Insights
Insights for business owners.
Plain-English guidance on valuation, timing, preparation and the sale process, from Catalyst's advisors.
Exit planning · 6 min
What if my business depends heavily on me?
The most common discount in the lower middle market, and how to reduce it.Process · 7 minWhat happens after you sign an LOI?
Exclusivity, diligence, working capital and the purchase agreement.Confidentiality · 5 minWill my employees find out I am selling?
Anonymous profiles, NDAs and staged disclosure, and when to tell your team.Buyers · 6 minStrategic buyer vs. private equity
Price, structure, your role afterward and what happens to your team.Industry · 7 minWhat buyers look for in HVAC and plumbing companies
Service agreements, technician bench and why owner dependence matters.Preparation · 6 minWhat financial information will buyers ask for?
What goes into a CIM and a data room, and what to gather now.Newsletter
One useful email a month.
M&A market notes and new guides for owners. No sales follow-up unless you ask.
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