Resources

Insights for every phase of
the ownership lifecycle.

Perspectives, frameworks, and real-world insights on how execution drives outcomes — for searchers, operators, and sponsors at every stage of the acquisition journey.

All Value Creation Industry Trends Five Success Resources for Experts GTM Acceleration Sales Organization & Enablement Customer Success & Retention Value Creation & Portfolio Impact Product & Innovation Strategy Operational Value Creation Brand & Market Presence Post-Acquisition Leadership People & Culture Investor Partnerships Expert Ecosystem ETA Trends Due Diligence Phase 01 - Aspiration & Prep Phase 02 - Search & Sourcing Phase 03 - Deal Structure & Financing Phase 04 - Ownership & Value Creation Phase 05 - Succession & Exit Expert Perspectives Independent Sponsor Playbook
The Great Ownership Transfer Has No Infrastructure. Five Experts Is Building It.
Five Experts: The Acquisition Platform for ETA Buyers
The Great Ownership Transfer Has No Infrastructure. Five Experts Is Building It.
Six million businesses are changing hands. Five Experts is the coordinated system for searchers and sponsors navigating all five phases from first search through exit.
8 Jun 2026
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How to Get on a Broker's Shortlist Before the CIM Goes Wide
how to work with business brokers ETA, business broker shortlist, CIM acquisition, ETA broker relationship, buy-side broker, business acquisition broker, IBBA broker, broker deal flow, searcher broker strategy
How to Get on a Broker's Shortlist Before the CIM Goes Wide
The buyers who get called first built the relationship before the listing existed. Here is how to get on a broker's shortlist before the CIM goes wide.
22 May 2026
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What the SBA's New $10M Combined Loan Limit Means for ETA Buyers
5:05 PMClaude responded: SBA acquisition financing, SBA 7a limit 2026, SBA 504 acquisition, ETA financing, acquisition loan limit, SBA lender acquisition, capital intensive acquisition…SBA acquisition financing, capital intensive acquisition, 504 loan acquisition, SBA rule change 2026
What the SBA's New $10M Combined Loan Limit Means for ETA Buyers
The SBA just raised the combined 7(a) and 504 loan limit to $10M. Here is what actually changed, who it helps most, and what to ask your lender before LOI.
20 May 2026
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The Acquisition Readiness Checklist: 14 Things to Do Before You Look at a Single Deal
acquisition readiness checklist, ETA searcher preparation, SBA pre-qualification business acquisition, equity injection sources SBA, acquisition criteria template, how to prepare to buy a business, ETA first-time buyer checklist, DSCR business acquisition, SBA 7a acquisition financing requirements, independent search acquisition preparation
The Acquisition Readiness Checklist: 14 Things to Do Before You Look at a Single Deal
The definitive pre-search preparation guide for ETA searchers. Complete these 14 items before you contact a broker or request a CIM. SBA pre-qualification, equity injection, acquisition criteria, entity formation, and more.
14 May 2026
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You Paid for the Course. Did You Pay for the Diligence?
quality of earnings report, due diligence small business acquisition, SBA acquisition diligence,QoE report cost, commercial due diligence, acquisition entrepreneurship, buying a small business, SDE seller discretionary earnings, small business acquisition risks
You Paid for the Course. Did You Pay for the Diligence?
Buyers spend $120K on a down payment and skip the $15K QoE report. Here is why that is the most expensive mistake in acquisition entrepreneurship.
17 Mar 2026
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Beneath the Balance Sheet: Technology Debt and Cybersecurity Risks in Business Acquisitions
technology due diligence LMM, IT due diligence lower middle market, cybersecurity risk acquisition, technology debt M&A, hidden IT risks business acquisition, IT diligence small business acquisition
Beneath the Balance Sheet: Technology Debt and Cybersecurity Risks in Business Acquisitions
Outdated systems and cybersecurity gaps are among the most common hidden liabilities in LMM acquisitions. Learn what technology due diligence covers, why it matters, and how to protect deal value before close.
15 Mar 2026
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