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 We cut through the noise. This short guide lays out the legal and practical items owners must clear before the sale date. Our aim: reduce surprises that can derail value or delay the transfer of assets and accounts. Practical steps matter. We review purchase price mechanics, payment […]
Sell-Side Quality of Earnings — Why Buyers Care So Much
Sell-Side Quality of Earnings — Why Buyers Care So Much Selling a business can be a complex and overwhelming process. A Quality of Earnings study serves as a financial roadmap, presenting the earnings and financial position of the company in a more normalized way. This process is crucial for buyers, as it provides them with […]
How to Get Your Business Ready for Acquisition in 6 Steps
How to Get Your Business Ready for Acquisition in 6 Steps Preparing your business for sale is a complex process that requires careful planning and strategic decision-making. According to industry experts, having a clear understanding of the acquisition process is crucial to achieving a successful sale. We understand that preparing for business sale can be […]
How Buyers Evaluate Private Companies Before Making an Offer
How Buyers Evaluate Private Companies Before Making an Offer Evaluating private companies poses a unique challenge due to the lack of publicly available financial information. Unlike public companies, private companies keep their financials confidential, making it difficult for buyers to determine their value. To overcome this, buyers employ various methods to estimate a private company’s […]