Practical guides for business owners navigating valuations, CIM-style materials, diligence, buyer process management, and M&A terms.
October 2, 2026
A plain-English checklist for HVAC, plumbing, electrical, landscaping, auto repair, and other service business owners who want to see whether their company is ready for a buyer conversation.
Read article →July 20, 2026
A plain-English checklist of the financial, customer, operations, legal, and buyer-question documents to organize before selling your business.
Read article →July 20, 2026
A plain-English worksheet that helps business owners turn yearly take-home profit into a rough sale-value range before they talk to buyers.
Read article →June 26, 2026
A practical seller guide to turning a business valuation into a sale-readiness plan, buyer narrative, and next-step checklist.
Read article →June 26, 2026
Before sharing your business with buyers, use this checklist to organize financials, story, risks, and next-step sale materials.
Read article →June 26, 2026
Learn the difference between a valuation and a Confidential Information Memorandum, and why sellers usually prepare both before confidential sharing.
Read article →June 12, 2026
A practical checklist for owners considering a DIY business sale: valuation, confidentiality, buyer screening, NDA, LOI, due diligence, and closing prep.
Read article →June 12, 2026
Learn how business owners can estimate value before a sale using SDE, EBITDA, multiples, add-backs, and owner-reviewed assumptions.
Read article →June 12, 2026
A practical owner checklist for estimating business value before a sale, including earnings, add-backs, risk factors, and sale-readiness gaps.
Read article →June 12, 2026
Learn how to use a free private planning range responsibly before selling, including what inputs matter and when to upgrade to deeper analysis.
Read article →June 12, 2026
Understand the main steps in a business sale, including valuation, CIM prep, buyer screening, NDA, LOI, due diligence, purchase agreement, and closing.
Read article →January 29, 2024
A CIM is a core document in many business sale processes. Learn what goes in it, why buyers review it, and how to prepare a CIM-style draft before sharing sensitive information.
Read article →January 22, 2024
Finding the right buyer for your business is harder than finding any buyer. Here's a step-by-step guide to preparing materials, vetting fit, and protecting sensitive information.
Read article →January 15, 2024
Learn the 5 most common business valuation methods, which one applies to your business, and how planning ranges help owners review assumptions before selling.
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