Why Category Leadership Matters More Than Size in Many M&A Deals
Why category leadership matters more than size in many M&A deals: buyers pay more for a clear market position than for revenue alone.
How to Turn Customer Proof Points Into a Stronger Exit Narrative
Turn customer proof points into a stronger exit narrative with evidence buyers trust, helping you justify value, reduce risk, and win better deals.
How to Make Your Business Easier to Underwrite for Acquirers
Make your business easier to underwrite for acquirers with clear earnings, lower risk, and smoother diligence to increase buyer confidence.
How Market Position Affects Buyer Interest in Lower Middle Market M&A
Learn how market position shapes buyer interest in lower middle market M&A and why it can make a company more valuable, defensible, and sought after.
How to Build a Buyer-Ready Investment Thesis for Your Company
Learn how to build a buyer-ready investment thesis that proves value, shows durable economics, and helps attract serious buyers.
What Makes a Business Irreplaceable in the Eyes of an Acquirer?
Learn what makes a business irreplaceable in the eyes of an acquirer: transferable earnings, strategic fit, and a moat buyers cannot copy fast.
How to Position Your Company for Strategic Buyers Instead of Financial Buyers
Learn how to position your company for strategic buyers to attract stronger offers, better terms, and a smoother, more profitable sale.
Aligning Product Roadmaps with Exit Strategy
In my years working on both sides of the table — as an operator, acquirer, and now as cohost of the Legacy Advisors Podcast — one pattern has stood out: companies that integrate their product …
The Role of Brand Equity in Exit Strategy Planning
When it comes to exit strategy planning, many founders obsess over revenue, margins, and growth rates. While those metrics are undeniably important, there’s another intangible that often punches well above its weight in M&A negotiations: …
Building Competitive Moats to Enhance Business Valuation
In the world of M&A, one question frequently guides the decision-making of sophisticated buyers: “What protects this company from competitors?” That’s where the idea of a competitive moat comes into play. It’s not just a …