CURRENT Pack vs Unlabeled Zips: Financial Hygiene Buyers Trust
Labeled SOURCE_OF_TRUTH and CURRENT files keep the CIM matched to the data room. Unlabeled zips create version chaos and buyer distrust.
Insights and guidance for business owners preparing to sell, navigating M&A, and maximizing exit value.
Labeled SOURCE_OF_TRUTH and CURRENT files keep the CIM matched to the data room. Unlabeled zips create version chaos and buyer distrust.
Buyers ignore AI theater. Measurable ops outcomes that land in the P&L before you sell are what survive a sell-side diligence lens.
Q3 saw roughly $462.9B of exits across about 1,009 sales while fundraising stayed harder. Here is what that split means for Icon-size sellers talking to strategics and crossover buyers.
Siblings, cousins, and building LLCs sink more family sales than soft EBITDA. Use this checklist to map equity, operators, and real estate owners before you go to market.
First-time SBA 7(a) buys at $3M+ increasingly need lender-ordered QoE. Here is what gets trimmed, how coverage fails, and how to fix the earnings story before the LOI.
Fire and life safety is the quiet roll-up. Inspection books, licensed techs, and route density are why a Nashville or Southeast owner gets a letter before they feel ready.
On Main Street, mix is the multiple. Maintenance contracts at 60-70% of revenue sit at the top of 2-4x SDE. Project-heavy shops with the owner on every truck compress toward 2-2.5x.
Where buyers spend diligence time in 2026 quality of earnings, concentration, and key person risk and how sellers prepare.
Why selling before 2028 can change how much owners keep, and what exit-minded sellers should plan with their advisors now.
Why M&A deals take longer to close in 2026, and how smart sellers use the extended window to protect value.
What PE buyers actually pay for roofing companies, what kills deals, and how GAF certifications and recurring revenue change your multiple.
Private equity is buying pest control routes across the Southeast. Here’s what buyers pay and how to prepare for a premium exit.