Owner resource center
Start with the question already in front of you.
Use one focused tool or guide to get an immediate answer. Each path connects the business decision to what it means for the owner, family, and life after ownership.
& familiesFind your starting point →
Start with a number
Use the tool closest
to your decision.
Results appear immediately. No email is required to use a calculator or assessment.
Business value
How much might my business be worth?
Apply a user-selected multiple range to normalized EBITDA or SDE, then separate enterprise value from equity value.
Estimate a business value range→Personal outcome
How much do I need to sell my business for to retire?
Work backward from after-tax spending, existing capital, debt, transaction costs, and tax assumptions.
Calculate the required sale value→Transaction economics
What might I actually keep from a business sale?
Bridge a headline price to illustrative proceeds after debt, transaction costs, and tax assumptions.
Estimate net proceeds→Transition readiness
Is the business—and the owner—ready for a transition?
Use eight questions to identify the first issue that may be limiting the owner’s options.
Take the readiness assessment→Deal structure
How much of the offer is cash, deferred, or contingent?
Compare cash at close, seller financing, earnout, and rollover equity before anchoring on price.
Compare the deal structure→Buyer-approach library
Answer the next question
before it becomes leverage.
Choose the page that matches the buyer or information request already in front of you. Each guide leads back to one owner-side response plan.
First response
A buyer approached my business. What should I do first?
Organize the next 72 hours, protect sensitive information, and define what must be understood before the buyer controls the process.
Read the focused guide →Buyer credibilityHow can I tell whether a business buyer is serious?
Test strategic fit, decision authority, capital, transaction experience, process, and willingness to provide reciprocal evidence.
Read the focused guide →Information controlWhat information should I share with a potential buyer?
Use a staged information ladder tied to buyer qualification, sensitivity, purpose, and the next decision.
Read the focused guide →Strategic buyerA competitor wants to buy my business. What changes?
Explore the strategic value while protecting customers, pricing, employees, plans, and leverage if the deal does not close.
Read the focused guide →Financial buyerPrivate equity approached my business. What should I ask?
Understand the fund, capital, control, rollover equity, debt, continuing role, and second transaction before comparing price.
Read the focused guide →Take the planning offline
Owner field guides
built for the work.
These are detailed checklists and worksheets—not one-page teasers. Choose the situation closest to yours and unlock the complete PDF.
When a buyer calls
The first 72 hours after an unsolicited approach
Control information, qualify the buyer, connect price to outcome, and build the next-conversation agenda.
Detailed PDF · immediate access→When time is availableThe three-year business exit readiness plan
Use 36 months to strengthen evidence, transfer authority, reduce owner dependence, and define the personal target.
Detailed PDF · 36-month sequence→When two states connectThe New York–Florida owner transition checklist
Coordinate residency facts, business activity, a possible transaction, property, estate planning, and family.
Detailed PDF · source-backed→When a transaction starts taking shape
Understand the terms
before they control the outcome.
These guides answer the questions owners often discover only after a buyer, document, or closing adjustment creates urgency.
Before exclusivity
What should I review before signing a letter of intent?
Organize price, structure, financing, working capital, diligence, exclusivity, and owner obligations before momentum narrows the options.
Read the guide →Transaction formAsset sale or stock sale—which questions change?
Understand what transfers, which liabilities remain, how allocation matters, and what the structure may mean for owner proceeds.
Read the guide →Closing economicsHow does working capital affect the purchase price?
See how the target, definition, seasonality, accounting policies, and closing true-up can move the amount received.
Read the guide →Use the runwayHow should I prepare three years before a sale?
Sequence financial evidence, owner independence, leadership, customer quality, personal readiness, and credible transition paths.
Read the guide →New York–Florida planning
Coordinate the move,
the business, and the family.
These guides address owners whose company, residency, family, or future spans New York and Florida.
Connect the sale, the move, and the owner outcome.
A single decision map for New York owners coordinating a business transition with a Florida life.
Open the New York–Florida guide→Should I sell before or after moving?
Compare the business opportunity, deal form, domicile facts, taxes, and personal capital—not one assumption in isolation.
Compare the two sequences→Know what the retrospective record may show.
Understand the homes, days, business ties, personal pattern, and records New York's published audit framework examines.
Review the audit map→Build the genuine life behind the documents.
For owners whose future is in Florida while the company, leadership role, property, or family remains tied to New York.
Map the domicile work→Bridge headline price to usable owner capital.
Walk through debt, working capital, costs, taxes, escrow, earnouts, seller notes, and rollover equity.
See the proceeds stack→Coordinate fairness, financing, and the owner's independence.
For owners transferring control to a child, family group, or management team that cannot simply write a market-value check.
Plan the family transition→More owner questions
Go one level
deeper.
These pages address owners preparing ahead, already based in Florida, or coordinating a transition with a two-state life.
Business sale language
→Business sale terms for owners
Plain-English definitions of EBITDA, enterprise value, LOIs, working capital, earnouts, seller notes, rollover equity, and post-closing exposure.
New York owners
→Build options before urgency chooses the path
Prepare the company, leadership, value evidence, and owner before a transaction.
Florida owners
→Exit planning after the move to Florida
Organize the owner transition when Florida is already home.
Two-state families
→Snowbird estate and wealth coordination
Connect property, family, estate documents, insurance, spending, and the intended future home.
Every resource is:
Written for ownersPlain language and a real decision.FocusedOne question with a clear next step.EducationalNot tax, legal, or individualized advice.
When reading is no longer enough
Turn the questions into
your starting agenda.
The guided journey organizes what feels familiar, tests a few assumptions, and creates a concise brief you can choose to send.