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
Buying a Medical Billing Company: What to Know Before You Acquire
buying a medical billing company, medical billing business for sale, recurring revenue acquisition, professional services acquisition, SBA acquisition
Buying a Medical Billing Company: What to Know Before You Acquire
Contracted recurring revenue and clients who hate switching. What medical billing companies are worth, the diligence that matters, and how to buy one off market.
8 Sep 2026
Read
The Value Creation Playbook: What Actually Moves Returns in Search-Acquired Companies
value creation playbook, increase business value, recurring revenue multiple, small business pricing strategy, debt paydown equity, add-on acquisitions, EBITDA growth, business value drivers
The Value Creation Playbook: What Actually Moves Returns in Search-Acquired Companies
The four disciplines the returns data rewards: recurring revenue, pricing, debt paydown & careful add-ons. And what didn't make the list, deliberately.
15 Jul 2026
Read
Preparing Your Company for Sale: The 24-Month Exit Readiness Checklist
exit readiness checklist, preparing a company for sale, sell side due diligence, quality of earnings, search fund exit, selling a small business, exit preparation, working capital peg, management team depth, recurring revenue valuation, data room preparation, sell your business checklist
Preparing Your Company for Sale: The 24-Month Exit Readiness Checklist
A 24-month exit readiness checklist for search fund CEOs: audited financials, recurring revenue, management depth, QoE & data room prep to maximize value.
12 Jul 2026
Read
Working backward from the exit
business exit planning, exit multiple, selling a business, business valuation drivers, recurring revenue, customer concentration, owner dependence, exit readiness
Working backward from the exit
Identical earnings, different multiples. The five factors buyers pay premiums for, the quarterly exit-lens review, and the three moves that take years.
7 Jul 2026
Read
Stay informed

Insights for every phase of
the ownership lifecycle.

Subscribe for practical guides, operator perspectives, and analysis — delivered when it matters.