Get Our Proven Due Diligence Checklist to Sell Your Business
We guide founders through the final stretch. Preparing for a sale means more than tidy books. It means organized contracts, clear ownership, and complete tax returns. Start with your Federal Employer Identification Number from the IRS. That EIN proves legal ownership and keeps tax filings clean. Gather income statements, balance sheets, and returns for the […]
Get Our Curated Business Sale Due Diligence Checklist PDF
We built a focused tool to speed transactional review for lower-middle-market acquisitions. Our curated framework highlights the documents and company information that matter most. It saves time. It reduces risk. Shiau Yen Chin-Dennis at K&L Gates LLP provides legal guidance for M&A calls. Reach out at 503.226.5765 for counsel on material agreements or complex corporate […]
Sell Your Business: Download Our Due Diligence Checklist
We cut through deal noise. M&A is unforgiving. Ben Drellishak of Business Screen notes that 70% to 90% of deals fail. That statistic drives our focus. Preparation wins. A structured due diligence process usually takes one to two months for small firms and can stretch beyond six months for complex transactions. Time matters. We offer […]
Sell Your Business with Our Proven Due Diligence Checklist
Selling a founder-led company marks a pivotal moment. It is the result of years of work and a clear vision. We respect that outcome and aim to protect your interests. Preparation matters. The due diligence phase can shape valuation and closing speed. We cut through noise and show practical steps to make the process predictable. […]
Reps & Warranties Insurance Explained for Sellers (2026 Guide)
How R&W insurance shifts indemnification risk from seller to insurer. Premiums (2-4% of policy limit), coverage scope, and when it makes sense for $10M+ deals.
The Essential Closing Conditions Checklist for Business Sales
The Essential Closing Conditions Checklist for Business Sales Quick Answer A closing conditions checklist for business sales is a legal and practical roadmap that identifies all items , purchase price terms, asset transfers, lease assignments, tax filings, employee notices, and regulatory approvals , that buyer and seller must complete before the sale date to finalize […]
Sell-Side Quality of Earnings — Why Buyers Care So Much
Sell-Side Quality of Earnings — Why Buyers Care So Much Quick Answer A Quality of Earnings study normalizes a company’s financial statements to reveal the true sustainability and reliability of its earnings, which directly impacts buyer confidence and valuation multiples. Buyers use it to identify adjusted EBITDA, spot accounting irregularities, and understand cash flow generation, […]
How to Get Your Business Ready for Acquisition in 6 Steps
How to Get Your Business Ready for Acquisition in 6 Steps Quick Answer Preparing your business for acquisition typically involves six core steps: cleaning up financial records and documentation, strengthening management team and operational systems, improving profitability and cash flow visibility, resolving legal and compliance issues, creating a compelling business narrative, and determining realistic valuation […]
How Buyers Evaluate Private Companies Before Making an Offer
How Buyers Evaluate Private Companies Before Making an Offer Quick Answer Buyers evaluate private companies using comparable company analysis, discounted cash flow modeling, and detailed financial due diligence to estimate value, since private companies lack publicly available financial data. They typically request 3 to 5 years of audited or reviewed financial statements, tax returns, and […]