Archive for the
‘Exit Planning’ Category

Healthcare businesses trade at 5x-12x EBITDA with strong PE buyer demand. Learn the unique complexities of healthcare M&A — regulatory compliance, payer contracts, provider retention, and deal structures — and how to prepare for a premium sale.

Operational readiness determines your sale price, deal structure, and transition requirements. Learn the five categories buyers evaluate — processes, people, technology, controls, and compliance — and the 90-day sprint to prepare.

An ESOP lets you sell your business to employees through a tax-advantaged trust. Learn how ESOPs work, the significant tax benefits for S-corps and C-corps, setup costs, valuation requirements, and how to decide if an ESOP is right for your exit.

Only 30% of family businesses successfully transition to the next generation. Learn the three succession paths, the conversations that matter most, common structuring approaches, and the timeline required for a successful transition.

Recurring revenue is the strongest driver of premium valuations. Learn how buyers classify revenue quality, the valuation spread between recurring and transactional revenue, key metrics buyers analyze, and how to build recurring revenue before selling.

Key person dependency is the most common structural risk in founder-led businesses. Learn how buyers evaluate it, the valuation impact, and a practical framework for building organizational resilience before your exit.

Customer concentration is one of the top five deal killers in lower middle market M&A. Learn how buyers measure it, the valuation impact at different concentration thresholds, and practical strategies to diversify before going to market.