The Role of the Quality of Earnings (QoE) Report in Diligence
A Quality of Earnings (QoE) report analyzes a company’s financial performance to verify the...
Financing the Deal: SBA Loans, Earnouts, and Seller Notes
Most small- to mid-market business acquisitions aren’t paid entirely in cash. Deals are financed...
Due Diligence Demystified: What Buyers Will Ask For
Due diligence is the deep-dive review buyers perform after signing a Letter of Intent (LOI). It...
The LOI: Why It’s More Like Dating Than a Marriage Contract
A Letter of Intent (LOI) is a non-binding document that outlines the key terms of a proposed deal —...
Asset Sale vs. Stock Sale: What Business Owners Need to Know
When selling a business, deals are typically structured as either: Asset Sale: The buyer purchases...
Avoiding Post-Sale Regret: Lessons from Past Sellers
Most business owners regret selling within a year — not because of the price, but because they...
From Operator to Advisor: Staying Involved Post-Sale
After selling your business, you don’t always have to walk away completely. Many owners shift from...
Maximizing Value Without Losing Your Soul
To maximize the value of your business before a sale without sacrificing your people, brand, or...
How Do I Sell My Business? A Step-by-Step Guide for Owners
If you’re thinking about selling your business, the process typically involves: Preparing your...
How to Protect Employees During a Business Sale
To protect employees during a business sale: Choose a buyer who values continuity, not just...
How to Choose the Right Buyer for Your Business
Not all buyers are the same. Business owners considering retirement or exit should weigh three main...
The Silver Tsunami is Here: Why More Owners Are Selling Now
The “Silver Tsunami” refers to the wave of Baby Boomer business owners reaching retirement age....