Resources for Business Owners

Guides, insights, and tools for owners navigating M&A, capital raising, and exit planning.

Whether you’re thinking about selling your business, raising capital, or just want to understand your options, these resources will help you make better-informed decisions. Everything here is written by operators who’ve been in your chair — not consultants who read about it.

Free Guides

The Complete Guide to Selling Your Business

Everything every small to medium-sized business owner needs to know about preparing for, navigating, and closing a successful exit. Covers valuation, the M&A process, choosing an advisor, negotiating terms, surviving due diligence, and life after the sale.

What Private Equity Buyers Actually Look For

The insider playbook on how PE firms evaluate, value, and acquire lower middle market businesses — and how to position yours for premium offers. Includes EBITDA multiple frameworks, deal-killer analysis, and a 24-month preparation roadmap.

Exit Readiness: The 12-Month Preparation Guide

A month-by-month action plan for business owners who want to maximize value and minimize surprises when they sell. From assessment through market preparation, with a comprehensive Exit Readiness Checklist.

Free Tools

Exit Readiness Assessment

A free scorecard that evaluates your business across the six dimensions buyers actually care about. Takes about 20 minutes and gives you a clear picture of where to focus your preparation efforts.

Business Valuation Reports

Professional valuation reports starting at $350. Find out what your business is worth without committing to a full M&A engagement.

The Owner’s Table Newsletter

A bi-weekly newsletter for business owners who want honest, operator-level insight on M&A, exit planning, and building businesses worth owning. No spam, no sales pitch — just the conversation you wish you could have with someone who’s been there. Subscribe free →

Latest Articles

Visit our blog for the latest insights on M&A, capital raising, exit planning, and what’s happening in the lower middle market.

Have a Question?

We’re happy to point you in the right direction. Get in touch — no pressure, no pitch.