Our Company and Founder, Jasdev Kailey
At Acquire Wise, we are dedicated to empowering entrepreneurs and business owners with expert consulting services tailored to their unique needs. Founded by Jasdev, MBA, our firm combines extensive professional experience in commercial banking with a lifetime of firsthand business acumen.
Jasdev brings an impressive track record of success, having underwritten over $75 million in approved SBA loans, with work rigorously reviewed and approved by multiple layers of management, including the CEO, CCO, and loan committees. In addition to approved deals, Jasdev has evaluated deals totaling tens of millions of dollars, identifying critical weaknesses that prevented unviable ventures. This experience has honed an exceptional ability to analyze businesses and assess risks with precision and integrity.
Growing up in a family of small business owners and actively contributing to their success provided Jasdev with practical insights into entrepreneurship. Coupled with personal achievements in starting businesses, Jasdev understands the challenges and opportunities that business owners face. Academic credentials, including an MBA and a Bachelor’s in Finance, further underscore expertise in financial analysis and strategic planning.
At Acquire Wise, we specialize in business acquisition underwriting and SBA financing guidance. We offer personalized consulting to guide clients through the process of evaluating businesses, performing financial due diligence, and making informed decisions.
Whether you’re navigating a small business acquisition or assessing a company’s financial performance, Acquire Wise leverages extensive experience and a passion for helping others succeed. Your goals are our mission, and we’re here to guide you every step of the way.
Meet Daniel Lee
Daniel Lee began his career at JPMorgan Chase, gaining valuable experience in retail banking and wealth management while helping individuals and businesses achieve their financial goals. Daniel quickly excelled, earning recognition for his ability to build strong client relationships and drive business growth.
From there, Daniel transitioned into commercial banking, specializing in working with small and mid-sized businesses to optimize their financial strategies. Daniel’s expertise in credit analysis and lending led him to focus on business underwriting, particularly in SBA and commercial real estate financing. Over the years, Daniel has underwritten loans at various lenders and banks, structuring deals that help entrepreneurs secure capital for business acquisitions, expansion, and working capital.
In addition to Daniel’s lending expertise, Daniel is a successful entrepreneur who owns multiple businesses in California and Texas. Having firsthand experience as a business owner gives him unique insight into the challenges entrepreneurs face, allowing him to provide practical, strategic financial solutions tailored to business owner’s needs. Whether you’re seeking funding or looking to navigate complex lending processes, Daniel’s expertise and real-world business experience make him a trusted advisor in achieving long-term success.
