Free Resources
Guides & Resources for Business Owners
Expert guides on exit planning, business valuation, scaling, and the M&A process — written for founders and owners of privately held companies.
The Florida Business Owner's Exit Planning Guide
A comprehensive 20-page guide covering everything you need to know about preparing your business for a successful sale — from valuation drivers to deal structure.
What's Inside
- When to start planning your exit
- How buyers evaluate businesses
- EBITDA normalization explained
- Building management depth
- Transaction timeline & process
7 Factors That Drive Business Valuation Multiples
Understand the key factors that determine whether your business commands a 3× or 7× EBITDA multiple — and what you can do to improve each one.
What's Inside
- Revenue diversification
- Recurring revenue models
- Management independence
- Growth trajectory
- Operational systems
- Financial documentation
- Industry positioning
Scaling from $1M to $10M: A Founder's Playbook
A step-by-step framework for founders looking to break through the operator stage and build a systemized, scalable company.
What's Inside
- Hiring your first managers
- Building marketing systems
- Delegation frameworks
- KPI dashboards
- Revenue math & pipeline planning
Due Diligence Checklist for Business Sellers
Everything buyers will request during due diligence — organized into a clear checklist so you can prepare months in advance and avoid deal-killing surprises.
What's Inside
- Financial documents required
- Legal & compliance items
- Operational documentation
- Customer & vendor contracts
- Employee & HR records
- Insurance & risk items
The M&A Process Explained: From Engagement to Closing
A clear, jargon-free walkthrough of how M&A transactions work for lower-middle-market businesses, including timelines, key milestones, and what to expect.
What's Inside
- Engagement & preparation
- Confidential marketing
- Buyer outreach & NDAs
- LOI negotiation
- Due diligence
- Definitive agreements
- Closing & transition
Frequently Asked Questions
Are these guides really free?
Yes. All guides are free to download. We ask for your name and email so we can send you the guide and notify you when we publish new resources.
Who are these guides written for?
These guides are written for privately held business owners in the lower middle market ($1M–$100M+ revenue) who are considering selling, planning for growth, or preparing for a future exit.
Will I be contacted after downloading?
You may receive a brief follow-up email with additional resources. We respect your time — no high-pressure sales tactics. You can unsubscribe at any time.
Need Personalized Guidance?
Our M&A advisors work with business owners across Florida to prepare for successful exits, maximize valuations, and navigate complex transactions.