Gather your federal tax returns, year-end P&Ls, balance sheets, and trailing twelve-month (TTM) statements.
Michael Shea
How Private Equity Really Values Your Business (And Why Most Owners Leave Money on the Table)
The businesses that achieve premium valuations aren’t necessarily the best businesses. They’re the businesses that are easiest for a buyer to understand, operate, grow, and eventually sell.
The Profitability Playbook: How Smart Business Owners Make More Money Without Working Harder
I’ve seen businesses generate six figures in revenue from a client while barely making money once labor, discounts, and service calls are fully accounted for.
How 20 Years of Closings Creates Better Results for Sellers
Experience in business brokerage is often measured by years. A more meaningful measurement is closed transactions. Each closing teaches lessons about: Valuation Buyer psychology SBA lending Due diligence Deal structure Risk management After hundreds of transactions, patterns emerge. You learn which buyers close. You learn which lenders perform. You learn which issues derail transactions. […]
The Hidden Advantage Most Business Sellers Never See: The Co-Broker Model
When a business is marketed properly, the buyer isn’t limited to our internal database. Instead, the opportunity is exposed to hundreds of professional intermediaries throughout the Transworld network and the broader brokerage community.