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Latest Articles

Explore our resource library for in‑depth guides and tips on preparing your business for sale. New articles are added regularly.

Family business succession planning

Navigating the Sale or Succession of a Family Business

Essential guide for family businesses planning to sell or transition ownership. Learn key strategies for successful business succession and family business transitions.

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Business valuation primer

Business Valuation Primer

Understand the fundamentals of valuing a privately held company, from normalising earnings to selecting market multiples and defending your price.

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Confidential business sale in California

Confidentially Selling Your Business in California

Learn how to protect sensitive information, vet buyers, and keep operations steady while selling your California business confidentially.

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SBA financing basics

SBA Financing Basics for Business Acquisitions

Get an overview of SBA 7(a) financing for business acquisitions, including eligibility, down payments, timelines, and documentation requirements.

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