Guides & Learning Center
We help you understand your options so you can make confident decisions. This is the indexed library where the firm's education-driven advisory approach lives publicly — free, no email required.
Most of our work happens behind NDAs. This page is the opposite — publicly available educational material on the topics that matter most to owners exploring an eventual exit. The education-driven advisory approach is one of the three things that sets the firm apart. Use it on your own time, decide if our framing resonates, then start a conversation if it does.
By topic
Exit planning
The EPI 3-gate methodology, Joel's adaptation of it, and the readiness work that happens before a sale.
Value Builder Score
The free 13-minute assessment, the 8 Drivers of Value, and why the Score is as much an education as a measurement.
Business valuation
NACVA Professional Standards methodology, Calculation vs. Conclusion of Value, and why pre-listing valuation belongs before going to market.
Selling a business
The Structured Sale methodology, the seller's experience month-by-month, and what makes a sale go well versus badly.
Buying a business
The six-stage buyer process, capital-structure overview, and qualified-buyer registration.
FAQ & common questions
The recurring questions sellers ask in the first conversation — answered before you have to ask.
Watch on YouTube
Short videos on the same topics — answers to the questions sellers ask most. New episodes drop here as they publish.
What Is Recasting? Showing Your Business's True Profitability
Watch on YouTube
Who Should You Sell Your Business To? Understanding Buyers and Value
Watch on YouTube
Why Exit Planning Matters: A Cautionary Tale for Business Owners
Watch on YouTube
Why Some Businesses Don't Sell: Lessons from a 5-Year Struggle
Watch on YouTube
What Is An Exit Planning Team? Key Advisors for a Successful Sale
Watch on YouTube
Essential Documentation for Selling Your Business
Watch on YouTube
Watch the full library on YouTube
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