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The Quality of Earnings (QoE) Report in Diligence
Perspectives
A QoE report verifies the accuracy and sustainability of your earnings. It is not an audit — it is a deep dive that can make or break your deal at closing.
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Financing the Deal: SBA Loans, Earnouts, and Seller Notes
Perspectives
Most acquisitions use a mix of SBA loans, seller notes, earnouts, and equity rollovers. Here is how each option works and how to protect your position.
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Due Diligence Demystified: What Buyers Will Ask For
Perspectives
Due diligence is the deep review buyers perform after signing an LOI. Here is what they will ask for and how to prepare so your deal stays on track.
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The LOI: Why It's More Like Dating Than a Marriage Contract
Perspectives
An LOI outlines key deal terms but is mostly non-binding. Think of it as dating exclusively, not a marriage contract. Here is what both sides need to know.
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Asset Sale vs. Stock Sale: What Business Owners Need to Know
Perspectives
Asset sale or stock sale? Deal structure affects taxes, liabilities, and employee continuity as much as price. What every business owner needs to know.
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Avoiding Post-Sale Regret: Lessons from Past Sellers
Perspectives
75% of owners regret selling within a year — not because of price, but poor emotional and strategic preparation. Here is how to avoid that mistake.
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From Operator to Advisor: Staying Involved Post-Sale
Perspectives
After selling, you do not have to walk away entirely. Many owners shift to advisory roles — from short-term transition support to board seats and equity.
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Maximizing Value Without Losing Your Soul
Perspectives
Maximizing business value and preserving your legacy are not mutually exclusive. With the right buyer and preparation, you can protect your people and price.
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How Do I Sell My Business? A Step-by-Step Guide for Owners
Perspectives
Thinking about selling your business? This step-by-step guide covers everything from preparing financials and finding the right buyer to closing the deal.
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