Resources
Straight answers to the questions owners actually ask.
No gated whitepapers. These are the frameworks we use inside client engagements, written for owners who want the reasoning rather than the summary.
Valuation
What drives the multiple on a privately held business
Two companies with identical EBITDA rarely trade at the same price. A breakdown of the six risk factors buyers actually price, and what each is worth.
ReadExit Planning
The 24-month exit readiness checklist
Financial cleanup, add-back documentation, customer diversification, and owner-dependence reduction — sequenced by how long each takes to show up in the trailing numbers.
ReadCash Flow
How to build a thirteen-week cash forecast
The single most useful financial artifact most owners have never had. What goes in it, how to maintain it weekly, and how to use it in a lender conversation.
ReadTax
Georgia tax planning levers for pass-through owners
Entity election, reasonable compensation, the Georgia PTE election, and retirement plan design — with the deadlines that quietly close in the first half of the year.
ReadM&A
Why deals break in diligence, not in negotiation
Price is agreed early. Unverifiable earnings, concentration surprises, and working capital disputes are what kill transactions after the letter of intent.
ReadOperations
Reducing owner dependence without losing control
A practical sequence for building a management layer, transferring key relationships, and documenting institutional knowledge over four quarters.
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