06 / BUSINESS SERVICES
Professional services & technology
Business sale & value guides.
Recurring revenue, retention, key people, and customer ownership.
WHAT TO ORGANIZE FIRST
Bring the important
details into focus.
- Distinguish recurring revenue from recurring profit.
- Review concentration, contract renewal terms, and cancellation rights.
- Document delivery systems, key employees, and the owner’s client relationships.
Connect your research to your own numbers.
Use a documented earnings reconciliation and explicit assumptions. Public industry ranges are not a valuation of your specific business.
Explore the tool suite ↗Business value
How Private Equity Firms Evaluate SaaS Businesses: A Deep Dive for Founders →How to Sell Mobile Patrol Security Services: Valuation and Exit Guide →How to Value a Digital Marketing or Creative Agency →How to Value a Home Health Care Agency: Formulas and Multiples →How to Value a Property Management Company: Formulas and Multiples →How to Value a SaaS Business: Formulas and Multiples →How to Value a Security Guard Service: Formulas and Multiples →How to Value a Title Company: Formulas and Multiples →How to Value an IT Managed Service Provider (MSP) →How to Value an Insurance Agency: Formulas and Multiples →Staffing & Recruiting Agency Valuation & Sale Guide (2026) →The Impact of Technology on Small Business Valuation and Future Growth →The Value of Recurring Revenue Models Beyond SaaS: Membership, Subscription, and Service Contracts →Value of Recurring Revenue Models: Applying SaaS Principles to Traditional Businesses →Valuing an Accounting or CPA Firm: Comprehensive Valuation Guide →Valuing an E-commerce Business: Comprehensive Valuation Guide →
Buying a business
Buying a Staffing or Recruiting Agency →Buying an Accounting or CPA Firm →Buying an E-commerce Business: Shopify, Amazon FBA, and DTC →Buying an IT Support or MSP Business →Cash vs. Accrual Accounting: What Buyers Prefer →Demystifying Representations and Warranties Insurance (R&W): A Guide for Sellers and Buyers →How to Buy a Digital Marketing Agency →How to Buy a Home Health Care Agency →How to Buy a Property Management Company →How to Buy a SaaS Business: Metrics that Matter →How to Buy a Security Guard Service →How to Buy a Staffing Agency Specializing in Healthcare or Industrial Workers →How to Buy a Title Company →How to Buy an Insurance Agency →Leveraging Technology Audits to Increase Your Business's Attractiveness to Acquirers →Selling a Niche E-Commerce Brand: What DTC Buyers Are Really Looking For in 2026 →The Role of Technology Audits in Business Acquisitions: Ensuring Digital Asset Health →
Diligence & closing
Selling a business
Demystifying Representations and Warranties Insurance in Lower Middle Market Deals →How to Sell Your Property Management Business for Top Dollar →How to Sell a Digital Marketing Agency →How to Sell a Home Health Care Agency →How to Sell a Property Management Company →How to Sell a SaaS Business: Metrics that Matter →How to Sell a Security Guard Service →How to Sell a Title Company →How to Sell an Insurance Agency →Leveraging Technology Infrastructure to Increase Business Attractiveness →Selling an Accounting or CPA Firm →Selling an E-commerce Business: Shopify, Amazon FBA, and DTC →Selling an IT Support or MSP Business →
YOUR BUSINESS. YOUR NEXT CHAPTER.
Let’s make the
next move a clear one.
Talk through your goals, timing, and the questions you want answered before making a decision.