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.