Revenue and Margin Cohort Tracking Templates
Use revenue and margin cohort tracking templates to reveal how customer groups perform over time and prove business health to buyers and lenders.
Life Redesign Worksheets for Exiting Founders
Life redesign worksheets for exiting founders provide a practical system to navigate post-sale identity, purpose, and planning with clarity.
Trust & Estate Planning Worksheets Post-Liquidity Event
Trust & estate planning worksheets post-liquidity event help founders and investors organize wealth, taxes, family goals, and legacy with clarity.
Walkaway Point Worksheets for Deal Terms
Walkaway point worksheets for deal terms help founders set clear deal limits early, avoid pressure, and negotiate smarter in M&A deals.
Sample Cap Table Templates for M&A
Sample cap table templates for M&A help founders prepare for diligence, clarify ownership, and avoid costly surprises before a deal closes.
What to Include in Your Virtual Data Room
Learn what to include in your virtual data room to speed diligence, build buyer confidence, and help maximize deal value in any transaction.
Founder Etiquette During Investor Roadshows
Investor roadshows are one of the most intense phases of a sale process. If your company is attracting interest from private equity firms or strategic buyers, you may find yourself presenting the business repeatedly—sometimes dozens …
How to Strategically Delay an Exit Without Losing Value
In a perfect world, you’d go to market when your revenue’s surging, your metrics are clean, and your buyer interest is peaking. But reality often throws curveballs — market conditions shift, a product launch runs …
Building an Internal Exit War Room: Planning for All Scenarios
You wouldn’t go to war without a strategy room.Why would you enter the high-stakes world of mergers and acquisitions without one? When a buyer shows interest — or when you decide to pursue an exit …
Strategic Partnerships as Stepping Stones to Acquisition
Introduction Not every acquisition starts with a banker and a formal offer.Some of the most lucrative deals begin with a handshake, a pilot program, or a strategic integration that seems, at first, purely collaborative. I’ve …