Insights
Videos, articles, & advice from Kirk and his network, to help successful founders find better outcomes.
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.
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)
Stock Purchase vs. Asset Purchase
When navigating the complex world of business sales and acquisitions, understanding the distinction between a stock purchase and an asset purchase is crucial.
What Does it Mean for Founders to “Take Chips Off the Table”
What does it mean for Founders to “take chips off the table”? Many small business owners paused sale or transition plans due to the pandemic, but data from M&A sources continue to point to this being a unique moment with plentiful inexpensive capital for buyers, making it a seller’s market for high quality companies. Just might be time to find out what those M&A types mean when they talk about “taking chips off the table” …
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