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Most business owners have a good relationship with their accountant. They file taxes, review the year-end numbers, maybe talk through some planning at the end of the fiscal year. It is a professional relationship built…
Landing a major customer is a milestone most owners celebrate. The revenue is significant, and the relationship is strong. Then, a few years in, you look up and realize that one account now represents 35…
One of the most common surprises for first-time sellers is how long the process takes. Most owners, when they decide to sell, want to move. The idea of spending a year or more in a…
Family businesses make up a substantial portion of the lower middle market, and they bring a set of considerations to a sale process that do not exist in the same way for founder-owned or investor-backed…
When a buyer begins due diligence, one of the first things their team evaluates is how the business runs day to day. Not just the financials but the systems behind the financials. The platforms, the…
Intellectual property (IP) can be one of the most valuable assets in a lower middle market business. It can also become a major source of risk during a transaction if it is not properly protected…
Legal due diligence can make or break a deal. It’s one of the most scrutinized aspects of any transaction, and for good reason: buyers want to know they’re acquiring a business with clean legal standing,…
Customer retention carries more weight than acquisition when preparing for an exit. New customer growth can drive short-term results, but buyers focus on stability. They want to see recurring revenue, long-term relationships, and consistent engagement…
Cybersecurity is no longer optional. It is a baseline expectation in today’s deal environment. Buyers do not treat it as a technical detail. They see it as a core indicator of operational strength and reputational…
Buyers are not just purchasing a business. They are investing in a system that can grow, adapt, and generate returns without relying on the owner. If your company depends heavily on you for decisions, client…
