Welcome to Our Resources Page
This page contains quizzes, assessments and handy downloads to help you prepare to sell your company for . . . well millions!
Resources are updated (added and removed) continuously. If you see something you like, be sure to access it now, as resources are refreshed and older topics are removed to make room for new content.
Assessments
Whether you want to sell your business for a premium today or learn how you can increase your company value for a future sale, the Value Maximizer Assessment™ will help you determine how. This assessment will show you your current company value estimate and value gap (where you aren’t achieving your maximum value), along with your performance in eight key qualitative areas.
Downloads
100 Tips, Traps and Tactics for a Successful Sale
100 Tips, Traps and Tactics from those who have already sold their businesses! We’ve condensed responses from interviewing multiple channel partners on what they learned and what they would have done differently in the sale of their company.
This sample due diligence checklist outlines detailed items that may be necessary to compile when preparing for a sale, including financials, company operations, contracts and commitments, intellectual property, and closing items.
What to Do When Private Equity Calls
This resource dives into the HOW, WHY, and WHAT to do when PE starts calling, as well as guidance on who your perfect buyer is and how to proceed if you know you don’t want to sell to a PE group.
This resource includes my top 10 must-know earn-out tips to consider in your sale, including what to expect, mistakes to avoid, and strategies for creating better outcomes for both you and the buyer.
IT Pre-Due Diligence Checklist
In this guide, I have laid out the most common items you will need to create your virtual data room to prepare for due diligence. It also includes detailed information and advice for setting up, maintaining, and sharing your well-populated virtual data room.
Seller or buyer, this free sample document will give you an idea of what to expect from an LOI, especially in the technology industry.
Please Note: This Sample Letter of Intent template is for illustration and educational purposes only and should never be used for any other purpose. Please always consult your legal and investment counsel before creating a letter of intent.
This resource includes 40 terms, acronyms, and phrases that every seller or buyer should know, all packed into an easy-to-reference guide that you can keep on hand for whenever you need it.
Legal Due Diligence Readiness List
This real-life example from a recent deal includes a list of 58 items you will get asked about during legal due diligence, which you can start compiling right now. While some of these questions may not apply to you, you will be asked them none-the-less, so it is best to prepare for them in advance.
Webinars
Three Value Drivers That Will Increase Your Company Value
In this 30-minute webinar, Linda shares wisdom earned through selling 3 of her own companies and multiple partner organizations over time. Specifically, she dives into the top 3 value drivers guaranteed to increase your company’s value. Hint: it is not about increasing revenue or your bottom line net income.
