Perspectives for owners considering a sale

Articles on exit planning, valuation, buyers and due diligence for owners of Main Street and lower middle market companies.

Exit Planning: Why It Matters and What a Plan Should Address

What a sound exit plan addresses, and why the work should begin well before a sale is needed.

The factors that drive value, from normalized earnings and market evidence to assets, working capital and risk.

Four of the most common reasons owners decide to sell, and what each implies for planning.

What buyers examine in diligence, and how sellers can prepare so that it does not erode value or terms.

Who acquires Main Street and lower middle market companies, and three misconceptions that can complicate a sale.

A business that depends on its owner is worth less to a buyer. How to reduce that dependence before a sale.

Resources

A confidential valuation provides a supportable value range and a clear view of what would improve it.