Free Tools and Downloads Library

This section includes various free downloads, including whitepapers, reports, presentation slides, and other valuable resources that will help professionals.
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Image for Free Excel Tool: Weekly Cash Flow
Use this weekly cash flow Excel tool to help your business through tough circumstances.
Image for M&A Fee Guide 2018
Data and insights on M&A fee structures from over 480 investment bankers and M&A advisors.
Image for M&A Fee Guide 2017
Data and insights on M&A fee structures from over 470 investment bankers and M&A advisors.
Image for The Ultimate Guide to Selecting an Investment Banker
Thinking of selling your business? Here's a guide to find and hire a the right investment banker.
Image for M&A the Brand Choice Ebook
Learn more about the role of the brand in M&A success, 10 prevailing brand architecture options and more.
Image for A Comprehensive Guide to the M&A Sale Process
A Comprehensive Guide to the M&A Sale Process
Image for An Entrepreneur's Guide to Executing an MBO
Designed for management teams and business owners contemplating an MBO.
Image for M&A Fee Guide: Industry Survey Results and Findings.
The most comprehensive study on lower middle market M&A advisory fees.
Image for The Most Critical Issues to Consider in a Business Valuation
Download these eight critical questions that you need to answer before you find out what you business is worth.
Image for Acquisition Valuation Template
This valuation analysis will help an acquirer answer three critical questions to determine the price to pay for an acquisition target.
Image for Business Valuation Calculator
Learn why estimating the value of your small business has never been easier.
Image for The Five Pillars of Business Freedom (SM) - Checklist
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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