Preparing a Data Room Before a Business Sale: Topics to Review With Your Advisors
Before buyers see your numbers, here is what to review with your advisors about building and staging a business sale data room.
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
1031 exchange
business sale
advisor-coordination
exit planning
financial advisor
liquidity event
real estate
capital gains
equity compensation
How to Read an Advisor's Form ADV Before Signing: Topics to Review
A practical guide to what is in Form ADV Parts 1, 2A, and 2B, what each section tells you, and what to clarify with the advisor before signing.
Quality of Earnings Reports During a Business Sale: Topics to Review With Your Advisors
A quality of earnings report shapes how buyers value your business and structure their offer. Here are the topics families typically review with advisors first.
Working Capital Targets at Closing: Topics to Review With Your Advisors Before a Business Sale
A working capital target sets the boundary between purchase price and post-close adjustment. These are the topics worth raising with your advisors well before closing.