How Earnouts Work in Business Sale
How earnouts work in a business sale: mechanics, revenue vs EBITDA basis, why 40-60% of stated earnout typically gets paid, and 5 specific traps that kill seller value at payout time.
How to Transition Out of Your Business
How to transition out of your business in 24 months: 12 months prep, 6 months announcement and marketing, 6 months close and transition. Owner exit framework with monthly milestones.
Family Business Succession Plan
Family business succession plan for owners transferring to next-generation. Tax-efficient gifting strategies, family LLC structures, training programs, and conflict scenarios.
Business Succession Planning: 8 Steps
Business succession planning steps for owners 5, 3, and 1 years from transition. 8-step plan covering sale to PE, family transfer, ESOP, and gradual sell-down with timing benchmarks.
How to Evaluate Business Broker Fees
How to evaluate business broker fees: Lehman scale, modified Lehman, retainers, success fees, tail provisions, and expense reimbursement. The framework for comparing proposals on net proceeds.
M&A Advisor Cost: Real Fee Ranges
M&A advisor cost broken down by deal size: retainers, success fees, Lehman scale, expense reimbursement. What you actually pay across $1M-$50M deals — and when an advisor is worth the fee.
Business Broker vs Investment Banker
Business broker vs investment banker vs M&A advisor vs buy-side partner — what each one does, who they fit, and when each is the right answer for your deal.
How to Find a Business Broker (7 Questions)
How to find a business broker who actually fits your deal. The 7 questions that separate good brokers from bad ones — and when a buy-side partner is the better choice.
Business Sale Tax Planning Checklist
A 12-month tax planning checklist for owners selling a business. Entity structure, QSBS, 1031, ESOP, installment sales, state residency — what to fix month by month before you go to market.