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12-Month Exit Prep Checklist
What Every Owner Should Know About Taxes When Selling
Selling a business is one of the most significant financial events in an owner’s life. Beyond negotiating the right price, understanding the tax consequences of a sale is critical. Taxes can meaningfully impact how much value you ultimately keep. This guide outlines...
Managing a Business During a Sale
Selling a business is one of the most significant transitions an owner will face. The process can be complex, emotional, and time-consuming—but with the right strategy, you can maximize value, maintain stability, and position your company for a smooth transfer of...
Due Diligence Checklist for Business Sellers
Corporate Documents • Articles of Incorporation and Bylaws (or LLC Agreement) • Business licenses and permits • Organizational chart and ownership structure • Board meeting minutes (last 3 years) • Shareholder agreements and stock ledgers • List of subsidiaries and...
Pre-Sale Preparation Guide: How to Prepare Your Business for Sale
1. Assess Your Readiness to Sell Before putting your business on the market: Clarify Your Goals: Are you retiring, seeking a new opportunity, or cashing out? Financial Needs: Understand how much money you need post-sale. Emotional Preparedness: Prepare to let go of...
Where to Focus Your Budget if You Want to Sell in 2025
Selling a Business, Managing Risk, Exit Planning
As your businesses gears up for its annual budgeting, you can’t forget to factor in M&A pre-sale planning, both to make the sale process smoother and to maximize your company's value. Without careful preparation, companies can miss opportunities to boost their...
Deciding Your Exit: Is a Strategic Buyer or Private Equity Right for You?
Selling a Business, M&A, Exit Planning
Are you looking for a quick handover or a partnership that elevates your operations? The choice you make in how you exit your company will determine that path. After all, selling your company isn’t just a transaction—it's a pivotal decision that shapes your legacy and...
Assembling Your Dream Team for a Successful Exit
Selling a Business, Exit Planning
The difference between no outcome and a great outcome in selling your business lies in your preparation as an owner, supported by your key advisors—your "dream team." Those who prepare well by filling in gaps and maintaining value acceleration throughout the deal will...
Taking Some Chips off the Table: How to De-Risk and De-Lever
Owner Considerations, Exit Planning, Selling a Business
One of the big reasons entrepreneurs come to us is that they’re feeling the weight of risk and liability on their shoulders more than they used to. Sometimes they just want to distribute the responsibility a bit and free up their time and energy, and other times the...
How to Prepare for Retirement as a CEO or Entrepreneur
Selling a Business, Owner Considerations
Retirement as a CEO or entrepreneur isn't just about stepping away from the office—it's about transitioning from a role you've lived and breathed for decades into a life of freedom, purpose, and financial independence. Unlike salaried professionals, entrepreneurs...
Timing a Sale: Risk-On and Risk-Off Markets in M&A
Selling a Business, Managing Risk, M&A, Sell-side, M&A Education & Market
Understanding Risk-On and Risk-Off Markets: Impact on Investments, Private Equity, and M&A Strategy In the dynamic landscape of investments and M&A, understanding the cyclical shift between risk-on and risk-off market environments is essential for investors,...