Private-Equity - Exit Ready Advisors

The Equity Rollover Liquidity Trap - When Your Investment Becomes Illiquid Again

Rollover equity can convert liquid sale proceeds back into locked private company shares. Learn to evaluate liquidity implications and negotiate protective terms.

Mar 15, 2026

Transaction Process & Deal Mechanics

23 min read

Beyond Percentage - Negotiating True Rollover Equity Value

Learn why rollover equity value depends on governance rights and protections not just ownership percentage. Essential negotiation frameworks for sellers.

Jan 13, 2026

Business Valuation Methods

20 min read

Why CAC Trends Matter More Than Snapshots - What Buyers Really See in Your Customer Acquisition Economics

CAC trends reveal business health better than point-in-time metrics. Learn how buyers analyze customer acquisition trajectory to assess sustainability.

Jan 11, 2026

Exit Strategy, Planning, and Readiness

23 min read

Minority Investment - Bringing in Partners Without Selling Control

Explore how minority investments let founders raise growth capital while retaining control and preparing for higher-value exits down the road

Jan 10, 2026

Exit Strategy, Planning, and Readiness

24 min read

Partial Exits for Diversification - Strategic Minority Sales Without Control Transfer

Learn how selling minority stakes can reduce dangerous wealth concentration without requiring full business sale or maximizing transaction proceeds

Jan 9, 2026

Exit Strategy, Planning, and Readiness

20 min read

Roll-Up Consolidators - Positioning Your Business for Platform Economics

Learn how roll-up consolidators evaluate acquisitions differently than strategic buyers and position your business for premium platform valuations

Private Equity Isn't Evil - But It Isn't Your Friend Either

Learn how private equity incentives shape buyer behavior and discover frameworks for engaging financial sponsors without naive assumptions

Dec 29, 2025

Transaction Process & Deal Mechanics

24 min read

The Rollover Equity Decision - Betting on the Next Buyer

Learn when rollover equity creates value in M&A deals and how to evaluate opportunities. Expert framework for assessing post-close ownership decisions.

Dec 26, 2025

Exit Strategy, Planning, and Readiness

21 min read

The Politics of Your Weekly Meeting - What Sophisticated Buyers See That You Don't

Why buyers request attendance at routine meetings during diligence and what interpersonal dynamics may reveal about post-acquisition risk

Dec 26, 2025

Exit Strategy, Planning, and Readiness

21 min read

Interest Rates and Your Multiple - The Connection Nobody Explains

Learn how interest rates directly impact business valuations through LBO financing math and what this means for your exit timing strategy

The Myth of the Strategic Premium - Why Strategic Buyers Often Pay Less Than Financial Sponsors

Strategic buyers dont always pay more. Learn why financial sponsors often outbid strategics and how to set realistic buyer category expectations.

Dec 24, 2025

Transaction Process & Deal Mechanics

23 min read

The Private Equity Playbook for Lower Middle Market Deals

How PE firms evaluate price and structure acquisitions in the $2M-$20M EBITDA range and what sellers must understand to negotiate effectively

Strategic vs. Financial Buyers - Different Games, Different Rules

Learn how strategic and financial buyers evaluate acquisitions differently and adapt your exit positioning to maximize value with each buyer type

Dec 22, 2025