Financial Statement Prep Checklist for M&A
Financial statement prep for M&A boosts valuation, speeds diligence, and builds buyer confidence—use this checklist to get your numbers deal-ready fast.
Creating a Pro Forma Model for Buyers
Learn how a pro forma model for buyers turns clean numbers and clear assumptions into a believable future buyers trust and value more highly.
Valuation Spreadsheet Templates: DCF, EBITDA Multiples, and More
Valuation spreadsheet templates help founders and investors turn messy financials into clear, decision-ready business value estimates fast.
Owner Readiness Surveys and Planning Worksheets
Owner readiness surveys and planning worksheets help founders assess exit readiness, fix gaps, and build buyer confidence before a transition.
Risk Assessment Templates for Pre-Exit Planning
Use risk assessment templates for pre-exit planning to spot deal killers early, fix weaknesses, and build buyer confidence for a stronger valuation.
Digital Tools to Track KPIs Ahead of an Exit
Digital tools to track KPIs ahead of an exit help founders build buyer-ready visibility, confidence, and accountability before a sale.
Using SWOT and Gap Analysis in Exit Strategy
Using SWOT and gap analysis in exit strategy to spot value gaps, raise valuation, and help founders sell from a stronger, smarter position.
Management Self-Assessment Tools for M&A Readiness
Management self-assessment tools for M&A readiness help leaders spot risks, protect valuation, and prepare for a smoother sale and transition.
Exit Scorecards: Assessing Your Company’s Readiness to Sell
Use exit scorecards to see how ready your company is to sell, boost valuation, and fix weak spots before buyers ask the tough questions.
Creating an Internal Exit War Room: Toolkits and Templates
Build an internal exit war room with toolkits and templates to turn sale prep into a clear, organized system that reduces stress and boosts value.