Free Resources to Help You Buy, Sell, or Value a Business
We've created practical, actionable guides drawn from 40+ years of real-world transaction experience. Download them free — just tell us where to send them.
📄 Business Sale Readiness Checklist
Are you truly ready to sell? This 25-point checklist walks you through the financial, operational, legal, and personal readiness factors that determine whether your business is positioned for a successful sale — or if there's work to do first.
What's inside:
- Financial documentation readiness (tax returns, P&Ls, balance sheets)
- Operational dependencies and key-person risk assessment
- Lease and contract transferability review
- Customer concentration analysis
- Personal readiness and timeline considerations
- Goodwill and intangible asset inventory
- Valuation preparation steps
Who it's for: Business owners considering a sale in the next 1–3 years
To receive your free copy, submit an inquiry below. Select "Resource Download" and mention "Sale Readiness Checklist" in your message. We'll send it to your email within 1 business day.
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📄 Due Diligence Document Checklist
What will a buyer ask for — and when? This comprehensive checklist covers every document category a serious buyer (or their lender) will request during due diligence. Being prepared upfront accelerates the process and signals professionalism.
What's inside:
- 50+ document categories organized by phase
- Financial records (3–5 years of tax returns, P&Ls, AR/AP aging)
- Legal documents (entity docs, contracts, IP, litigation history)
- Operational records (employee roster, vendor agreements, SOPs)
- Real estate and lease documentation
- Insurance, permits, and licenses
- Technology and systems inventory
Who it's for: Sellers preparing for market, buyers planning an acquisition
To receive your free copy, submit an inquiry below. Select "Resource Download" and mention "Due Diligence Checklist" in your message.
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📄 Business Valuation Primer: What Every Owner Should Know
How is your business actually valued? This plain-English guide breaks down the three primary valuation methods, explains the difference between SDE and EBITDA, and shows you the key factors that drive (or destroy) your business's market value.
What's inside:
- The three valuation approaches: Income, Market, and Asset
- SDE vs. EBITDA — which applies to your business and why
- How multiples work and what drives them up or down
- Common add-backs and how they impact your valuation
- The role of goodwill, customer concentration, and owner dependency
- What buyers and lenders actually look at
- 5 things you can do now to increase your business's value
Who it's for: Any business owner who wants to understand what their company is worth
To receive your free copy, submit an inquiry below. Select "Resource Download" and mention "Valuation Primer" in your message.
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📄 Buyer's Roadmap: How to Acquire a Small Business
Thinking about buying a business? This step-by-step guide covers the entire acquisition process — from defining your search criteria through closing day. Written for first-time buyers and experienced acquirers alike.
What's inside:
- Defining your ideal acquisition profile
- Where to find businesses for sale (and how to evaluate listings)
- The NDA and information request process
- How to analyze financials and assess risk
- Letter of Intent (LOI) negotiation essentials
- SBA financing basics and what lenders require
- Due diligence, purchase agreement, and closing logistics
- Transition planning and Day 1 readiness
Who it's for: Prospective buyers, investors, and Work-to-Own candidates
To receive your free copy, submit an inquiry below. Select "Resource Download" and mention "Buyer's Roadmap" in your message.
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📄 Exit Strategy Planning Worksheet
When should you start planning your exit? Five years ago. But today works too. This worksheet helps you map your personal and financial goals to a realistic exit timeline, identify value gaps, and build a pre-sale improvement plan.
What's inside:
- Personal readiness assessment (goals, timeline, lifestyle)
- Financial gap analysis (what you need vs. what the business is worth)
- Value driver scorecard (rate your business across 10 key factors)
- Pre-sale improvement action plan template
- Professional advisory team checklist (CPA, attorney, broker, planner)
- Timeline builder: 12-month, 24-month, and 36-month exit tracks
Who it's for: Business owners 1–5 years from a potential exit
To receive your free copy, submit an inquiry below. Select "Resource Download" and mention "Exit Strategy Worksheet" in your message.
→ Request This Download
How It Works
Step 1: Click any "Request This Download" button above — it takes you to our quick inquiry form.
Step 2: Select "Resource Download" from the dropdown and tell us which guide(s) you want in the message field.
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