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In-house Analysis
In The News
In-house Analysis
In The News
In-house Analysis
The Re-Trade: When Buyers Lower Their Price After the LOI and How Sellers Can Prevent It
November 2, 2026 | By Jared Rasmussen
When you sign a Letter of Intent (LOI) to sell your business, it can feel like the finish line. The...
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In-house Analysis
Maximizing the Value of Your Exit: Why Every Business Owner Needs a Unified Team of Advisors
September 30, 2026 | By Darren Siegrist
Selling a privately held business is one of the most consequential financial decisions an owner can make. The process involved...
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Money School Elite Podcast: The Business Exit Strategy Most Founders Start Too Late
September 14, 2026 | By Michael Bennett
Building a successful business and successfully exiting one require two very different skill sets. Most entrepreneurs spend years focused on...
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In-house Analysis
Platform or Add-On? The Question Buyers Answer Before They Value Your Business
August 21, 2026 | By Nick Jones
In preparing for a business sale, owners almost always focus on one determining metric: the valuation multiple. This instinct is...
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The Exit Podcast: The Secret to a Multi-Billion Dollar Exit (And Why You’re Doing It Wrong) with Mike Bennett
July 9, 2026 | By Michael Bennett
Always Be Prepared to Sell: Run your business with an exit in mind, even if you don't plan on selling...
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In-house Analysis
Building and Protecting Company Culture: What to Consider When Selling Your Business
July 6, 2026 | By Cade Mellies
When business owners prepare to sell their company or bring on a new equity partner, the conversation naturally gravitates toward...
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In-house Analysis
Understanding the Various M&A Buyers and How They Underwrite Businesses Differently
June 3, 2026 | By Josh Kunzler
When owners begin to contemplate a sale, the instinct can be to only focus on getting the highest price. That...
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In-house Analysis
The AI Opportunity Most Business Owners Are Underestimating
May 4, 2026 | By Jesse Mitchell
Artificial intelligence is one of the most talked-about topics in business today, and also one of the most misunderstood. Many...
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In-house Analysis
Turn Your Business Sale into Greater Impact While Reducing Taxes
April 3, 2026 | By Nicholas Smith
Business owners who are considering selling their company and have charitable intentions can implement a few strategies to make the...
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In-house Analysis
Data Room Preparation: Protecting Deal Momentum and Value
March 2, 2026 | By Thomas Kenny
Selling a business can move quickly once buyers lean in. Momentum is easiest to keep when information is easy to...
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In-house Analysis
Is Your Business Sale Big Enough to Trigger Federal Review? What Founders and CEOs Need to Know in 2026
February 5, 2026 | By Jared Rasmussen
Most business owners only encounter Hart-Scott-Rodino (HSR) after a transaction is already underway—when timing pressure is highest and surprises are...
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In-house Analysis
Quality of Earnings: Why It Matters When Selling Your Business
January 23, 2026 | By Nick Jones
If you are thinking about selling your business, your financials matter more than ever. Buyers want to clearly understand how...
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