8 SELECTED RESOURCES
Plan for what comes after the handover.
A transition involves people, responsibilities and a business that must keep operating. Explore seller preparation, continuity and the decisions that connect today’s ownership with the next chapter.
Alianza Partners
Turn general promises of seller support into specific training, records and handover responsibilities. This short Alianza perspective highlights the deliverables and schedule to define before closing.
Read resource : Define the Seller’s Transition Deliverables Before ClosingAlianza Partners
Compare cash at closing, seller notes, earnouts, holdbacks, retained equity and transition duties. This checklist explains why the headline purchase price does not capture a seller’s full economic outcome.
Read resource : The Highest Offer Is Not Always the Best DealAlianza Partners
Consider a transaction from both sides: the buyer’s growth plan and the seller’s ownership transition. A detailed discussion of transferability, valuation, operating capacity, capital alignment and liquidity after closing.
Read resource : Every Acquisition Is an Ownership Transition: Connecting Buyers, Sellers and CapitalAlianza Partners
Assess whether customer relationships, management, contracts and operating knowledge can survive the seller’s departure. The article connects owner dependence to valuation, acquisition financing and the practical transition plan.
Read resource : Owner Dependence and Business TransferabilityAlianza Partners
Review owner dependence, financial readiness, valuation, buyer financing and alternative transition paths before going to market. The five-question framework connects sale preparation with the capital needed to complete a transaction.
Read resource : The 12-Month Exit Readiness TestAlianza Partners
A detailed guide to financial clarity, management depth, transferable relationships and early due-diligence preparation. It also examines buyer financing, deal terms and options that remain available when an owner prepares early.
Read resource : Prepare a Business for Sale Before You’re Ready to SellAlianza Partners
Consider valuation as part of ongoing growth, financing and succession decisions. This overview identifies cash-flow quality, customer diversification, management depth and reporting as factors owners can examine before an exit.
Read resource : Know the Value of Your Company Before You Plan to SellAlianza Partners
Explore why historical profit alone may not produce a transferable company. This guide examines customer concentration, financial records, management continuity, financing and the preparation buyers need to evaluate a business.
Read resource : Why Profitable Businesses Can Be Difficult to SellPUT THE READING INTO CONTEXT
Discuss the business, property or transaction behind your capital decision.
This library curates educational material from Don McClain and the Medro family of companies, including articles published on external platforms. It is not independent third-party endorsement. Content is general information, not individualized financial, investment, legal or tax advice, a commitment to lend, or a guarantee of financing.
For earlier material, explore the historical research catalogue. For ongoing updates, visit News & Media. Learn about Don McClain and FUNDED.