Resources
Resources for owners who are thinking ahead.
Insights, tools, and plain-spoken writing on what buyers look for, what preparation changes, and how to protect your leverage.
What Remains
46 cards, one question at a time, for owners who will one day step away. Set aside the ones you can’t answer with confidence. Your pile is the point.
Draw the first cardWhat a buyer sees when they walk your floor
You see thirty years of decisions that worked. A diligence team sees five risks, and prices every one of them.
Read the insightWhy you should prepare to sell, even if you never do
The work that makes a business valuable to a buyer is the same work that makes it better to own.
Read the blogThe Pre-Flight Kit
The checklists we use with clients: the buyer’s walk-through, the owner-dependence check, and what to do before you answer an offer.
Get the toolThe offer came on a Tuesday. What to do before you answer
A friendly buyer, a real number, gentle urgency. Here is how to take the call without giving away your leverage.
Read the insightNext step
Start with a private conversation.
Thirty minutes, confidential, and useful whatever you decide.
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The Pre-Flight Kit: the frameworks and checklists we use with clients, sent to your inbox.
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