The Playbook

What your business is worth — and how to protect it.

Straight guides for owners and buyers on value, exits, and succession. No jargon, no fluff — just the math of how clean, defensible numbers turn into real dollars when you sell, or real confidence when you buy.

The Multiplier Effect

Every Clean Dollar Multiplies

When you sell, every dollar of clean, defensible profit is worth a multiple of itself. Here's the math — and why messy books quietly cost six figures.

Sell-Side Prep

Getting Your Business Ready to Sell

A practical guide to preparing your company for sale — the 12-month runway, what buyers actually check, and the cleanup that protects your price.

Succession

Succession Planning for Business Owners

Succession planning in plain English — the four ways out, why the numbers must be ready either way, and how to start before a health scare makes it urgent.

Buy-Side

Buying a Business? Read the Books First

For searchers, PE, and first-time buyers — what clean books reveal before you buy, how quality of earnings protects your price, and the red flags in a P&L.

Series · When a Buyer Comes Knocking

You Got the Call

A Search Fund Called About Buying You. Read This First.

Got an unsolicited offer to buy your business? What the call really means, who's on the line, and the three moves to make before you say a number.

Know Your Buyer

Who's Calling: Search Funds, PE, and Strategic Buyers

The buyers calling about your business — search funds, private equity, strategics, and brokers — what each one wants, and how to read the approach.

Information Discipline

What to Share With a Buyer, and When

A buyer wants your numbers. What to share on the first call, what waits for an NDA and an LOI, and how information discipline protects your price.

Get the Numbers Right

The Pre-Diligence Cleanup Checklist

Before a buyer's accountant opens your books: the cleanup that makes diligence confirm your number instead of discounting it. A practical checklist.

Your Deal Team

Your Deal Team: Why Your Tax CPA Isn't Enough

Selling a business needs more than your tax CPA. Who does what — CPA, broker or banker, sell-side financial advisor, and lawyer — and where the gaps are.

How Kaizen Helps

A Fractional CFO Through Your Sale

How a fractional CFO helps you sell: diligence-ready books, a defensible earnings number, a clean data room, and someone in your corner from call to close.