Consumer Manufacturing Valuation Guides
Valuation guides for food, beverage, supplement, personal care, pet and home product makers: value drivers, add-backs, likely buyers and public multiples.
Sell-Side vs Buy-Side M&A Advisory Explained
Sell-side advisors represent the owner selling a company. Buy-side advisors represent the acquirer. See what each does, how they differ and when you need one.
Strategic vs Financial Buyers: Who Pays More and Why
Strategic buyers pay for synergies and fit. Financial buyers pay for cash flow and returns. See how each values a company and which is likely to pay more.
Transactional Valuation vs Appraisal: Which Fits?
A transactional valuation estimates what a buyer would pay. An appraisal estimates value under a legal or tax standard. See how they differ and which one fits.
Valuation Report vs CIM: Purpose and Audience
A valuation report is a private analysis for the owner. A CIM is a marketing document for buyers. See what each contains, who reads it and how they work together.
Seller's Due Diligence Checklist for a Business Sale
A checklist of the documents and answers buyers request in diligence on a company sale, grouped by area, with the reason each request is made.
How a Buy-Side Acquisition Process Works
The stages of acquiring a company: criteria and sourcing, outreach, valuation, the letter of intent, diligence, financing, the purchase agreement and integration.
How an M&A Sale Process Works, Step by Step
A step-by-step view of a sell-side M&A process: preparation, marketing, bids, the letter of intent, diligence, the purchase agreement and closing.
How to Increase Business Value Before a Sale
Practical ways to raise what buyers will pay: reduce owner dependence, spread customers, tighten the numbers and document how the business runs.
How to Prepare for a Business Valuation: Checklist
What to gather and decide before a business valuation: financials, add-back support, customer data, owner role and liabilities, and why each matters to a buyer.
How to Read a Letter of Intent (LOI) in a Sale
A plain-language guide to the letter of intent in a business sale: price, structure, working capital, exclusivity, diligence and the terms that move your proceeds.
Partner Buyout Valuation: Valuing a Co-Owner's Share
How to value a partner's share in a buyout: the standard of value, discounts, valuation date, buy-sell agreement terms and how payment is structured.
What Drives the Value of a Business
Buyers pay for future cash flow and discount it for risk. See the factors that raise or lower what a company is worth, from earnings quality to owner dependence.
When to Sell Your Business: Timing and Readiness
How to judge when to sell: personal goals, business performance, buyer demand and readiness, with a scorecard and the alternatives to a full sale.
How CPAs Support Clients Through a Business Sale
Where the CPA fits when a client sells a company: readiness, normalized financials, tax structure, diligence support, the working capital true-up and proceeds.
Keeping Your Client Relationship in an M&A Process
How CPAs, attorneys, wealth advisors and bankers can stay central to a client's sale: roles, communication, conflicts and what to ask an M&A advisor.
What a Useful Business Valuation Report Contains
A checklist for advisors reviewing a client's business valuation: scope, normalized earnings, evidence, reconciliation, net proceeds and the warning signs.
When to Refer a Client for a Transactional Valuation
For CPAs, attorneys and wealth advisors: the situations in which a business-owner client needs a transactional valuation, and when another tool fits better.
Accounting Firm Valuation Multiples (2026)
How accounting and tax practices are valued: recurring fees, client retention, service mix, seasonality, staff and succession, ownership rules and deal structure.
Building Products Distributor Valuation (2026)
How buyers value building products distributors: supplier agreements, branch economics, inventory inflation, contractor credit, working capital and multiples.