Insights
Videos, articles, & advice from Kirk and his network, to help successful founders find better outcomes.
The Net Working Capital Peg for Founders
Many business owners focus on the purchase price but overlook the deal terms that can impact what they actually take home. Here’s why understanding the net working capital peg before signing a letter of intent matters.
Is Your Business a Qualified Small Business? The Section 1202 Tax Windfall
Taxes can dramatically change what founders actually keep after selling a business. In this video, Kirk Michie introduces Section 1202, also known as the Qualified Small Business Stock (QSBS) exemption, and explains why founders should understand these rules long before going to market.
RWI vs. Escrow: How to Keep More Cash at Closing Without the Risk
Many founders are surprised to learn that part of their sale proceeds may be tied up after closing. In this video, Kirk Michie explains how Rep & Warranty Insurance can sometimes reduce escrow requirements and help sellers keep more cash upfront.
The TSA Checklist: Defining Your Post-Sale Role Before You Sign
Many founders focus on valuation and overlook what happens after closing. A transition services agreement can quietly shape your role, responsibilities, and time commitment long after the deal is signed.
Platform vs. Add-On Acquisitions: How Private Equity Decides Your Valuation Multiple
Many founders hear terms like “platform company” or “tuck-in acquisition” during a sale process without understanding what they actually mean. In this video, Kirk Michie explains how private equity firms categorize businesses and why those labels can directly affect valuation multiples.
Q1 2026 M&A Market Update: Why Buyers Are Getting Pickier
The market is still strong for A and A+ companies, but private equity buyers are becoming more selective. Kirk Michie explains what founders should know before deciding whether now is the right time to sell.
Planning Ahead: Tax Strategy for Founder-Led Exits
Most founders think about taxes too late in the sale process. In this video, Kirk Michie explains why exit tax planning should start earlier, how deal structure changes tax exposure, and why moving states right before a sale usually does not work the way founders expect.
Do You Really Need a Professional Business Appraisal?
Thinking about selling your business and wondering if you need to pay for a professional appraisal first? Watch this quick video to learn why you can probably skip it and save tens of thousands of dollars instead.
Unsolicited Offers: Protecting Your Business and Maximizing Value
Unsolicited Offers: Turn Unexpected Interest in Your Business Into Maximum Value – Learn How to Protect Your Company and Seize the Opportunity Wisely!
Exploring AI in M&A: Enhancing Due Diligence and Deal Insights
From analyzing complex data to spotting red flags, AI tools make the M&A process faster, more accurate, and more transparent. Discover how leveraging AI can give you a competitive edge in your next transaction.
Business Valuation: How to find out What Your Business is Worth
Learn why expensive valuation firms and public company comparisons may not provide an accurate estimate for your company, and discover how to consult with market participants like investment bankers and business brokers to get a realistic valuation.
M&A Insight: Seller's Discretionary Earnings
Are you considering selling your business but unsure whether an asset purchase or a stock purchase is the right path for you? Understanding these options is critical, as they significantly impact both the financial outcome of the transaction and the responsibilities transferred to the buyer.
Alert: Beware of Opportunistic Buyers
As founders consider exiting their businesses, it's crucial to understand the landscape of potential buyers, which can broadly be categorized into strategic and financial types.
Leverage in M&A Deals: The Importance of Multiple Buyers
Without multiple interested parties, you're stuck being a terms taker instead of a terms maker. But fear not! There's hope on the horizon.
The Difference Between EBIT and EBITDA
In the financial landscape, two key metrics often stand at the forefront of business valuation and analysis: EBIT (Earnings Before Interest and Taxes) and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization)
Understanding Ownership When Selling a Business: “Cap Table” & Corporate Documents
Are you the sole or primary owner of an S-Corp. or LLC? Thinking you don't have a cap table or don't even know the term? Here's a critical heads-up going into a sale -- you have to prove it with documentation.
Guiding Your Sale: Structure & Non-Cash Payments
Turn the tables on buyers views on these terms by making sure they know that you have plenty of belief in the future of your company but maybe you're not willing to let your net worth depend on their ability to run it!
Strategic Exits: Options for Selling Your Small Business
Have you been told you have a nice "lifestyle" business by some glib deal world type? To heck with those guys, you have more options. Maybe lots of them! Give us a few minutes and we might make or save you Millions. Maybe More!
Navigating Change: Seller Expectations
Founders who are thinking about selling their business need to be aware of their own expectations.
Know the Difference: Growth Capital, Majority Recap, or Full Buyout
There are a few terms you need to know to find the right buyer.
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- Business Assets 3
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- Business Buyer Types 6
- EBITDA 21
- Employees 1
- Exit Strategy 25
- Exit planning 37
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- Predatory Buyers 9
- Private Equity 43
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