RESOURCES
Explore our collection of free tools, guides, and valuation resources built for seasoned business owners preparing to sell, step back, or simply plan ahead. Whether you’re in home services, manufacturing, distribution, logistics, or another Main Street industry, these resources offer honest, strategic guidance—without the fluff.
Business Valuation- EXAMPLE
Free Business Opinion of Value- EXAMPLE
Guide to Selling Your Business
Guide to Selling Your Restaurant
Roofing: Scale and Sell
EXAMPLE: Confidential Information Memorandum
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Why Exit Planning for Business Owners Prevents Regret and Builds Legacy
Why Business Owners Regret Selling — And How Exit Planning Prevents It Exit planning for business owners is one of the most important - and most overlooked parts of running a successful business. In this in-depth interview, business broker Joe Steigman sits down with...
Understanding SBA SOP 2005: Key Updates for Small Business Buyers and Sellers
What SBA SOP 5010-8 Means for Your Business Sale or Acquisition If you're buying or selling a small business in 2025, the latest SBA policy update—SOP 5010-8, and the new associated SBA lending rules—needs to be on your radar. In a recent interview, I spoke with Lane...
How to Hire a General Manager: Step-by-Step Guide for Small Business Owners
Hiring a General Manager: Everything You Need to Know to Exit Daily Ops. In this webinar, Joe Steigman from Legacy Entrepreneurs walks through a proven process for hiring a general manager—so you can scale, delegate, or prepare for exit. Whether you're ready to grow...
Why a Strong Confidential Information Memorandum is Key to a Successful Business Sale
Thinking about selling your business? Here’s what a high-quality CIM (Confidential Information Memorandum) looks like. A strong CIM = better buyers, faster deals. When you're preparing to sell your business, first impressions matter. For many buyers, that first...
How to Sell Your Small Business: Free Webinar & Step-by-Step Guide
In this webinar, I break down each phase of how to sell your business and provide insights along the way. Whether you’re planning to sell in three months or three years, this is the best place to start. Download the Slides Download the Guide Thinking about selling...
Bad Bookkeeping Kills Deals — Focus on These 4 Fixes
If your financials aren’t clear, buyers walk. And too often, it’s not fraud or mismanagement—it’s just bad bookkeeping. Here are the four most important financial issues to address if you want to sell your business (or just improve its value): 1. Separate Owner-Only...
How the 2025 SBA Rule Changes Could Impact Your Business Sale — and What to Do Now
If you're a small business owner thinking about selling in the next 1–3 years, new SBA rules could affect your exit—especially if your buyer is using SBA financing (as most sub-$3M buyers do). Starting June 1, 2025, the SBA’s revised SOP introduces stricter...
How to Increase Restaurant Profits in Nashville: 5 Proven Local Tactics
Why Profitability Matters in Nashville’s Restaurant Scene If you're a restaurant owner in Music City, you know it’s not just about great food—it’s about smart business operations. Whether you're planning to exit your business or hire a general manager to take over...
The Golden Number vs. Business Value: What Every Small Business Owner Needs to Understand
If you’re a small business owner nearing retirement, you’ve probably heard the term “Golden Number.” It’s the amount of money you need to retire comfortably—and it’s different for everyone. It depends on your lifestyle goals, your expected expenses, and how long you...