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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.


Selling a Business in Pennsylvania: A Guide for Founder-Owned Companies
How Pennsylvania owners sell companies worth $1M to $30M: manufacturing, healthcare services, logistics and energy services, and what drives value in each.
Sep 293 min read


Selling a Business in Ohio: A Guide for Founder-Owned Companies
How Ohio owners sell companies worth $1M to $30M: manufacturing, industrial services, healthcare and logistics, and what drives value in each.
Sep 293 min read


Selling a Business in Tennessee: A Guide for Founder-Owned Companies
How Tennessee owners sell companies worth $1M to $30M: the Nashville healthcare cluster, Memphis logistics, automotive manufacturing, and what drives value in each.
Sep 293 min read


Selling a Business in North Carolina: A Guide for Founder-Owned Companies
How North Carolina owners sell companies worth $1M to $30M across the Triangle, Charlotte and the Piedmont, and what drives value in each industry.
Sep 293 min read


Selling a Business in Indiana: A Guide for Founder-Owned Companies
How Indiana owners sell companies worth $1M to $30M: manufacturing, medical devices, logistics and RV production, and what drives value in each.
Sep 293 min read


Selling a Business in Texas: What Owners of $1M to $30M Companies Should Know
How Texas owners sell companies worth $1M to $30M: who the buyers are, how licensing works when real estate is involved, and what drives value across Texas industries.
Sep 294 min read


Selling a Business in Arizona: A Guide for Founder-Owned Companies
How Arizona owners sell companies worth $1M to $30M, what licensing requires, and what drives value across Phoenix and Tucson industries.
Sep 293 min read


Selling a Business in Nevada: A Guide for Founder-Owned Companies
How Nevada owners sell companies worth $1M to $30M, what licensing requires, and what drives value across Las Vegas and Reno industries.
Sep 293 min read


What Utah Companies Are Selling For, by Industry
How buyers value Utah companies across home services, construction trades, healthcare, manufacturing and technology, and what drives the multiple in each.
Sep 293 min read


Selling a Business in Utah: A Guide for Owners of $1M to $30M Companies
How Utah owners sell companies worth $1M to $30M: who the buyers are, what Utah businesses are worth, and how a confidential sale process works along the Wasatch Front.
Sep 294 min read


The Complete Guide to Selling a Lower-Middle-Market Company
A complete guide to selling a company worth $1M to $30M: valuation, preparation, the sale process, diligence, and closing. Written by a sell-side M&A advisor.
Sep 299 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 193 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


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 103 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 103 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 103 min read
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