INSIGHTS

Notes from the finance seat

Short, practical pieces for owner-managers: what to measure, what to ignore, and what buyers and lenders actually look at.

EXIT READINESS

What buyers look for two years before you sell

Diligence starts long before the offer. Use the two years before a sale to build credible earnings, reduce owner dependence and resolve the issues that can weaken a buyer’s confidence.

Guide · 6 min read · 19 Sep 2026

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What we are seeing in cash, lending and exits — no more than one page, never a sales pitch.

Notes from the finance seat

What buyers look for two years before you sell

One short note a month, for owner-managers.