Your Exit Planning Resource Center

Exit Strategy, Planning, and Readiness 22 min read

Three Conversations That Can Reduce Exit Friction - Preparing Your Inner Circle for a Business Sale

Learn how proactive stakeholder conversations with partners, employees, and family can help reduce friction during your business exit process

Dec 25, 2025

Read more

Legal and Compliance 21 min read

IP Chain of Title - Securing Ownership Before Your Exit

Learn how to prove IP ownership with proper documentation and avoid deal delays during due diligence when selling your business

Dec 25, 2025

Read more

Exit Strategy, Planning, and Readiness 26 min read

Management Presentation Coaching - Beyond Scripts to Genuine Capability

Learn how to coach your executive team for buyer presentations that demonstrate authentic capability and survive sophisticated probing

Dec 23, 2025

Read more

Due Diligence 24 min read

Data Room Disasters - The Files That Kill Deals

Documentation gaps during due diligence trigger retrading and walk-aways. Learn what buyers expect and how to address gaps before they become deal killers

Dec 23, 2025

Read more

Exit Strategy, Planning, and Readiness 24 min read

Choosing the Right QofE Provider - A Sell-Side Selection Guide

Expert guidance on selecting and managing sell-side quality of earnings firms to strengthen your M&A transaction positioning and buyer confidence

Dec 22, 2025

Read more

Exit Strategy, Planning, and Readiness 24 min read

Customer Calls During Due Diligence - What Buyers Really Ask Your Key Accounts

Learn what buyers probe for during customer reference calls and how to prepare key accounts without coaching scripted responses that damage credibility

Dec 21, 2025

Read more