Preparing to sell
Learn how financial reporting, owner dependence, management depth, customer concentration, recurring revenue, licenses, and documented systems affect transferability.
Learn How to PrepareAnswers before you are ready to act
Clear guidance for your business’s next chapter.
You should not need to enter a sales process to learn how one works. These resources are designed to help owners understand readiness, value, succession, acquisition, and transition questions at their own pace.
Resource categories
Understanding value and deal structure
Learn how buyers evaluate normalized earnings, add-backs, working capital, leadership costs, financing, seller notes, and transaction risk.
Understand the ProcessProtecting people and continuity
Explore how owners and buyers think about employees, customer communication, brand identity, transition timing, and transfer of important relationships.
Explore Thoughtful TransitionsGrowing through acquisition
Learn how to build a buy box, evaluate a competitor, finance an acquisition, and integrate a company without weakening the existing operation.
Explore a Growth Partnership