Resources for Business Owners
Practical guides, articles, and tools to help you think through your transition options—no email required.
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Articles & Guides
Exit Planning
The 7 Mistakes Business Owners Make When Planning a Transition
Most owners wait too long, have unrealistic expectations, or skip critical steps. Here is what to avoid.
How Long Does a Business Transition Actually Take?
From initial conversation to closing, we break down realistic timelines for different deal structures.
Preparing Your Business for Sale: A 12-Month Checklist
The best transitions start long before you are ready to sell. Here is how to prepare.
Valuation & Finance
Understanding Business Valuation Methods
Asset-based, income-based, market-based—there is no single right answer. Learn what drives value.
Why Seller Financing Is More Common Than You Think
In the right situations, seller financing can mean the difference between a deal that closes and one that does not.
What Buyers Actually Look at in Your financials
Three years of tax returns is just the start. Here is what due diligence really involves.
People & Legacy
Protecting Employees Through a Business Transition
A transition does not have to mean layoffs. Learn how thoughtful buyers approach workforce continuity.
Talking to Your Team About a Transition
When and how to share news with employees, and what they need to hear from you.
Leaving a Legacy: What That Actually Means for Business Owners
Beyond price and terms, what are the things that owners hope to preserve?
Confidentiality
Why Confidentiality Matters More Than Most Owners Realize
Leaks can damage relationships, spook employees, and derail deals. Here is how to protect yourself.
Who Should Know You Are Exploring a Transition?
The short answer: almost no one, until you are ready. Here is why and what to do instead.
Want More Guidance?
We are working on a newsletter for business owners exploring transitions. It will be infrequent, substantive, and sent only when we have something worth saying.
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