whole way along. Going through the process of taking over an entire business AND buying the building as well; it only took 3 months! Even the closing lawyer was super surprised when I told him how long it took to get to closing. I can truly say I would have been a mess without the guidance and support Stacie gave me. Save yourself some peace of mind and uncertainty and use her services. Communication was awesome and even if she didn’t have an answer she could at least direct you to someone who could give you that answer.
Daytona, FL
I 100% recommend Stacie Helton at Alpha Omega Advisories to help navigate the purchase of a business. Before meeting Stacie, I had spent several months with another bank trying to get this purchase done, hitting roadblock after roadblock. Then I found Stacie, and in just a couple of weeks, she was able to take it further than the other bank ever did. She is known to move fast—and she does. Stacie was so crucial in helping me get my SBA financing. She helped me in every aspect of what I needed to submit and all the details that come with it. I would have been lost without her. She was super knowledgeable and efficient in helping me get the documents that the bank needed. Most importantly, she never made me feel inept or that any of my questions were stupid. I cannot imagine navigating the chaos of getting financing for the purchase of my practice without her. Her kindness will forever be appreciated! Money well spent!
MI
We recently closed on a very complicated purchase of our chiropractic clinic and Stacie was such a tremendous asset to us in the process. We moved across the country a year ago and were unfamiliar with requirements here. Although Stacie does not live in our state, she was very knowledgeable about the specific regulations California enforces. One quality that I especially admire is her persistence to find answers for us. The many times I called with a new issue to be addressed, she would have a solution or discover one for us. She clearly communicated the decisions we needed to make and action we needed to take in a manageable step-by-step manner. I truly feel she would be a valuable resource to any practitioner wanting to secure a loan. Thank you Stacie for your incredible guidance!
Encinitas, CA
Working with Stacie Helton at Alpha Omega Advisories was truly a game changer for me. Going into the process, I was honestly doubtful that I would even qualify for a business loan. From the very beginning, Stacie brought clarity, structure, and confidence to what felt like an overwhelming situation. She methodically got everything in order, clearly laid out what needed to happen and in what sequence, and stayed several steps ahead the entire time. Whenever issues came up (things I genuinely believed would kill the deal and I would no longer quality) Stacie found creative, strategic solutions and calmly troubleshot each obstacle with expertise and precision. Once approval came through, the process was seamless. I truly cannot overstate this! There's no way I would have secured this loan if I had worked with anyone else! Stacie's knowledge, problem-solving ability, and commitment to her clients are unmatched. I cannot recommend Stacie Helton and Alpha Omega Advisories highly enough. If you are serious about getting a business deal done, this is who you want in your corner.
Arlington, Texas
We'd been spinning our wheels for years on expansion ideas, hundreds of hours of research and endless 'what if' conversations with no clarity. Local banks don't get our industry and most consultants forget about ATF and zoning regulations halfway through the conversation. Alex at Alpha Omega actually worked in the firearms industry, so they immediately understood our regulatory reality. Stacie and Alex were able to help us identify some potential growth pathways and when a potential investor approached us with what seemed like a great expansion deal, Stacie helped me see past my excitement and identify critical questions I didn't even know to ask about part of the agreement that would impact our funding options. Turns out it wasn't the right fit, and she probably saved us from a costly mistake. Stacie and Alex never once pushed for the close, just genuinely helped us think through every angle. After years of spinning unknowns in our heads, we finally had clarity on our actual options and what each path would require. That's worth everything when you've been stuck that long.
Co-Founders & Precision Rifle Competitors
I recently purchased a chiropractic clinic and Stacie was my broker. Even though I was so excited to pursue this dream, I was quite nervous and overwhelmed at what needed to be done in order to achieve the dream. At first I believed I could “figure it out” on my own, but quickly realized that doing everything myself, continuing to practice, and navigate this purchase (not to mentionl being a mother) would be difficult. It seemed like an expense that I wasn’t sure I could manage, but the services provided by Stacie were services I could not manage without. I could not afford not to have her help. She was creative, timely, and calming. She was a huge problem solver and she has great relationships with lenders. I am so grateful that I could benefit from the relationships she had already built. She kept me up to date at every step and explained things I didn’t understand. I recommend her to any of my colleagues and business owning friends to help them make their dreams a reality. Thank you Stacie!
St. Louis, MO
As a former Sr. SBA Loan Underwriter, I had had the pleasure of building a strong working relationship with Stacie. She takes considerable time to understand her clients’ needs and the lending institution’s needs to get the deal done quickly and efficiently. Stacie is very detailed oriented. She makes the process look seamless but it is far from easy to coordinate clients and lending institutions. Stacie goes the extra mile for her clients. She has tremendous integrity and I always looked forward to working with her. She could anticipate what I was going to ask and had it ready and on my desk for underwriting. She made a special checklist to ensure obtaining client information was complete up front. It is such a pleasure to work with her. She really understands the true importance of good collaboration. She is willing to go the extra mile and no deal is too tough for Stacie. She makes everyone’s job easier, and she does it with such a positive and willing spirit. I had moved out of the SBA arena and I truly miss working with her on a daily basis. I have not met a more dedicated individual.
