top of page

INSIGHTS · VALUATION · PROCESS
Practical thinking for
owners preparing to sell well.
Clear articles on valuation, buyer behavior, confidentiality, deal structure, and the sale process for founder-owned companies.
LATEST ARTICLES
Simple guidance for the lower
middle market.
Short, direct articles written for founders and family owners considering valuation, preparation, or a confidential sale.


Unveiling the Advantages of Boutique M&A Firms with Personalized M&A Advisory Services
Selling a business is a complex journey. It demands precision, confidentiality, and expert guidance. I have seen firsthand how boutique M&A firms transform this process. They offer personalized M&A advisory services tailored to the unique needs of founders and family owners in the lower middle market. Their approach delivers superior value and smoother transactions. Why Personalized M&A Advisory Services Matter Personalized M&A advisory services focus on the individual goals
Aug 243 min read
What Happens to Your Employees When You Sell
The question owners ask most and discuss least. How employee transitions actually work, what buyers intend, and how to protect your team.
Aug 192 min read
LOI to Purchase Agreement: What Changes and What Cannot
The letter of intent sets the terms everyone remembers. The purchase agreement sets the terms that bind. Where sellers lose ground between the two.
Aug 192 min read
How SBA Financing Works When Someone Buys Your Company
Most lower-middle-market buyers borrow. Understanding SBA 7(a) underwriting explains why deals reprice, stall, or close.
Aug 192 min read
Equipment Appraisals: The Hidden Value in Trades and Manufacturing Sales
Book value understates well-maintained equipment. A fair-market-value appraisal often surfaces value depreciation erased, and strengthens lender underwriting.
Aug 192 min read
What Is a CIM, and Why It Determines Who Bids on Your Company
The confidential information memorandum is the document that decides whether qualified buyers engage. What belongs in one and what gets left out.
Aug 192 min read
Working Capital in a Business Sale: The Adjustment Nobody Explains
Working capital targets can move hundreds of thousands of dollars at closing. How the mechanism works and where sellers lose money.
Aug 192 min read
Exit Planning Three Years Out: What Actually Moves the Number
The highest-return work in a business sale happens years before the process starts. A practical three-year plan for owners.
Aug 192 min read
Why Most Businesses Listed for Sale Never Actually Sell
The majority of businesses put on the market never close. The reasons are consistent, and most are fixable before going to market.
Aug 192 min read
Customer Concentration: How Buyers Price the Risk
Why one large customer can cost you seven figures at closing, the thresholds that trigger buyer concern, and what to do about it before going to market.
Aug 102 min read
What Actually Happens in Due Diligence
A practical walkthrough of buyer due diligence in a lower-middle-market sale: what gets examined, where deals stall, and how to prepare.
Aug 102 min read
You Have Two Offers. How Do You Choose?
Price is only one variable. How to compare competing offers on structure, certainty, financing, and what happens to your people after closing.
Aug 102 min read
Seller Financing Explained: Why Most Lower-Middle-Market Deals Include It
Why buyers ask for seller notes, what terms are normal, how they are secured, and how to decide whether carrying paper is worth it.
Aug 102 min read
What Medical Billing and RCM Companies Are Selling For
How buyers value medical billing and revenue cycle management companies, why client concentration dominates the conversation, and what to fix before a sale.
Aug 102 min read
What HVAC and Home Services Companies Are Selling For
How buyers value HVAC, plumbing, electrical, and roofing companies, what drives the multiple, and what owners should fix before going to market.
Aug 103 min read
What Commercial and Facilities Services Companies Are Selling For
How buyers value commercial cleaning, landscaping, facilities maintenance, and related service companies, and what separates a premium multiple from an average one.
Aug 102 min read
What E-commerce and Consumer Brands Are Selling For
How buyers value e-commerce businesses and consumer brands, why traffic source and margin structure drive the multiple, and what to prepare before a sale.
Aug 102 min read
What Manufacturing Companies Are Selling For
How buyers value lower-middle-market manufacturers, why equipment and customer concentration dominate diligence, and what to prepare before going to market.
Aug 102 min read
Add-Backs Explained: What Counts, and What Gets Laughed At
A practical guide to add-backs in a business sale, the adjustments buyers accept, the ones they reject, and how documentation determines your final price.
Aug 73 min read
The Real Timeline to Sell a Company, Month by Month
The honest timeline of a lower-middle-market company sale: what happens in each phase from valuation to funding, and what makes deals faster or slower.
Aug 73 min read
bottom of page
