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Exit Readiness & Succession Planning

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The 12-Month Exit Preparation Plan

Sep 7, 2026

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5 min read

The 12-Month Exit Preparation Plan

You don't need a five-year strategy to get your business ready to sell. You need 12 months, used well, and a plan for how to spend them.

The Staff
The Staff

Buyer Psychology & Deal Dynamics

What Private Equity Firms Look For in a Business

Aug 31, 2026

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3 min read

What Private Equity Firms Look For in a Business

Inbound PE interest isn't a verdict on your business — it's the start of a specific, unfamiliar evaluation process with its own logic.

The Staff
The Staff

Buyer Psychology & Deal Dynamics

Why Deals Fall Apart: The Most Common Failure Points in a Business Sale

Aug 24, 2026

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4 min read

Why Deals Fall Apart: The Most Common Failure Points in a Business Sale

Deals rarely die from one dramatic event. They die in one of a handful of predictable ways. Here's how to tell which one you're exposed to.

The Staff
The Staff

Preparing a Business for Sale

Why Messy Financials Cost You at the Negotiating Table — And How to Clean Up Your Financials for Sale

Aug 17, 2026

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4 min read

Why Messy Financials Cost You at the Negotiating Table — And How to Clean Up Your Financials for Sale

Buyers don't just read your numbers. They test them. Here's what needs to hold up before they do.

The Staff
The Staff

Valuation Education

Is AI Already Affecting How Buyers Value Your Business? Here's What the Data Actually Shows

Aug 3, 2026

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4 min read

Is AI Already Affecting How Buyers Value Your Business? Here's What the Data Actually Shows

AI is dominating the headlines. The honest answer, based on the most current buyer-side data, is that it hasn't reached the deal table yet. The questions buyers ask have already started to change.

Roy Salisbury
The Staff
Roy Salisbury, +1

Valuation Education

Why Add-Backs Backfire on Sellers Who Overreach — And How to Get Them Right

Jul 27, 2026

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4 min read

Why Add-Backs Backfire on Sellers Who Overreach — And How to Get Them Right

Add-backs are supposed to raise your valuation. Here's when they do the opposite, and how to know which side of the line you're on.

Roy Salisbury
The Staff
Roy Salisbury, +1

Market Insights & M&A Trends

The Energy Shock Before the Exit: Could Rising Oil Prices Reduce the Value of Your Business?

Jul 20, 2026

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4 min read

The Energy Shock Before the Exit: Could Rising Oil Prices Reduce the Value of Your Business?

Buyers don't read a fuel cost spike as bad luck. They read it as a test of whether your business can protect its margin, and if you're planning to sell in the next 12 to 18 months, that test is already underway.

The Staff
The Staff

Exit Readiness & Succession Planning

What's the Right Business Exit Strategy for You? Family Transfer vs. Management Buyout vs. Third-Party Sale, Compared

Jul 15, 2026

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5 min read

What's the Right Business Exit Strategy for You? Family Transfer vs. Management Buyout vs. Third-Party Sale, Compared

Each path trades off price, control, timeline, and legacy differently. The right choice depends on what you're actually optimizing for, not on which one feels expected.

The Staff
The Staff

Exit Readiness & Succession Planning

The Exit Planning Questions Every Owner Asks First

Jun 18, 2026

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4 min read

The Exit Planning Questions Every Owner Asks First

Straight answers to what most owners wonder before they're ready to act.

The Staff
The Staff

Market Insights & M&A Trends

Why Buyers Are Getting More Selective — And What It Means If You're Planning to Sell

Jun 18, 2026

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4 min read

Why Buyers Are Getting More Selective — And What It Means If You're Planning to Sell

Buyers are still active. The definition of a deal-ready business has gotten narrower.

The Staff
The Staff

Valuation Education

What Is My Business Worth? How Buyers Actually Calculate Value

Jun 18, 2026

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4 min read

What Is My Business Worth? How Buyers Actually Calculate Value

Most owners have a number in their head. Buyers use a different one. Here's the methodology.

The Staff
The Staff

Buyer Psychology & Deal Dynamics

Customer Concentration Is in Your Financials. Founder Dependence Is in Your Multiple.

Jun 18, 2026

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4 min read

Customer Concentration Is in Your Financials. Founder Dependence Is in Your Multiple.

Buyers discount for both. Most sellers only track one.

The Staff
The Staff

Family Business and Legacy Planning

When Your Kids Don't Want the Business: What to Do Before It's Too Late

Jun 16, 2026

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4 min read

When Your Kids Don't Want the Business: What to Do Before It's Too Late

Most family business owners have a succession plan. They just haven't confirmed it with anyone.

The Staff
The Staff

Market Timing for Sellers

Is Now a Good Time to Sell Your Business? What the Market Is Actually Telling You

Jun 16, 2026

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4 min read

Is Now a Good Time to Sell Your Business? What the Market Is Actually Telling You

Millions of Boomer-owned businesses are heading to market. Understanding three key forces could change what you walk away with.

The Staff
The Staff

Buyer Psychology & Deal Dynamics

What Buyers Are Actually Looking For (And Why Most Sellers Get It Wrong)

Jun 11, 2026

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4 min read

What Buyers Are Actually Looking For (And Why Most Sellers Get It Wrong)

Buyers don't purchase your history — they're buying future cash flow without you. Here's how to prepare for what buyers actually evaluate.

The Staff
The Staff

Preparing a Business for Sale

Why Owner-Dependent Businesses Are Harder to Sell — And What to Do About It

Jun 11, 2026

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4 min read

Why Owner-Dependent Businesses Are Harder to Sell — And What to Do About It

If your business can't run without you, buyers will price that in. Here's how dependency shows up — and what to do about it.

The Staff
The Staff

Valuation Education

Why Your Business Might Be Worth Less Than You Think — And What to Do About It

Jun 11, 2026

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2 min read

Why Your Business Might Be Worth Less Than You Think — And What to Do About It

Buyers price risk, not effort. Here are the four factors quietly discounting your value — and how to fix them.

The Staff
The Staff

Exit Readiness & Succession Planning

The 5 Signs It's Time to Start Planning Your Exit

Jun 11, 2026

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2 min read

The 5 Signs It's Time to Start Planning Your Exit

The early signals that it's time to start planning — before urgency forces the decision.

The Staff
The Staff

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