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Take Five #123: CPA explains how to use the tax code to save (a lot) on your SMB purchase, and more
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Take Five #123: CPA explains how to use the tax code to save (a lot) on your SMB purchase, and more

Top five must-reads this week in the world of SMB acquisitions and operations

September 13, 2024

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Key Legal Documents to Review in SMB Acquisitions

Checklist of legal documents buyers must review in SMB acquisitions—corporate records, contracts, finances, IP, HR, and purchase agreements to avoid surprises.

February 6, 2026
Key Legal Documents to Review in SMB Acquisitions

SBA Loan Requirements in Purchase Agreements

How to structure purchase agreements for SBA 7(a) business acquisitions: 10% equity rules, seller note standby, valuation, docs, and common pitfalls.

February 5, 2026
SBA Loan Requirements in Purchase Agreements

Ultimate Guide to Geographic Market Analysis for SMBs

How SMBs use demographics, drive-time mapping, competitor and economic data to choose locations, optimize territories, and boost sales with data-driven decisions.

February 4, 2026
Ultimate Guide to Geographic Market Analysis for SMBs

How Market Leaders Maintain Competitive Moats

Layered competitive moats—network effects, switching costs, patents, brand, scale and data—drive sustained market dominance and higher returns.

February 3, 2026
How Market Leaders Maintain Competitive Moats
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