This section brings together practical insights, lessons learned, and real-world observations from advising owners through the sale of their software, SaaS, and service companies. These articles cover the broader themes that shape a successful exit—market trends, buyer behavior, valuation drivers, deal structures, timing considerations, and the emotional and strategic decisions that influence when and how to sell.
Here you’ll find guidance drawn from active transactions and years of experience helping founders navigate the complexities of a business sale. The goal is to give owners clear, straightforward explanations of what actually matters in today’s lower-middle-market M&A environment—beyond theory, hype, or outdated rules of thumb.
Use these insights to understand how buyers think, what creates competitive tension, and how strong preparation leads to stronger outcomes. Whether you’re planning a sale soon or simply exploring your options, this category provides a grounded look at the factors that drive successful exits.
How Buyer Type Determines Price, Terms, Control and the Future of What You’ve Built Many business owners assume that if multiple buyers show interest, a deal should naturally follow. In reality, most failed or frustrating sale processes happen because the business was shown to buyers for whom it was never a true fit. Different buyers […]
Who Can Actually Buy Your Business? Read More »
For many business owners, selling a company feels like a long, disciplined climb. You prepare the business, go to market, negotiate a price, sign a Letter of Intent, and enter due diligence. At that point, it feels reasonable to believe the hard part is over. That’s often when the buyer comes back. They want to
When a Buyer Re-Trades the Price: How Sellers Protect Real Value Read More »