Reference library

Pre-sale brand & exit-prep resources.

Field guides, checklists, and explainers for owners selling now, soon, or already listed. Written to be useful even if you never hire us.

A reading-room corner: walnut bookshelves of bound annual reports, leather chair, brass floor lamp in afternoon light.

Valuation & multiples

Guide · 22 min read

How Branding Actually Affects Business Valuation

The mechanism. Goodwill, multiple expansion, and why "the same business with better assets sells for more." Cited industry research and back-of-envelope math.

Guide · 22 min read

Small-Business Valuation Multiples in 2026

Realistic multiple ranges by revenue band and industry, the six factors that move you within a range, and worked math on what a stronger brand is actually worth at close.

Guide · 24 min read

SDE vs EBITDA: Which Multiple Applies to Your Business

The two earnings bases in plain English, the threshold where buyers switch, how add-backs work, and why owner-dependence quietly drags you into the lower number.

The sale process & diligence

Timeline · 24 min read

The 12-Month Exit Plan

A month-by-month timeline from T-minus-12 to close — and why the brand and website work has to happen early, so the improved asset ages instead of reading as a panic polish.

Guide · 22 min read

Inside the Data Room

What a diligence data room actually contains, folder by folder — including the IP and digital-assets folder owners forget, where deals get re-traded at the last minute.

Guide · 22 min read

From LOI to Close

The full business sale process, step by step, with a plain-English glossary of the deal terms — earnouts, seller notes, working-capital pegs — that blindside first-time sellers.

Guide · 16 min read

What Buyers Actually Look For in a Small-Business Acquisition

From thirty pages of buyer LOIs and diligence checklists: the brand- and website-related signals that move offers up or down, ranked.

Website & digital

Playbook · 14 min read

Website Redesign Before Selling Your Business

What a pre-sale website needs to do that a customer-facing website doesn't, and the specific pages and signals an acquirer's team Googles for.

Guide · 24 min read

SEO Before the Sale

Why organic traffic, rankings, and an owned audience read as a transferable balance-sheet asset — what diligence teams inspect, and why the work must start 6–9 months out.

Checklist · 18 min read

The Exit-Ready Brand Checklist

34 specific items a buyer's analyst will check on your website, social, sales pages, and visible touchpoints during diligence. Run through it before you list — or right now if you're already on the market.

Industry playbooks

Playbook · 24 min read

Preparing an HVAC Business to Sell

Who the home-services roll-up buyers are, what they screen for, and the brand and digital fixes that make a trades business read as an acquirable platform, not an owner's job.

Playbook · 22 min read

Selling a Med Spa

In aesthetics, presentation is the product. How membership revenue, provider structure, reviews, and brand consistency move the multiple in a fast-consolidating market.

Playbook · 24 min read

Exit-Ready E-Commerce

Aggregators, strategics, and PE underwrite different things. The eight signals they weigh, and how an owned-brand layer turns a marketplace SKU into an acquirable brand.

External references we trust

We didn't make any of this up. The pre-sale-brand thesis stands on a body of work — some of it our peers, some of it the people we consult with on engagements.