The Lower Middle Market Exit Playbook
A stage-by-stage playbook for selling a lower middle market business — what buyers evaluate at 18, 12, and 6 months out, then through LOI, diligence, and close.
M&A Deal Terms Explained: A Seller's Reference
The transaction terms that decide your proceeds — enterprise vs. equity value, earnouts, working-capital pegs, escrow, and equity rollover — in plain English.
SBA Funding Cuts & the Shrinking Buyer Pool
How a proposed 67% SBA funding cut shrinks the buyer pool for $5M–$50M businesses — and what it means for your valuation, deal structure, and exit timing.
Business Valuation Readiness Assessment
Score your EBITDA add-backs, revenue quality, customer concentration, and owner dependency to see how a buyer would value you today.
Financial Readiness Scorecard
Rate your financial-statement quality, EBITDA normalization, historical records, and working capital — before buyers do it for you.
Revenue Quality Assessment
Score your revenue mix, customer concentration, contract status, and retention — the factors buyers grade hardest when they underwrite your multiple.
Operations & Key-Person Risk Scorecard
Rate owner dependency, management depth, process documentation, and employee retention to find the diligence risk that costs the most at the table.
Growth Story Readiness Scorecard
Rate your competitive moat, pipeline visibility, recent wins, and expansion runway — what makes buyers pay a premium instead of a discount.
Legal & Compliance Diligence Scorecard
Assess corporate structure, IP ownership, litigation, licenses, and contract assignability before legal surprises retrade your deal.
Deal Structure Readiness Scorecard
Score working capital, earnout risk, diligence records, third-party consents, and advisor readiness — the terms that decide your net proceeds.
Business Valuation Worksheet
Estimate what your business is worth to a buyer — enter normalized EBITDA, pick your industry, and weigh the factors that move your multiple.
EBITDA Normalization Worksheet
Calculate normalized EBITDA — owner-comp add-backs, personal expenses, one-time items, and related-party adjustments that buyers will actually accept.
Free Business Valuation Calculator
A quick estimate of your enterprise value based on your EBITDA and current sector multiples — a starting point before a formal opinion of value.