Achieva Credit Union
I have had the privilege of working with Stacie for almost four years now and we have closed over 50 SBA loans together in that period. The dedication that she shows her clients is unmatched and her knowledge of the SBA process has awarded her one of the highest closing percentages among her peers. SBA loans are a niche product that many people do not understand, especially first-time business owners. If the product is used correctly and you have a broker and lender team who are experienced in this area, it can be a great option for new owners or people who already own and looking to expand. Stacie provides an invaluable service that educates her clients on the process from start to finish and sets them up for success. She works directly with the lending closing team to make the process work as seamlessly and quickly as possible. If you have any hesitation or are overwhelmed at the thought of buying a business, reach out to Stacie and she can provide all the right tools that you need to be a successful owner!
United Midwest Savings Ban
What Our Clients Say
I had an amazing experience working with Stacie for my start-up chiropractic business! She made the rather lengthy business loan process as seamless and stress-free as it possibly could be, and we couldn't have done it without her. Her expertise, guidance, and clear communication were invaluable. I highly recommend her services for anyone looking to acquire or start a new business! Stacie is the BEST!
I recently purchased a chiropractic clinic. It was recommended to me that I use Stacie to help with the SBA loan. I cannot say enough about her service. I truly cannot imagine this process without her. Purchasing a business can be overwhelming enough, but she made the loan process go so smoothly. She is very knowledgeable and very prompt in her response to any questions. She is also very encouraging through the process. I would recommend her to anyone that is looking to get a SBA loan. She is truly the best!!
Jackson, Mississippi
Stacie kept the entire purchase process together for me. She was my point person explaining the steps, listening to me vent, giving me tips, and generally making sure neither I nor my purchase fell apart. Stacie is the ally you need in a business acquisition, and I intend to use her again on the next go-around.
Fayetteville, NC
If you are looking to purchase a practice, you need Stacie on your side! The SBA loan process is very intricate, with lots of moving parts. Stacie knows and understands every step. She will hold your hand every step of the way, explaining what you need to do and when. She also has great relationships with bankers who trust her. This can really speed up the process. If the practice broker, Stacie, and the banker say the deal will work, it most likely will! Stacie is warm, smart, and very responsive. We laughed, I cried, only once, but she was there to listen to my fear and frustration. In the end, it was so worth having her on my side! I truly don’t think I could have done it without her!
Charlotte, North Carolina
I highly recommend Stacie and her team for getting my deal done, that I otherwise most likely could not have on my own. When it comes to filling out all the necessary paperwork, communicating with the banks, attorneys, meeting deadlines and keeping everything on track, an experienced, professional broker is extremely helpful. There will always be hiccups and nothing goes as planned so having someone who can assist you and in some aspects take over the process for you is essential. I would have not been able to handle the many facets of the process for getting a loan by myself.
NJ
Stacie was a rockstar during our buying process. We always knew we could count on a quick response from her and if she didn't have the answers to our questions right away she would make sure to obtain them quickly. Although the buying process was stressful, Stacie made sure that the stress levels remained as low as possible. We would highly recommend her services if you want a smooth, minimal stress experience.
Stacie Helton was a godsend when it came to the matter of SBA financing. She diligently procured several lenders so that we can get the best outcome. She took on a lot of document work that we would have never gotten completed in a reasonable timeframe. Without her knowledge, it would have taken a lot longer to get to closing. She’s worth every penny.
FL
Stacie made my transition in buying my practice so easy! She is so kind and knowledgeable. Stacie was always available to answer any questions I had….and I have a lot of them. Stacie is the best and I recommend her to anybody!
CA
Working with Stacie was an absolute pleasure. She is highly professional, thorough, and knowledgeable, with excellent communication skills. The sale we worked on was particularly complex and full of challenges, yet Stacie navigated every step with determination and expertise. She was a tireless advocate throughout the process and consistently went above and beyond for me. I would highly recommend her to anyone looking for a dedicated advocate when applying for an SBA loan.
Tallahassee, FL
During an initial consultation with Stacie, she identified everything that her services provide and assured me of its value. She presented an outline of exactly what to expect and how to prepare for the financial component of the purchase. Her guidance was direct, practical, and helped throughout the entirety. Communication with her was responsive and personable, and she was by far the most valuable part of my team when it came to a confident and fairly fluid purchase process.
I was very anxious about the whole business purchasing situation, and Stacie was a very calming presence during that whole storm of activity. I wasn't sure what to expect and she was able to break it down and make each part digestible. Everything went great and now I own the business of my dreams! I would gladly recommend her to my friends and family if they needed to purchase their own businesses.
Lexington, MA
I have been working with Stacie Helton for the past 6 years. Her knowledge, of the SBA process and ability to analyze the financial aspects of a transaction, has been an invaluable help to me. Stacie’s role as a liaison between the buyers and sellers and me is critical in the overall Underwriting and Closing process and I would be lost without her assistance. Her determination, enthusiasm, and sense of humor make my job so much easier and she is a trusted partner in our SBA Division.
Acclivity Financial
Stacie goes above and beyond to help the borrower and the seller get the required items from the closing checklist to me in a timely manner. If Stacie does not understand something that I’m asking for, she emails or calls me with questions. We discuss deals in detail so that I understand what’s going on and she understands what I need to be able to close the loan. Stacie always responds to all of my email and phone calls instantly. In the 18 years that I have been a SBA processor, I have worked with numerous brokers. I can honestly say that Stacie is the most informed broker that I have ever worked with. She fights to help her borrowers get their loans closed. She helps me to get the loans closed as well. She provides excellent customer service to the borrower and to the lender.
Acclivity Financial