Plain-spoken thinking on transactions and finance.
No jargon. No em dashes. Just the way we explain things to the owners and acquirers we work with.
From QuickBooks to a Scalable Finance Stack
How to upgrade your accounting systems as the business grows.
Preparing Your Business for a Sale: Financial Issues That Delay Deals
Selling a business often takes longer than expected, not because of market conditions, but due to preventable financial issues uncovered during diligence. Understanding what buyers scrutinize and preparing in advance can reduce friction, protect value, and keep a deal on track.
Business Valuation Guide for SMBs
A practical guide to understanding business valuation methods, industry multiples, and the factors that impact your company's worth
Using ROBS Financing for Small Business Acquisitions: What Buyers Need to Know
An overview of ROBS as a way to finance a small business acquisition.
What Is an Independent Sponsor? A Practical Guide for Investors
Independent sponsors are a growing presence in the lower middle market. They pursue the same types of businesses as traditional private equity firms, but operate under a different model. Understanding how independent sponsors source deals, structure transactions, and create value is essential for investors evaluating these opportunities. This page explains the independent sponsor model, how deals are structured, and what investors should focus on when underwriting a sponsor-led transaction.
Common Pitfalls in Quality of Earnings Reports
The mistakes we see most often in QoE reports, and why they matter to buyers and lenders.
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