Learning Center

M&A Guides & Resources

Expert guides on buying, selling, and valuing businesses. Whether you're a first-time seller or experienced acquirer, find the resources you need.

Featured Guides

For Sellers25 min read

How to Sell a Business

The complete guide to selling your business, from preparation through closing. Learn about valuation, finding buyers, negotiation, and the due diligence process.

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For Buyers30 min read

How to Buy a Business

A comprehensive guide for first-time and experienced buyers. Covers deal sourcing, valuation analysis, due diligence, financing, and post-acquisition integration.

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Valuation20 min read

Business Valuation Methods

Understand how businesses are valued, from SDE and EBITDA multiples to asset-based and DCF approaches. Learn what drives valuations in different industries.

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For Sellers15 min read

How to Sell to Private Equity

How PE firms acquire businesses, what they pay by buyer type, equity rollover and the "second bite," what happens to your employees, and how to reach PE buyers without listing publicly.

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For Sellers14 min read

Business Broker vs. Selling Direct

Brokers charge 8-12% commission. Compare brokers, public marketplaces like BizBuySell, and off-market direct sales across cost, timeline, confidentiality, and buyer quality.

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For Sellers13 min read

Taxes When You Sell Your Business

Capital gains run 15-20% federally, but asset vs. stock structure, purchase price allocation, depreciation recapture, QSBS, and state tax change what you actually keep.

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For Sellers15 min read

Succession Planning for Business Owners

Your exit options compared — family transfer, management buyout, ESOP, and sale to PE or a search fund — plus the no-successor scenario and how to make the business run without you.

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What You'll Learn

Our guides cover the full lifecycle of M&A transactions, from initial planning through successful closing. Written for business owners and buyers who want practical, actionable advice.

Business Valuation
Finding Buyers/Sellers
Due Diligence
Deal Negotiation
Financing Options
Legal & Tax Issues
Transition Planning
Post-Close Integration

Ready to Take the Next Step?

Whether you're buying or selling, our team can help you navigate the process. Start with a confidential conversation.