Blog
Narrow questions, answered completely.
Written for owners thinking about a sale, and for the accountants and attorneys who advise them.
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What to check before you refer a client to a business intermediary
Five things a CPA or attorney should verify before sending a client to someone who sells businesses, starting with the federal M&A broker exemption most intermediaries have never read.
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What a quality of earnings review is actually looking for
What a buyer's provider actually tests, why the working capital peg moves more money than the add-backs, and how to run the review against yourself first.
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How a $250,000 expense can cost $1.25 million
An add-back you cannot document is not just disallowed. It gets capitalized at your multiple, which is how a one-time expense turns into a seven-figure reduction in price.
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Most owners who call are eighteen months out and not sure they're ready to say so out loud. That's the right time to call.
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