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
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Buying a Land Surveying Firm: What to Know Before You Acquire
buying a land surveying firm, surveying business for sale, professional services acquisition, licensed practice succession, SBA acquisition
Buying a Land Surveying Firm: What to Know Before You Acquire
Mandatory demand, an aging profession, and firms that never get listed. What surveying firms are worth, why license depth is the whole business, and how to buy one off market.
8 Sep 2026
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Buying a Blue-Collar Business to AI-Proof Your Future
AI-proof business, buying a blue-collar business, SBA acquisition loans, HVAC business valuation, recession-resistant business, entrepreneurship through acquisition
Buying a Blue-Collar Business to AI-Proof Your Future
A record wave of buyers is acquiring plumbing, HVAC, and electrical companies to hedge against AI. The data behind the trend, what a good deal looks like, and the risk most buyers underestimate.
20 Jul 2026
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The SBA 7(a) Document Checklist: What Lenders Actually Ask For
SBA loan document checklist, SBA 7a requirements, documents needed for SBA business loan, SBA form 413, SBA equity injection documentation, SBA loan to buy a business, PLP lender, SBA acquisition loan checklist, SOP 50 10 8 documents
The SBA 7(a) Document Checklist: What Lenders Actually Ask For
Every document SBA lenders ask for, in three stacks: borrower, business & deal. Current to the 2025 rules, with the prep that closes loans in 60-90 days.
16 Jul 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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