Insights

Perspective for owners thinking about what comes next.

Timing, readiness, tax, and how buyers actually look at a company — written for owners who may sell in the next few years.

Sell when personal readiness, company performance, and buyer appetite line up — not when you're too tired to keep going.

Clean books, less owner dependence, tighter revenue, and a growth story buyers can diligence. Start 12–36 months early.

Structure, entity type, allocation, and timing decide what you keep. Talk to your CPA before you talk to buyers.

Where AI actually helps a small company run leaner — and what buyers ask about it in diligence.

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