Top five must-reads this week in the world of SMB acquisitions and operations
Guide to balancing concessions in SMB acquisitions: set walk-away points, make incremental trades, use earn-outs or seller financing, and document every term.
Checklist for post-acquisition tax tasks: confirm deal structure, update EINs/registrations, file federal and state forms, manage payroll, and track legacy liabilities.
Step-by-step exit timeline for SMBs: start 3–5 years early, optimize value, prepare buyers, and manage post-sale transition to maximize proceeds.
Step-by-step guide to validate SMB revenue, spot customer concentration, seasonality and recognition issues, model downside scenarios, and adjust valuation.