Free Tools and Downloads Library

We've worked to assemble some of the best resources for business owners and their advisors. This section includes whitepapers, excel templates, checklists, free reports, and any other resource we feel adds value to an entrepreneur wanting to prepare a business for sale.

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This white paper dives into how other CFOs are taking on the role of a strategic business partner, while managing a continuous close and how you can too.
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Find out the why, and where.
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The SS&C Intralinks Deal Flow Predictor provides a six-month view of global and regional M&A activity and a wealth of actionable market intelligence. As the COVID-19 crisis continues, the markets are morphing, and there are...
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Hard figures or supporting data to validate the value created by middle market investment bankers were non-existent, until now.
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Learn how to position a distressed organization for a successful outcome with these golden rules of corporate restructuring..
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In an unprecedented new issue, the just-published Q3 2020 SS&C Intralinks Deal Flow Predictor examines the current state of M&A amid a global economy upended by the COVID-19 pandemic. Download your copy now.
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Use this weekly cash flow Excel tool to help your business through tough circumstances.
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Data and insights on M&A fee structures from over 480 investment bankers and M&A advisors.
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Data and insights on M&A fee structures from over 470 investment bankers and M&A advisors.
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Thinking of selling your business? Here's a guide to find and hire a the right investment banker.
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Learn more about the role of the brand in M&A success, 10 prevailing brand architecture options and more.
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A Comprehensive Guide to the M&A Sale Process
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Designed for management teams and business owners contemplating an MBO.
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The most comprehensive study on lower middle market M&A advisory fees.
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Download these eight critical questions that you need to answer before you find out what you business is worth.
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This valuation analysis will help an acquirer answer three critical questions to determine the price to pay for an acquisition target.
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Learn why estimating the value of your small business has never been easier.
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Learn the five key “pillars” necessary to pull yourself out of the weeds, stop working in your business and start working on your business.
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Value Creation: The business owner’s guide to getting started
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Learn what the top business owners do to build value.
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Free eBook: Don't Sell Your Business Yet. How to Sell Your Business Quickly and for the Maximum Value!
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Can you risk not hiring the most qualified professional?
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This white paper describes some key distinctions between strategic and financial acquirers and how they determine value.
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Tips to Successfully Sell a Mid-market Business
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Fast track the due diligence process
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What's in a Letter of Intent? Here is a real one used by Hadley Capital.
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Why 80% of businesses don't sell, and what you can do about it.
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A comprehensive guide to understanding this alternative source of capital.
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A ‘reliable, continuous and actionable measure of enterprise value’ requires a generally accepted measure of both financial performance and operational excellence.
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This white paper outlines a new framework and methodology to quantify transferable enterprise value in SMEs.
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A workbook to help maximize your company’s value by viewing your business through the eyes of a perspective buyer. We have distilled their insights into 53 crucial value factors buyers consider when determining the value of a company.
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This whitepaper helps small and medium sized business owners identify specific items to consider at various stages of the preparation and transfer process in order to maximize value in a business transition.
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Awesome excel template to determine the appropriate amount of working capital at date of sale.
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This is a "do it yourself" valuation template that shows how to normalized EBITDA, figure out comparable company multiples and apply a market valuation approach to determine a good estimate for the value of your business.
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This guide has been written to any entrepreneur who truly wants to improve his or her company.
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