Top five must-reads this week in the world of SMB acquisitions and operations
Set access before upload: use role-based permissions, one master version, audit logs, and staged sharing to secure deal documents.
Normalize earnings using 24–36 months of monthly data, set a seasonally adjusted working-capital peg, and separate seasonal debt.
Step-by-step approach to verify monthly SMB revenue, test seasonality, assess concentration, and model downside scenarios.
Confidentiality shields deal data; non-competes stop sellers from stealing customers—practical drafting and enforceability guidance.