Your Exit Planning Resource Center

Due Diligence 24 min read

Insurance Archaeology - Uncovering Historical Policies for Legacy Liability Protection

Learn how to locate and document historical insurance policies that may protect against long-tail liabilities and strengthen your M&A due diligence position

Dec 26, 2025

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Deal Structuring and Negotiation 23 min read

Seller Financing in M&A - Managing Risk and Structuring Debt Notes

Learn how seller notes affect deal economics and risk allocation with strategies for evaluating proposals and negotiating protective terms

Dec 22, 2025

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Exit Strategy, Planning, and Readiness 28 min read

The Hit by a Bus Audit - Identifying Single Points of Failure Before Buyers Do

A framework for identifying key person dependencies and making informed decisions about which warrant investment versus deal structure solutions

Dec 21, 2025

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Exit Strategy, Planning, and Readiness 6 min read

The Five D's - Involuntary Exits That Destroy Value

The five D's force business sales on catastrophic terms. Learn how preparation for involuntary exit protects value and creates exit readiness.

Dec 3, 2025

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Exit Planning 63 min read

Owner Dependency: When Institutional Development Creates Value (And When It Doesn't)

Owner dependency creates 25-45% valuation discounts, but remediation only generates positive returns for 25-30% of businesses. Learn when to reduce dependency vs. when to sell immediately.

Nov 13, 2024

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