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 Phase 01 - Aspiration & Prep Phase 02 - Search & Sourcing Phase 03 - Deal Structure & Financing Phase 04 - Ownership & Value Creation Phase 05 - Succession & Exit Industry Guides Market Guides
Growth is half your exit value. But only the growth that transfers.
Phase 05 - Succession & Exit
Growth is half your exit value. But only the growth that transfers.
Revenue growth accounts for over half of exit value in recent studies. What that means for owners, and why only growth that transfers gets paid for.
22 Sep 2026
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Sell and stay: money off the table without walking away
Phase 05 - Succession & Exit
Sell and stay: money off the table without walking away
You do not have to choose between keeping everything and walking away. How owners take money off the table while staying in the business they built.
21 Sep 2026
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A note to owners, from our founder
Phase 05 - Succession & Exit
A note to owners, from our founder
You were not scraped into a list. A person studied what you built and wrote down why it matters. What happens next is a conversation, at your pace.
20 Sep 2026
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The Succession Wave Is Coming for California's Small Businesses
California business succession, business succession planning California, selling a business in California, silver tsunami small business, sell my business without listing, exit vs closure, baby boomer business owners retiring, Operator to Owner, succession planning for business owners, California small business exit
The Succession Wave Is Coming for California's Small Businesses
Millions of boomer-owned businesses are nearing an exit, and most end in closure, not a sale. How California owners handle succession without ever listing.
2 Sep 2026
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Seller Psychology: What Business Owners Really Want When They Sell
seller psychology, what business owners want when they sell, negotiating a business acquisition, seller motivations, winning a business deal
Seller Psychology: What Business Owners Really Want When They Sell
Price is rarely the whole story. Understanding what a business owner actually wants when they sell is how buyers win deals and close smoothly.
23 Jul 2026
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What Happens to the CEO After the Exit?
search fund CEO after exit, life after selling a business, earn-out negotiation, rollover equity, second search fund, search fund investor, post-exit transition, what to do after selling your company, second bite of the apple, exited founder next steps, search fund career path
What Happens to the CEO After the Exit?
What happens after a search fund exit? Earn-outs, rollover equity, second searches, and investing: the four paths exited CEOs take, backed by Stanford data.
12 Jul 2026
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