Playbook · 12 min read
Structuring a Seller Note
Term length, interest rate, security, and default provisions in owner-financed transitions.
Resources
Learning Center
Playbooks, templates, and frameworks from operators who have closed alternative-pathway transactions.
Template · Download
LOI for Earn-In Transactions
Editable letter-of-intent template tailored to phased ownership transfers.
Webinar · 38 min
Vesting Schedules That Actually Work
Operator-aligned vesting milestones across revenue, EBITDA, and tenure triggers.
Course · 6 modules
Management Buy-In: 0 → Close
End-to-end framework from thesis development through capital stack and close.
Playbook · 18 min read
Quality of Earnings for $5–25M Deals
What to scope, what to skip, and how to read the QoE for lower-middle-market businesses.
Guide · 9 min read
Working Capital Peg Mechanics
Negotiating the peg, the true-up, and avoiding closing-day surprises.