Exit Planning for Business Owners: The Multi-Year Playbook
Exit planning for business owners works on a 12, 24, and 36 month runway. What to fix at each stage, what buyers reward, and why the value is created before a sale process opens.
News & Insights
Featured Post
Previous Posts
What Is an M&A Advisor — and Do You Need One?
What an M&A advisor does, how the role is regulated, how advisors differ from other intermediaries, and how to tell whether your company is at the size where representation matters.
Lower Middle Market M&A: A Seller's Guide for $10M-$50M Owners
What defines the lower middle market, who buys companies in this range, and what should owners know before selling? An investment banker explains buyer types, deal structures, and how to prepare.
Selling a Family Business: How to Handle the Emotional and Financial Complexity
Selling a family business involves more than M&A mechanics. Handle the emotional, financial, and family dynamics from the decision to sell through closing.
Working Capital Adjustments in M&A: What Every Seller Should Understand Before Closing
Working capital adjustments can reduce your sale proceeds at closing. Learn how the peg works, what to negotiate upfront, and how to avoid the most common seller traps.
What Is a Confidential Information Memorandum (CIM)? The Seller's Guide to M&A's Most Important Document
A confidential information memorandum is the document that sells your business to buyers. Learn what it includes, what you need to provide, and how quality affects price.