Get Our Proven Due Diligence Checklist to Sell Your Business

sell business due diligence checklist template

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 […]

Sell Your Business with Our Proven Due Diligence Checklist

sell business 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. […]

Selling Your Business? Choose Between Stock or Asset Sale

is a stock or asset sale better for selling a business

We help founders and sponsors cut through jargon and make the core tradeoffs clear. Mike Rosendahl guides our approach to the practical tax and legal choices that shape any exit. Choosing an asset or stock structure fundamentally alters tax treatment, liability exposure, and net proceeds. That choice shapes purchase price, contract terms, and the timeline […]

How to Calculate Working Capital When Selling a Business

how to calculate working capital when selling a business

We guide founder-led owners through the financial details that shape final proceeds. Understanding working capital is not optional. It affects the purchase price and the buyer’s confidence in the deal. Too many sellers leave this issue until the last minute. That can derail the entire sale process. We help owners set a clear target, align […]

The Essential Closing Conditions Checklist for Business Sales

What is a 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 […]

Selling a Generator Installation Company? Our Proven Approach

How to sell a generator installation business

Selling a Generator Installation Company? Our Proven Approach We guide founders through the complex process behind one clear goal: package your firm as a high-value asset that attracts the right buyer. Our focus is operational maturity, recurring revenue, and clean financials that translate into premium offers. Your company matters. Demand for standby generators is rising […]

How to Sell a Window Cleaning Business

How to sell a window cleaning business

How to Sell a Window Cleaning Business We help founder-led owners plan exits that protect reputation and maximize value. In 2011 one founder grossed $35,000 running his modest cleaning company. That early result shaped sensible expectations for buyers and sellers. Preparation matters. You must review finances, tidy operations, and document recurring revenue. Clear records earn […]

Selling Your Garage Door Business to Private Equity Investors

How to sell a garage door company to private equity

Selling Your Garage Door Business to Private Equity Investors Choosing the right partner changes everything. Selling business ownership is a major move. Founders face trade-offs. Financial gain vs. retained stake. Operational control vs. outside expertise. We cut through noise. Our team evaluates buyers and investment theses with clarity. We focus on track record, geographic fit, […]

Business Exit Readiness Assessment — Are You Actually Ready to Sell?

business exit readiness assessment

Business Exit Readiness Assessment — Are You Actually Ready to Sell? Most business owners don’t wake up one morning and decide to sell. They think about it first. According to the Exit Planning Institute, a business owner is truly “ready” only when personal goals, financial goals, and business realities are aligned. Being prepared to sell […]