Resources

It’s part of our mission to empower business owners, entrepreneurs, and CEOs with a wealth of valuable tools and knowledge. Here, you’ll find a diverse array of resources meticulously curated to offer insights, expert advice, and practical guidance for navigating the intricate landscape of business success. From thought-provoking blog posts and informative eBooks to powerful valuation tools and a detailed FAQ section, our goal is to equip you with the essential information and tools needed to navigate the M&A and Exit Planning processes with confidence and clarity.

E-Book

E-Book Title

Discover the roadmap to a successful business exit strategy. Download our free eBook to uncover invaluable insights, actionable tips, and expert guidance on navigating the complex terrain of exiting your business. Download >

Valuation tools

Valuation Tools Headline

Uncover the true potential of your business with our cutting-edge valuation tools – gain insights and clarity on where your company stands in the market. Get a free assessment now and discover what your business is worth in its current condition. Get a Free Valuation

FAQS

My business broker is asking for 5 years of historical financials and 3 years of projections. We’ve never done that in the past and ran our business just fine. Why is this important?

Not to mention books that are complete and accurate, built according to Generally Accepted Accounting Principles (“GaaP”), recorded on an accrual basis. You get the idea. Why is this important? It’s the same reason why banks want a minimum of two-years of tax returns for all the business owners, why large customers want to see your financial statements, and why potential investors are so keen to gain an understanding of your “numbers” before deciding to invest. Your financial statements are like your resume. If your resume has typos and grammatical errors, a recruiter would throw it in the trash within seconds. It’s the same thing when trying to sell your business. Your financial accounting records are your resume, and prospective buyers use that and a host of other documents to decide if they’d like to buy your business.

How do I know you can sell my business if it meets your criteria?

We’re owners and business operators who have been in your shoes as entrepreneurs. We’re C-level senior executives who love small business and understand the nuances and the roll-up-your-sleeves, get ‘er done attitude it takes to make things happen. It’s why we’ve developed a patented, repeatable process that only focuses on the specific things needed to get you ready for sale. Not everything and zero fluff. We don’t tell you what to do and leave you holding the bag without the in-house expertise to get you ready to sell. We do the work, we do it right, we partner with you and keep you in the know, and we get out. Of course, some companies need more work, others are larger and need more complex services, and others want our Platinum Services regardless of their size. We also implement monthly services up until the time you sell the business designed to keep your steering the ship, providing course correction where needed, and increasing the value of your company over time by executing The Value Builder System™, engaging in weekly success meetings, driving monthly financial summits and more.

I’ve heard from other business owners that “getting your business ready for sale” is a waste of time, and they wouldn’t get any value working with a firm like yours. What’s different about your company?

We know you’re concerned with time, spending money, wasting energy and more. You’ve probably worked with consulting firms in the past who’ve given you a flashy presentation, maybe even some process flows and other leave behinds that 3 months later are gathering dust. We get it, seriously, because we’ve done the same thing and learned our lessons and trusted our guts when partnering with less than stellar service firms. It’s why our firm is different from the rest.