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 guide
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
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The VCM Playbook: 3 Pillars for Search CEOs to Maximize Exit Value
VCM Execution, Search Fund CEO, Value Creation Team, Exit Multiple, ETA
The VCM Playbook: 3 Pillars for Search CEOs to Maximize Exit Value
Search CEOs: Stop VCM friction. Learn 3 actionable pillars to recruit niche operators, engineer alignment with shared KPIs, and guarantee maximum EBITDA for your exit multiple.
4 Nov 2025
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Culture After the Close: How to Build the Company You Actually Bought
Post-Acquisition, culture, team ,Search CEO, ETA
Culture After the Close: How to Build the Company You Actually Bought
When you acquire a business, you’re not just buying financials, contracts, or customers — you’re inheriting a culture. And whether you recognize it on day one or not, that culture will determine how fast (or how painfully) your value creation plan takes hold.
10 Oct 2025
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Building Value Creation Teams for First-Time CEOs
Building Value Creation Teams for First-Time CEOs
Building Value Creation Teams for First-Time CEOs
Building Value Creation Teams for First-Time CEOs
20 Aug 2025
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Why Smart CEOs Are Building On-Demand Value Creation Teams
Value Creation Teams
Why Smart CEOs Are Building On-Demand Value Creation Teams
In today’s high-stakes startup landscape, every hour matters. Speed, precision, and timing can make or break the trajectory of a growth-stage company. That’s why smart CEOs are shifting away from the traditional model of full-time hires or long-term consultants — and instead building on-demand value creation teams made up of experienced operators who can be tapped hourly, exactly when needed.
10 Jul 2025
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Building a Thriving Culture After a CEO Acquisition
Team Culture, Search CEO,Culture
Building a Thriving Culture After a CEO Acquisition
Building a thriving culture after a CEO acquisition requires a thoughtful, inclusive, and sustained effort.
15 May 2025
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