Resources
Everything you need to understand a transaction.
A curated library of interactive tools, deal education, and practical guides for entrepreneurs buying or selling a business.
Learn by doing.
Structured resources that walk through the documents, decisions, and deadlines that shape every deal.
Business Valuation Calculator
Model enterprise value across common methodologies to frame realistic pricing expectations.
Exit Readiness Assessment
Evaluate operational, financial, and legal readiness before taking a company to market and identify gaps that reduce value.
Due Diligence Readiness Assessment
Stress-test your data room, contracts, and disclosures against the requests buyers actually make in diligence.
Transaction Structure Explorer
Compare asset sales, stock sales, mergers, and rollovers side-by-side across tax, liability, and closing complexity.
Deal Team Planner
Map the advisors, lenders, and internal stakeholders you'll need at each stage — and when to bring each of them in.
Master the deal lifecycle.
A structured curriculum covering the full M&A lifecycle, from first meeting to post-closing integration.
Introduction to Mergers & Acquisitions
The fundamentals of buying and selling a business
Preparing to Buy or Sell a Business
Position yourself before the market sees your deal
Letter of Intent (LOI)
Set the terms before the real work begins
Due Diligence
Verify what you are buying before you close
Transaction Structures
Choose the right form for your deal
Asset Purchase Agreement (APA)
Acquire specific assets while limiting legacy liabilities
Membership Interest Purchase Agreement (MIPA)
Buy into an LLC without starting over
Stock Purchase Agreement (SPA)
Acquire the entity, contracts and all
Merger Agreement
Combine businesses into a single surviving company
Purchase Price Mechanics
Understand how price is set, adjusted, and paid
Representations & Warranties
Allocating truth-telling risk between buyer and seller
Indemnification
Protect against breaches after closing
Employment, Consulting & Restrictive Covenant Agreements
Keep key people engaged and protect value through transition
Escrow Agreements
Holdbacks that protect both sides post-closing
Promissory Notes & Seller Financing
When the seller helps finance the deal
Closing the Transaction
The final steps to transfer ownership
Post-Closing Obligations & Integration
Make the combined business work in practice
Speak the language.
Plain-language definitions of the M&A terms you will hear from buyers, bankers, brokers, and CPAs.
Financial Literacy Dictionary
EBITDA, add-backs, working capital, seller's discretionary earnings, and the rest of the financial vocabulary used to value and finance a business.
Legal Literacy Dictionary
Indemnification, escrow, reps and warranties, restrictive covenants, and the legal terms that appear in every LOI and purchase agreement.
Read the market.
Short-form insights on market trends, deal structures, and common transaction pitfalls.
The Most Expensive Mistake Business Owners Make Before Selling Their Company
Why waiting until after a letter of intent to prepare for due diligence often erodes value — and how to avoid it.
A Letter of Intent Is Not "Just a Letter"
Why the LOI establishes the commercial framework for the entire transaction and deserves strategic attention from the outset.
Why the Highest Offer Is Not Always the Best Offer
Why purchase price is only one component of a transaction, and how timing, certainty, and post-closing risk affect the real value of an offer.
Due Diligence Does Not Kill Deals—Surprises Do
Why due diligence reveals rather than creates problems, and how preparation helps business owners preserve leverage at the negotiating table.
The Best Time to Prepare Your Business for Sale Is When You Have No Intention of Selling It
Why building a transferable business before you intend to sell strengthens value and prepares you for unexpected opportunities.