Who this is for
Owners planning a sale in 1 to 5 years
You want to understand the process before hiring advisors so every conversation is more productive.
Owners who have been approached
You need to understand what you are being asked to consider before responding to an unsolicited offer.
Advisors and brokers
You want better-prepared clients. This course creates them. Share it with prospective sellers.
What this course covers
What separates sellers who close strong from those who never make it to the finish line.
SDE, EBITDA, multiples, add-backs, and the factors that move your number up or down.
When to sell, when to wait, and how personal readiness intersects with market conditions.
Brokers, attorneys, CPAs, wealth advisors, and how to build the right team around your deal.
Strategic buyers, financial buyers, search funds, individuals, and what each one expects.
From CIM to LOI to close. What happens at each stage and what you need to have ready.
Asset vs stock, reps and warranties, indemnification, non-competes, and earnout triggers.
What buyers look at, what kills deals, and how to organize your response in advance.
Working capital pegs, holdbacks, seller notes, and the terms that shape your real payout.
Transition planning, earnout management, and the personal side of handing over your business.
Making your books buyer-ready, reconciling discrepancies, and building lender confidence.
The narrative that turns data into conviction. How to frame your business for the right buyer.
7 Professional Templates. Included.
Every template you need to go from learning to doing. Developed by practitioners. Ready to customize.
Detailed Document Checklist
80+ items across 6 diligence categories
Data Room Folder Template
Institutional-quality folder structure with placement guides
CIM Example
Fully annotated 7-section Confidential Information Memorandum
Buyer Q&A Prep Sheet
50 questions across buyer, broker, accountant, attorney
Transition Planning Workbook
6-tab workbook covering relationships, systems, earnout, personal transition
Business Story Framework
6-layer narrative builder with worked examples
Simple Document Checklist
Starter list of core documents (also included free with crash course)
Templates are available for download from your course dashboard after enrollment.
Full Course
Free
Available for a limited time
Broker access codes accepted at checkout. Contact your broker if they partner with Data Suite.
Built in partnership with brokers, accountants, and transaction attorneys who have collectively seen hundreds of lower-middle market deals. Data Suite is focused on companies with $500K to $25M in revenue.