M&A AI insights for boutique advisors.
Practical notes on readiness diagnostics, AI-generated reports, valuation risk, and advisor workflow design.
What Does an M&A Advisor Do? A Business Owner's Guide to Choosing the Right Sell-Side Partner
Discover the role of an M&A advisor, what they do, and how they guide sellers through due diligence and deal structure. Learn how to choose the right advisory partner.
Valuing Client Books for Sale: 2026 Valuation Multiples and Deal Structure Guide for Boutique Advisors
Discover how to value and sell your advisory client book. Learn current 2026 market valuation multiples, commission payouts, and transition structures.
The Ultimate M&A Due Diligence Checklist: Financial, Tax, and Legal Accounting Audits for 2026
Ensure a smooth transaction with our comprehensive M&A due diligence checklist. Covers critical steps in financial audits, tax reviews, and legal diligence.
Accounting for Seasonal Working Capital Adjustments in M&A Deal Structuring
Understand how seasonal working capital impacts your transaction. Learn to negotiate the working capital peg and avoid valuation traps during seasonal business exits.
E-commerce Valuation Multiples: How to Calculate the Market Value of Your E-commerce Store
Learn how e-commerce stores are valued. Review current 2026 valuation multiples based on EBITDA, SDE, and revenue across Shopify, Amazon FBA, and hybrid brands.
EBITDA Add-Backs Explained: Legitimate Adjustments to Maximize Your Business Valuation
Learn how to calculate normalized EBITDA for a sale. Understand which owner salaries, non-recurring expenses, and add-backs are accepted by buyers in M&A diligence.
Why Boutique M&A Advisors Are Switching from Legacy VDRs (2026)
Why Boutique M&A Advisors Are Switching from Legacy VDRs (2026) The original virtual data room was designed for a specific kind of transaction: a large-cap deal with a dedicated deal team, multiple professional advisors on each side, a full-time project manager coordinating document flow, and a
Top 5 AI-Powered Virtual Data Room Tools for M&A Advisors (2026)
Top 5 AI-Powered Virtual Data Room Tools for M&A Advisors (2026) Every virtual data room vendor added "AI" to their marketing in the past two years. The word appears in product names, feature headlines, homepage hero text, and sales decks with enough frequency that it has become nearly meaningle
How to Choose VDR Software for Sell-Side M&A: A Boutique Advisor's Guide (2026)
How to Choose VDR Software for Sell-Side M&A: A Boutique Advisor's Guide (2026) The platform decision tends to get made under the worst possible conditions. A deal comes in, the timeline is tighter than expected, and someone on the team suggests using whatever they set up last time. Two weeks la