Insights
The questions that come up in every first conversation, answered properly and without the sales pitch.
Library
Guide
Recast earnings, defensible add-backs, and the risk adjustments that decide your multiple. A plain-language walk through how a valuation is built and what a lender will accept.
Checklist
Three years of financials and tax returns is the start, not the list. What to gather, why each item matters, and which gaps cost you the most time later.
Guide
If the business needs you, the buyer is purchasing a job rather than a company. How to measure your own dependence, and the sequence for transferring it off yourself.
Article
Unsolicited approaches are flattering and rarely priced correctly. How to respond without losing leverage, what to ask before disclosing anything, and when to bring in representation.
Guide
What SBA underwriting looks for, how it constrains deal structure, and the seller-side items that slow an approval down or stop it entirely.
Article
Blind profiles, mutual NDAs and staged data rooms, and what to do about the employee, customer or competitor who works it out anyway.
These are the pieces planned for the library. Publish each one as its own page as it is written.
Speaking
Dr. Jamie Klingman speaks for the International Business Brokers Association and the Jim Moran Institute, and delivers workshops for associations, owner cohorts and boards on valuation, exit readiness and what buyers actually pay for.
Buyer-side guides, search strategy and acquisition support live with The Deal Strategy Co.