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Crash Course

Your one-stop shop to get up to speed on selling your business: is this the right time, what options do you have, and the resources to move forward confidently.

Free Guided Course

Start the Complete Crash Course

A structured, 10-level guide to understanding the M&A process, preparing your business, and navigating the transaction with confidence.

11 lessons . 44 minutes . No account required

The Standard M&A Process

12 stages from first thought to ownership transfer. Hover or tap any step for details.

1Explore
Thinking about selling
2Prepare
Preparation and readiness
3Advisors
Advisor selection (optional)
4CIM
Teaser or CIM creation
5Outreach
Outreach
6NDA
NDA
7IOI
IOI
8LOI
LOI
9SPA/APA
Definitive agreements (SPA or APA)
10Financing
Financing (if applicable)
11Close
Close
12Transition
Transition

This is why we created Crash Course: so you can get educated before determining the best next steps for you. Real transactions include many extra requests and surprises; this gives you a grounded view of the process.

Resource Hub

Seeking partners to expand this section

We are building this resource library in partnership with brokers, attorneys, accountants, PE firms, and other professionals involved in the sale process. If you would like to contribute or recommend resources, reach out.

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The Exit-Strategy Playbook

Adam Coffey

View on Amazon
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The Art of Selling Your Business

John Warrillow

View on Amazon

Ready to see where you stand?

Take our readiness assessment to get a personalized score, gap analysis, and PDF report.