Due-Diligence-Preparation - Exit Ready Advisors

Your Meeting Notes Don't Exist - The Documentation Gap Buyers Find

Sophisticated buyers expect decision documentation and meeting minutes. Learn why documentation gaps signal poor governance and how to fix them before due diligence.

Jan 10, 2026

Exit Strategy, Planning, and Readiness

23 min read

The Skeletons Inventory - Finding Problems Before Buyers Do

A systematic pre-sale audit helps identify and fix legal, HR, environmental, and operational issues before buyer due diligence exposes them

Dec 29, 2025

Exit Strategy, Planning, and Readiness

24 min read

The Related Party Transaction Cleanup - Eliminating Owner Entanglements Before Your Exit

Guide to documenting and eliminating related party transactions that complicate buyer due diligence and threaten deal credibility in private company sales

Customer Tenure Distribution - What Buyers Actually Look For

Learn how customer tenure patterns influence buyer perception and when optimizing your customer mix makes sense for your exit timeline

Dec 26, 2025

Exit Strategy, Planning, and Readiness

23 min read

Your Exit Story - Crafting the Narrative That Shapes Buyer Perception

Learn how to craft a compelling exit narrative that positions your sale motivation strategically and builds buyer confidence from first interaction

Dec 25, 2025

Financial Documentation

21 min read

Finance Team Dynamics - How CFO-Controller Relationships Influence Your Exit Readiness

Learn how CFO-Controller collaboration signals operational maturity to buyers and can affect perception of your company during due diligence

Dec 25, 2025

Exit Strategy, Planning, and Readiness

23 min read

Turnover Tells the Truth - What Your Attrition Reveals to Buyers

Employee attrition patterns expose organizational health during due diligence. Learn what turnover data reveals and how to prepare your retention narrative.

Dec 24, 2025

Exit Strategy, Planning, and Readiness

22 min read

The HR Audit You Should Run First - Employment Compliance Before Due Diligence

HR audit framework reveals compliance gaps before buyers discover them during due diligence. Protect your valuation with proactive employment documentation review

Dec 24, 2025

Business Valuation Methods

19 min read

The Customer Quality Matrix - Beyond Revenue Size

Evaluate customers by profitability, growth trajectory, payment reliability, and strategic fit using frameworks aligned with buyer due diligence

Supplier Diligence - The Overlooked Risk Category That Can Derail Your Deal

Learn why buyers scrutinize vendor concentration and supply chain risks during M&A due diligence and how to prepare your business for these critical questions

Customer Satisfaction Metrics - Building Documentation for Business Diligence

Learn which customer satisfaction metrics buyers request during diligence and how to implement NPS and CSAT measurement systems before exit

Supply Chain Resilience in Due Diligence - Building Operational Robustness

Learn how buyers assess supply chain risks during due diligence and discover frameworks for demonstrating operational resilience through supplier diversification

Dec 22, 2025

Exit Strategy, Planning, and Readiness

21 min read

The Contract Audit Every Seller Needs - Finding Deal Killers Before Buyers Do

Contract audit frameworks to identify change-of-control provisions and assignment restrictions that could derail your business sale

Dec 21, 2025

Exit Strategy, Planning, and Readiness

22 min read

Tax Return Alignment - Reconciling Financial Statements with Tax Filings

Learn how to resolve book-tax discrepancies before selling your business to satisfy buyer due diligence and avoid compliance concerns

Dec 21, 2025