Insights from 
God Bless Retirement

Financial, operational and deal-structure checklist for lower mid-market private equity deals — EBITDA, margins, recurring revenue, leverage, growth and exits.

Essential NDA clauses every seller should include to protect financials, customer lists and trade secrets, limit use, set durations, and require data return.

CPAs normalize financials, use income, market and asset methods, and deliver defensible valuations that improve sale pricing, tax results, and negotiations.

Organize customer contracts, fix risky clauses (change-of-control, early termination), get consents and use a VDR to protect value during buyer due diligence.

Avoid LOI pitfalls: clarify binding clauses, limit exclusivity, spell out financial and tax terms, and prepare documents before signing.

Compare five buyer types for lower mid-market deals — EBITDA ranges, deal structures, and motivations to help sellers match with the right buyer.

Lower mid-market private equity in 2025: add-on deals lead, private credit dominates financing, continuation vehicles replace many exits; owners should prepare.

Compare private equity and strategic buyers for manufacturing businesses — valuations, deal structures, post-sale roles, and which fits your exit goals.

Accurate, certified valuations and organized financials speed business sales, while overpricing and outdated records create delays and financing risks.

Buyers in the lower mid-market in 2025: who's active, financing shifts, valuation multiples, and practical 12–24 month prep to maximize exit value.

How NDAs secure business sales by protecting financials, customers, and trade secrets, limiting data access during due diligence, and enforcing no-contact and non-circumvention rules.

Protect your business during an M&A sale with NDAs, phased disclosures, secure VDRs, and advisor-led controls to preserve value and prevent leaks.

Step-by-step guide to building a post-M&A communication plan: set objectives, map stakeholders, craft messages, schedule Day 1 updates, choose channels, and collect feedback.

Family businesses can secure growth and preserve legacy by using cross-border private equity—balancing capital, governance, and succession amid tax and legal complexity.

Prevent costly M&A leaks with NDAs, VDRs, access controls, employee training, and legal/cyber expertise to protect deal value and privacy.

Protect sensitive business info during buyer screening with NDAs, staged disclosures, buyer verification, secure VDRs, and professional brokers.

Compare NACVA and ASA valuation standards—differences in ethics, development, reporting, and when each fits M&A, succession, litigation or regulatory needs.

Learn how M&A advisors effectively market businesses to buyers while ensuring confidentiality and maximizing value throughout the process.

Explore key events for business brokers in 2025, offering networking, education, and insights into industry trends and regulations.

Understanding severance in M&A is crucial for minimizing risks, maintaining morale, and ensuring legal compliance during workforce transitions.

Explore the regulatory challenges and strategies for private equity investors in the rapidly growing esports industry as it approaches $4.8 billion in revenue.

Explore 10 effective strategies to enhance employee morale during mergers and acquisitions, ensuring a smoother transition and retaining top talent.

Effective succession planning balances family dynamics with business needs, ensuring smooth transitions and preserving relationships.

Learn how to create a well-structured valuation report that accurately reflects a business's worth and communicates effectively with stakeholders.