Tools, Checklists, and Resources Archives -

Normalizing EBITDA: A Seller’s Add-Back Checklist

Learn how normalizing EBITDA with a seller’s add-back checklist boosts buyer confidence, clarifies earnings, and can help maximize your sale price.

Build a working capital estimate before an LOI to protect deal value, avoid surprises, and negotiate smarter in any M&A transaction.

Use a red flag tracker template to spot deal risks early, answer buyer questions faster, protect valuation, and keep your sale process on track.

Learn what a sell-side valuation model should include to justify target value, impress buyers, and support stronger deal outcomes.

Learn what to include in a management presentation pack so buyers quickly grasp how your business works, why it wins, and key transaction risks.

Build a closing checklist that prevents delays by assigning owners, deadlines, and dependencies so every transaction closes with less chaos.

Organize deal documents to speed due diligence, reduce buyer friction, and protect valuation so buyers move faster and close with more confidence.

A weekly M&A deal tracker helps founders and advisors spot buyer signals, risks, and deal blockers early to keep transactions moving forward.

Build a buyer Q&A tracker for diligence that keeps teams aligned, answers moving, and deals on track when buyer questions start piling up fast.

Set up your virtual data room before buyer access begins to stay organized, protect leverage, and keep your M&A sale process moving fast.