A buyer who can’t articulate a strategic rationale is a buyer who will have a hard time getting a bank or an investment committee to approve the check. By asking this early, you avoid wasting months of time with “window shoppers” who don’t have a clear thesis for the acquisition.
exitplanning
Why 80% of Founders Regret Selling Their Business—And 5 Ways to Avoid It
Selling your business should be the triumphant culmination of your entrepreneurial journey, not a source of regret. A truly successful exit isn’t measured by the final sale price alone, but by the quality of life it enables you to lead afterward. This requires a fundamental shift in perspective—from focusing only on the value of the business to designing the life you want to step into.
The Florida Mirage: The Capital Gains Conundrum
While major tax law changes are hard to predict, the current environment remains stable. However, due diligence takes time. If you are eyeing a 2026 exit, you must understand these structures now so you don’t get strong-armed into a disadvantageous structure at the eleventh hour
Working Capital Peg Example (With Real Numbers) – A Case Study
One thing that kills large deals is working capital PEGs don’t get addressed early by the broker and the parties. Small business owners often run their business with little to no understanding that if they sell to a private equity group of a more sophisticated buyer they will look for the working capital to be given to them in the sale. Here is an example of the way it works.
The Essential Guide to Buying & Selling an Accounting Practice
Seller notes help bridge valuation gaps, demonstrate seller confidence, and improve deal certainty. From a seller’s perspective, strong firms with clean operations often command more favorable terms and shorter note periods.