Insights for Founders Preparing to Sell

No pitch, no email gate required to browse. These are the same questions and tools we use with clients — articles, videos, and downloadable templates, whether or not you ever book a call.

What Private Equity Buyers Look for Before Buying Your Business

A buyer does not pay a high price because a business looks impressive. A buyer pays when the numbers can be trusted, the customers are likely to stay, and the company can keep growing after the founder steps back.

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Templates & tools you can use today.

13-Week Cash Flow Forecast Template

The same rolling forecast format we build for clients.

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Diligence-Readiness Checklist

What a PE buyer's team looks for before they ever say so.

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KPI Dashboard Template

Built the way a buyer's diligence team actually reads it.

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Bolt-On Acquisition Checklist

Sourcing, financing, and integration — what to check at each step.

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