Resources · Exit Planning Insights

Insights for Business Owners Planning an Exit

From valuation and preparation to what happens after you sell — written by Lloyd Silver, CFA — who has been on both sides of a business transaction.

The questions most owners start with — and the articles that answer them.

How Selling Works8 min read
What an M&A Advisor Actually Does, Step by Step
You've never sold a business before. Most owners haven't. Here's what the process looks like from the first conversation through closing — plainly, with no jargon.
Coming soon
Preparing to Sell6 min read
Not Ready to Sell? That's Exactly When to Start Preparing
The time before you're ready is when the most valuable preparation happens. What to focus on now — wherever you are in your timeline.
Coming soon
Life After the Sale7 min read
Life After the Sale: What Owners Wish They Had Known
Most owners report significant regret within a year of selling. Most of it has nothing to do with money. What they'd do differently — and what you can do now.
Coming soon

Practical insights on valuation, preparation, and the decisions that shape your exit — from early planning through closing.

The full library is being written now. The first guides will appear here as they publish.

Find What You Need

Three paths into the questions owners ask most.

Exit Planning Guides
Build your roadmap from where you are today. Preparation starts with knowing what to work on first — wherever you are in your timeline.
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Valuation Insights
Understand the numbers that drive what buyers offer. Learn how value is built, where it's lost, and what shapes a real-world price.
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Choosing the Right Advisor
What to look for — and what to avoid. The questions most owners don't know to ask before they sign with someone.
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A clear picture of where you and your business stand — no commitment required.

You've been exploring the questions that matter. The next step is seeing how they apply to your situation. Our conversations are confidential.