• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to footer

RoseBiz Inc

  • How We Help
  • Why Us
  • Our Successes
  • Blog
  • Resources
  • 858 794-9401
  • How We Help
  • Why Us
  • Our Successes
  • Blog
  • Resources
  • 858 794-9401

Resources

You are here: Home / Resources

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.

Quizzes

Assessments

Value Maximizer Assessment™

Begin Your Assessment Now

 

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.

Download

Ready to Buy or Sell?

Here are the top 34 most common questions
you should ask or answer!

Download

Due Diligence Checklist

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.

Download

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.

Download

Top 10 Earn-Out Tips

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.

Download

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.

Download

Sample LOI (Letter of Intent)

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.

Download

M&A Terms Pocket Guide

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.

Download

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.

Download

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.

View Webinar

Footer

Resources and Links

  • M&A Advisor
  • Advisory Board Services
  • Speaking Engagements
  • Resources
  • Assessment
  • Book: Get Acquired for Millions
  • PersonalScore

RoseBiz, Inc.

  • Why Us
  • Contact Us
  • How We Help
  • Blog
  • Media

Join Our Newsletter

Fields marked with an * are required


You can change your mind at any time by clicking the unsubscribe link in the footer of any email you receive from us, or by contacting us at linda.rose@rosebizinc.com. We will treat your information with respect. For more information about our privacy practices please visit our website. By clicking below, you agree that we may process your information in accordance with these terms.

GDPR

We use MailChimp as our marketing automation platform. By clicking below to submit this form, you acknowledge that the information you provide will be transferred to MailChimp for processing in accordance with their Privacy Policy and Terms.

Copyright © 2022 RoseBiz Inc. | Privacy Policy | Terms and Conditions

This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our Privacy Policy to learn more. Accept
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT