THE OWNER DECISION GUIDES

Considering a sale?
Start with the decisions.

Understand your numbers, prepare for scrutiny, and compare what an offer would mean for you. Follow the questions that matter at your stage.

A practical path through the decisions.

Start with value and timing if you are exploring. Use preparation guides before marketing. Work through the offer guides with your advisors when terms become concrete.

These 16 guides received a source review on October 10, 2026. Each identifies its sources, review scope and hypothetical examples.

Understand what a sale could mean

Prepare and choose your representation

Evaluate the offer and closing terms

OWNER DECISION GUIDE

Quality of Earnings for Sellers: Scope, Add-Backs and Buyer Questions

Decide whether your sale needs a quality-of-earnings review. Understand sustainable earnings, working capital, scope and the evidence buyers may request.

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OWNER DECISION GUIDE

Working Capital in a Business Sale: The Seller’s Closing Worksheet

Understand a working-capital target, included accounts and closing adjustments. Work through an example before agreeing a purchase-price mechanism.

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OWNER DECISION GUIDE

Earnouts When Selling a Business: Price, Control and Payment Risk

Evaluate an earnout from a seller’s perspective. Compare closing cash, performance conditions, buyer control, reporting rights and downside outcomes.

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OWNER DECISION GUIDE

Seller Financing a Business Sale: Cash, Security and Tax Questions

Evaluate a seller note before accepting an offer. Review closing cash, buyer repayment capacity, collateral, lender restrictions and installment-tax exceptions.

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OWNER DECISION GUIDE

Asset Sale vs. Stock Sale: Tax Questions Before Selling a Business

Compare asset and equity sale structures, purchase-price allocation and seller tax questions. Plan after-tax proceeds without assuming a universal savings amount.

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OWNER DECISION GUIDE

QSBS Before a Business Sale: Eligibility, Dates and the $15 Million Limit

Understand the July 2025 QSBS changes, acquisition and issuance dates, holding periods and eligibility questions before relying on a stock-gain exclusion.

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Bring the questions that affect your decision.

Your goals, owner role, timing, required closing cash and transition preferences shape the conversation. Start with general information; private financial documents can follow through an agreed secure channel.

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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.

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