Insights
Straight answers on selling a business — from people who do it every day.
The 18-Month Advantage: Why the Best Time to Get a Valuation Isn’t When You’re Ready to SellMost business owners think about valuation when they’re ready to sell. That’s understandable—but it’s not ideal. The best time to get a valuation is eighteen months before you plan to go to market. Here’s why that…Two Kinds of Exits: Are You Working Toward a Number or a Date?When business owners think about selling, they usually have one of two things in mind. Some owners have a number. A price that would make them say yes. Enough to pay off the house, fund retirement, set up the next…How Competitive Tension Gets You a Better Deal: Why One Buyer Is Never EnoughMost business sales start the same way. A buyer reaches out—maybe a competitor, maybe a private equity group, maybe someone who heard you might be interested. Conversations begin. An offer materializes. And suddenly,…Why Business Sales Fail, and How to Beat the OddsMany owners who decide to sell end up stuck—pulling the business off the market, accepting a disappointing outcome, or watching a deal fall apart in due diligence. Why does this happen? And more importantly, how do you…AI & Agentic AI in Managed Services: Threat or Catalyst?What MSP Owners, Investors, and Buyers Should Know in 2025 – 2030 Executive Summary Artificial intelligence—especially agentic AI systems that act with measurable autonomy—will reshape the…Thinking of Selling Your MSP? 10 Lessons to Maximize Your ExitThe owners who get the best outcomes don't just decide to sell. They prepare, on purpose, with a plan. Ten lessons, from knowing your number to planning the handoff.Selling Your Business? The Highest Price Might Be the Worst Deal.A while ago, a close friend of mine, who’s also someone I have a lot of respect for, decided to sell his company. His question to me was, “ How much do you think I can sell it for? …. M&A company X…Typical Red Flags in Letters of Intent (LOIs) During Mergers and AcquisitionsWhen navigating the complex world of mergers and acquisitions (M&A), the Letter of Intent (LOI) is often the first significant document exchanged between the buyer and seller. While typically…The Intangibles of a Good Buyer: Beyond the FinancesIt's difficult to recognize a good business buyer from a bad one just by looking at a price offered. Clearly, the most important aspect of a business sale is that the deal gets funded, and the seller…5 Things to Focus on When Prepping for a Business SaleWe often hear from business owners asking how to best prepare their company for sale. Generally speaking, you’re likely already doing much of what’s needed — staffing appropriately, boosting…“Not” Sold By OwnerAt face value, FSBO talks the talk. You may know someone who’s taken that route. With how hot the housing market is, they should receive many offers at or above where the appraisal lands. What they…Hyper-focused on your sale. The way it should be.You’ve probably seen a nice house or car sit for sale on the market for months. Maybe because the price is too high, there’s a lack of important detail, or simply bad pictures and descriptions. One…Rethinking the Question: Do You Have Experience Selling a Business Like Mine?A question frequently posed to us and others in our industry is, "Do you have any experience selling a business like mine?". While our answer may sometimes be no, we believe there's a more crucial…A Complex Process - Simplified (Pt. 4)Welcome to the final installment of our four-part series, "A Complex Process," where we've discussed why utilizing our process and experience is more beneficial than going it alone when selling your…A Complex Process - Simplified (Pt. 3)In our previous discussions, we’ve outlined select challenges of the solo approach in business transactions and highlighted the importance of collaborative efforts for success. As we continue our…A Complex Process - Simplified (Pt. 2)In the world of selling your business, the approach you choose can make all the difference. Let's delve into two contrasting strategies: The "Hard Way" and the "Vista Way". The Hard Way: Talking to…A Complex Process - Simplified (Pt. 1)When it comes to selling a business, two contrasting approaches stand out: the "Hard Way" and the "Vista Way." The Hard Way involves skipping to the front of the line, targeting a single buyer, and…Why Working With an Experienced M&A Advisor Leads to a Successful SaleOne might ask; what deems the sale of a business as successful? At face value, the answer is simple: selling at a premium for the least amount of inherited risk while leaving stakeholders better off…No Pressure to Sell or Not to SellSelling a business is a huge decision. Our process of selling businesses starts with a valuation and an honest assessment of the business value. After analyzing the business, we’ll set up a video…Our Process to Selling Your Business, and How Long It TakesWhen an owner follows our process, most businesses sell within about six months of signing our engagement agreement. Here is how the six steps work.What Effect do Interest Rates Have on Business Value?Interest rates can have a significant impact on the value of a business, particularly in cases where debt is involved in the purchasing process. When rates rise, business purchasers may find it more…