Business Transition Resources
Expert Inisghts
The Business Sale… An Owner's Most Perilous Expedition
Co-authored by Rick Dillon, this guide walks business owners through the complexities of selling their company. From preparation to closing, learn how to maximize value and avoid common pitfalls.
Monthly Newsletter Archive
Browse our collection of market insights, exit planning strategies, and industry analysis designed specifically for business owners considering their transition options.
Elvarity Business Transition Platform
Created by Rick Dillon and Drew Siebert, Elvarity provides business owners with tools and resources for transition planning and execution
Strategic Resources & References
Comprehensive resources on exit planning strategies, advisor certification, and business owner education.
Resources and guidance for businesses considering Employee Stock Ownership Plans as an exit strategy.
Research, insights, and networking opportunities focused on middle-market business transactions and growth strategies.
Technical resources and standards for business valuation and financial analysis.
Official IRS guidance on business valuation methods, particularly for tax and estate planning purposes.
Resources connecting business owners with estate planning professionals for comprehensive transition strategies.
Legal resources covering M&A transactions, business structures, and regulatory compliance.
Financing options, business planning resources, and programs that may facilitate business transitions.
Regulatory guidance for businesses considering public offerings or working with private investors.
Annual reports on small business sales trends, pricing multiples, and market conditions
Market insights, transaction trends, and strategic guidance specifically for private companies.
Research reports on middle-market trends, family business dynamics, and succession planning.
Industry insights and transaction data relevant to privately-held businesses.
Educational resources on employee ownership models beyond traditional ESOPs.
Resources specifically for family-owned businesses navigating succession and governance challenges.
Governance insights and board management resources for private company owners.
Market data and insights on private equity, venture capital, and M&A activity.
Free mentoring and resources for business planning and strategic decision-making.
Resources on investment structures and capital markets relevant to business transitions.
Ready to Start Your Transition Journey?
While these resources provide valuable insights and tools, every business transition is unique. Our experienced advisors can help you navigate the complexities of your specific situation and develop a customized strategy that maximizes value and meets your personal objectives.Schedule a confidential consultation with one of our business transition advisors to discuss your goals and explore your options.
