Resources & Insights

Everything You Need to Plan a Smarter Exit

Free guides, checklists, and valuation tools built for founder-owned businesses considering an exit.

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Guides, Checklists & Valuation Tools

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Valuation

The Business Valuation Guide

How lower-middle-market buyers actually value a company — multiples, comparables, and the specific drivers that move your number up or down.

PDF · Guide

Checklist

Exit Readiness Checklist

The 30-point checklist we run with owners 12–24 months before a sale — de-risk the business, tidy the financials, and remove the surprises buyers punish.

PDF · Checklist

Valuation

EBITDA Multiples by Industry

Current transaction multiple bands across the industries we serve, with the size and margin adjustments that shift where your business lands.

PDF · Reference

Guide

The Sell-Side Process, Start to Close

A plain-English walkthrough of every stage — preparation, CIM, buyer outreach, LOI, diligence, and closing — and what to expect at each.

PDF · Guide

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