Resources

Sample Restaurant Business CIM

Review a sample Confidential Information Memorandum that shows how a restaurant business may be presented to buyers, including key financials, menu concept, operations, staff structure, equipment, growth opportunities, and transaction details.

Sample Roofing Business CIM

Review a sample Confidential Information Memorandum that shows how a roofing business may be presented to buyers, including key financials, operational highlights, employee structure, equipment, growth opportunities, and the buying process.

Sample Restaurant Business Valuation Report

Review a sample valuation analysis that shows how a restaurant’s earnings, market comparable, buyer financing capacity, and operational risk factors can influence its estimated business value.

Sample Roofing Business Valuation Report

Review a sample valuation report that shows how earnings, market comps, buyer financing, and operational strengths influence what a business may be worth.

Entity Tax Strategies for Business Sales

A practical quick-reference guide to how business structure impacts taxes during a sale, including key risks, deal structures, and planning strategies for LLCs, S-Corps, and C-Corps.

Business Valuation- EXAMPLE

Need a more detailed and researched opinion on what selling your business might be worth? Here’s an example valuation of what we can get done for small business owners as part of listing your business for sale, or as a stand-alone valuation. This example is for a business of simple to moderate size and complexity.

Free Business Opinion of Value- EXAMPLE

Looking for a quick opinion on what selling your business might be worth? Here’s an example of what we can get done for small business owners in an initial consultation about selling your business.

Guide to Selling Your Business

Thinking about selling your business? Request our free step-by-step guide created for owners to learn how to prepare, market, and sell your business with confidence.

Guide to Selling Your Restaurant

Thinking about selling your restaurant? Request our free step-by-step guide created specifically for Tennessee restaurant owners to learn how to prepare, market, and sell your business with confidence.

EXAMPLE: Confidential Information Memorandum

Thinking about selling your business? Here’s what a high-quality CIM (Confidential Information Memorandum) looks like. A strong CIM = better buyers, faster deals.

Guide to Hiring a General manager

The Business Owner's Guide to Selling Your Business

A comprehensive roadmap for business owners ready to transition to their next chapter. This presentation will guide you through the essential steps, considerations, and strategies for a successful business sale.

How to Hire a General Manager or Executive Leader

A step-by-step guide for small business owners ready to step back