Resources
Pick the question you're trying to answer. We'll give you everything we know about it.
Want a clearer read on where you stand? We put together The Transferable Value Report.
Exit Planning Kit
“Am I ready to leave?”
Everything a business owner needs to think through before making an ownership transition, from readiness checklists to succession timelines.
1 white paper + 27 articles
Explore the Exit Planning Kit
Equity Compensation Kit
“How do I keep my best people?”
How to design incentive plans that retain key leaders and build transferable value, without giving away the company.
6 white papers + 11 articles
Explore the Equity Compensation Kit
Selling to Management Kit
“Can my team buy this?”
The playbook for structuring a management buyout: identifying buyers, securing financing, and defining fair value.
1 white paper + 9 articles
Explore the Selling to Management Kit
M&A Advisory Kit
“What happens if I sell to an outsider?”
What the process looks like when you sell to a private equity firm, strategic acquirer, or competitor, and how to prepare before you talk to a broker.
We're putting this collection together now. Check back soon.
