Complimentary resources for entrepreneurs
If you don’t find what you’re looking for in our Resource Center, send us a note and we’ll help in any way we can.
Playbooks For Entrepreneurs & Founders
M&A Readiness Guide
A comprehensive self-assessment guide to help founders identify gaps, strengthen operations, and prepare their business for a successful sale.
Elevate Your Valuation Report
An in-depth report revealing the value drivers that matter most to buyers and how founders can elevate their position before going to market.
M&A Planning Guides
Business Valuation
Understand how buyers determine what your business is worth—and the key value drivers you can strengthen before going to market.
Business Buyers
Explore the different types of buyers in the M&A market, what motivates each, and how to position your business to attract the right fit.
Business Risks
Identify the risk factors that erode business value in the eyes of buyers—and learn how to address them before you go to market.
In-depth Founder Insights
How Private Equity Is Operating in 2026
Private equity firms are always active in the mergers and acquisitions (M&A) market, looking for great companies to buy and …
Making a Good Deal: Developments in Contract Manufacturing M&A
Many owners of manufacturing companies are excited to find that valuations in this sector have risen. There’s real appetite for …
How to Keep Your Deal Terms Intact
Guarding Against Retrades During a Business Sale Retrades (buyer-initiated changes to price or deal terms after an LOI is signed) …
Client Stories
Kratos Industries
A Trusted Manufacturer for the Data Center Era With demand for data centers on the rise, Tom Huseas saw an …
Hardware, Software, & Service: Zivaro’s Story
Secure IT Services Built on a Mission to Serve From 1998, Zivaro Inc. had a mission: to serve those charged …
The NaturVet Story: A Remarkable Pet Industry Exit
From a Single Moment to a Remarkable Exit Like all great stories, the NaturVet journey started with a single moment: …
Video Insights
Pathfinder
A look at what clients have to say about our Pathfinder program and the value it has delivered.
Investment Bank
Our clients share their experience working with Class VI’s investment banking team through a transaction
Family Office
Hear directly from Class VI Family Office clients about their experience and the value of working with our team.
