Deal Preparation

How to Get Your Financial Records Ready for a Business Sale

Buyers request 3–5 years of tax returns, profit-and-loss statements, and balance sheets within the first week of due diligence. Clean financial records are not a paperwork exercise — they are a credibility exercise that directly affects your sale price.

Thinking About Selling Your Business? Here Is How to Start.

What Is a CIM and How to Build One That Attracts Buyers

A Confidential Information Memorandum is the single most important document in a business sale — 90% of serious buyers will not make an offer without one. Here is what goes in it, how to build one, and what separates a good CIM from a bad one.

How to Prepare Your Business for Sale

Businesses that invest 6–12 months in pre-sale preparation sell at 15–25% higher multiples. The owners who get the best outcomes are the ones who prepared their financials, operations, and documentation before going to market.

Sell Your Business Without a Broker: A Step-by-Step Guide for Owners

Save $150,000+ in broker commissions on a $2M business sale. A complete guide to the 8-step process for selling your business without a broker — from valuation to close — at a flat fee instead of 8–12% commission.