Thinking about selling to someone outside the business? The preparation starts years before the conversation.
We're building a collection of guides on due diligence, buyer expectations, and how to position your business before you go to market.
We understand
Selling to an outsider is different from selling to your team. The buyer doesn't know your business, your people, or your culture. They know your numbers. The gap between what your business earns and what a buyer will pay is closed by preparation, positioning, and time.
Why this kit exists
John Bruckner and Byron McFarland advise closely held business owners through external sales, with a focus on preparation, positioning, and protecting value through the transaction.
After reading this kit, you'll know how to
1
What buyers and private equity firms look at before they make an offer
2
How to prepare your business for due diligence 12-24 months before going to market
3
What sellers wish they'd known before signing the LOI
What we're building
Due Diligence Preparation Guide
What to get in order before a buyer starts asking questions.
What Buyers Look At
The financial and operational signals that determine your price.
Seller's Roadmap to an External Sale
The timeline from first conversation to close.
Most sellers wish they'd started preparing two years earlier. The cost of going to market unprepared isn't a lower price. It's a deal that falls apart, or terms you didn't expect.
Get notified when the M&A Kit is ready
We'll email you when the collection is complete.
When this kit is ready, you'll have the same preparation framework our advisors use with clients before a single meeting with a buyer.
