Your Exit Planning Resource Center

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

Dec 28, 2025

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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

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Financial Planning and Considerations 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

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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

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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

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Due Diligence 23 min read

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

Dec 24, 2025

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Due Diligence 22 min read

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

Dec 24, 2025

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Due Diligence 25 min read

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

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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

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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

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