M&A research and insights

Quality of Earnings Report: A Buyer's Guide

A practical guide to buyer-focused QoE reports—how they validate EBITDA, inform loan sizing, set working capital, and shape deal terms. Learn scope, costs, and lender expectations.

How to Source Acquisition Targets

A practical playbook for sourcing add-on acquisitions: build a scoring model, map niches with live signals, prioritize off-market outreach, and measure KPIs.

How to Sell Your Business to a Competitor to Maximize Value

Selling to a competitor can command a premium if you prove synergies, protect confidentiality, and run a competitive process. Learn valuation tactics, sequencing, diligence, and deal terms to maximize proceeds.

How to Finance Buying a Business

Map your acquisition capital stack with SBA or bank loans, equity, and seller financing. See underwriting criteria, timelines, costs, and sample deal stacks.

Metal Manufacturing Business Valuation: Multiples, Benchmarks, and Drivers

Learn how metal manufacturing businesses are valued using market, income, and asset approaches, the latest SDE/EBITDA multiples, and the operational drivers that move your price.

QSBS Stacking: How to Multiply Your Section 1202 Exclusion

A practical guide to QSBS stacking—how allocating shares across taxpayers can multiply the Section 1202 exclusion. Includes timing, structures, and audit risks.

Selling My Transportation Business - Valuation & Checklist

Understand how buyers value transportation companies and what drives higher multiples. Includes a pre-sale checklist of documents, KPIs, and deal structure tips.

Questions to Ask When Buying a Business: A Diligence Checklist

A rigorous buyer’s checklist covering financial, legal, operational, and strategic questions—plus how findings should change price, structure, and integration.

Multiple Arbitrage Strategies in M&A

A practical guide to multiple arbitrage in M&A—where it works, the buy-and-build math, key value levers, and how to finance and integrate add-ons to earn a higher exit multiple.

How to Finance Your Business Acquisition with an SBA Loan

A step-by-step guide to funding a business purchase with SBA 7(a): eligibility, down payments, DSCR, valuation, documents, timeline, fees, and lender selection.

How to Find a Buyer for Your Business

A step-by-step guide to finding qualified buyers and maximizing price. Define your ideal buyer, prepare materials, use multiple channels, and run a competitive process.

Business Acquisition Loans: Complete Buyer's Guide

A practical breakdown of every major loan type available to business buyers—SBA 7(a), seller financing, conventional bank loans, and more—including down payment requirements, rates, timelines, and how to qualify.