36.2M
small businesses in the U.S.
SBA, 2025
52%
of owners are 55 or older
Census / Gallup
70%
of listed businesses never sell
BizBuySell
#1 cause
of failed deals: lack of preparation
IBBA
Two courses. One goal: get you ready.
Start with the free crash course. Upgrade when you are ready to go deeper.
Professional templates. Built by practitioners.
Complete the course and download the tools to start preparing.
Simple Document Checklist
Detailed Document Checklist
Data Room Folder Template
CIM Example
Buyer Q&A Prep Sheet
Transition Planning Workbook
Business Story Framework
Why small business owners need this
52%
of employer businesses are owned by someone 55 or older
A generational wave of transitions is underway. Many owners are approaching retirement without a succession plan.
U.S. Census / Gallup
54%
of owners have a succession plan
The other 46% are at risk of selling under pressure or closing altogether. Starting education early changes that.
U.S. Bank, 2025
70%+
of businesses listed for sale never close
The number one reason is not price. It is lack of preparation. Document readiness, financial cleanup, and seller knowledge are the difference.
BizBuySell
$500K-$25M
revenue range we focus on
Small businesses and lower-middle market companies where preparation has the greatest impact on deal outcomes.
Data Suite
Who this is for
Planning a sale in 1 to 5 years
Understand the process before hiring advisors so every conversation is productive from day one.
Family business transitions
Succession planning, ownership transfers, and knowing your options before making generational decisions.
Fielding an unsolicited offer
Understand what you are being asked to consider before responding to a buyer who reached out.
Brokers and advisors
Send better-prepared clients into the engagement. This course creates them.
What the free course covers
7 lessons, ~30 minutes. No account, no payment, no pitch.
Small businesses are the backbone of the U.S. economy.
They deserve better tools when it is time to transition.
62.3M
Americans employed by small businesses
9 in 10
net new jobs from small firms
43.5%
of U.S. GDP
99.9%
of all U.S. businesses
SBA Office of Advocacy 2025, U.S. Census Bureau, Bureau of Economic Analysis
What is coming next
Seller Education
Free crash course and full course on how to sell your business.
Go-to-Market Readiness
A survey that benchmarks preparation and highlights gaps.
Advisor Matching
Vetted brokers, attorneys, and accountants matched to your deal.
My background in private equity, operations, and finance management gave me a front-row seat to how disorganized and underserved the small business transaction process can be. Many local businesses are the backbone of their communities and a major source of retirement value for owners, yet too many struggle to transition or exit because they are underprepared or too small for brokers to take on. Data Suite was developed in partnership with brokers, attorneys, accountants, and transaction professionals across the country to help solve that problem.
Free for a limited time
Start preparing today.
7 lessons. 30 minutes. The foundation you need before sitting down at the table.
Start Free Course