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M&A Readiness Guide
After years at the helm, it’s natural to wonder if it’s time to sell your company. But feeling ready is just one part of being ready, and the difference usually shows up in the sale price and personal satisfaction with a deal.
To give a sense of your readiness for a merger or acquisition, we’ve put together a resource with valuable guidance, easy-to-apply tips, worksheets, and more. Is It Time? A Business Owner’s Guide to M&A Readiness includes assessments to run before going to market: a business readiness checklist plus personal and market timing questions most owners skip.
The Business Owner’s Guide features practical insights drawn from our decades of experience helping entrepreneurs across a wide range of industries sell their businesses on their terms. Inside, you’ll find:
- Breakdowns of the three dimensions of readiness that you should consider before starting a deal
- A 22-point checklist featuring the financial, operational, leadership, and legal factors buyers scrutinize
- Self-assessments on identity, emotion, finances, and support covering personal and market readiness for a transaction
- Real client outcomes from Convergence, Beacon, and NaturVet, including an owner who turned down $30M, spent a decade preparing, and sold for an industry-leading valuation
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