M&A AI insights for boutique advisors.
Practical notes on readiness diagnostics, AI-generated reports, valuation risk, and advisor workflow design.
How to Build an M&A Synergy Map to Justify Premium Valuations
How to Build an M&A Synergy Map to Justify Premium Valuations A mid-sized logistics advisory firm in the Northeast was negotiating a sell-side transaction for a regional freight business. The seller demanded a 7.5x EBITDA multiple, while the buyer insisted on paying 6.0x based on standalone numb
Medical Clinic Valuation: How to Determine EBITDA Multiples
Medical Clinic Valuation: How to Determine EBITDA Multiples In early 2026, private business sales require transaction teams to maintain credibility. Imagine a boutique M&A advisor representing a medical clinic group in North Carolina. The advisor presented a valuation proposal using an EBITDA mu
Manufacturing Business Valuation: Assessing CapEx and Multiples
Manufacturing Business Valuation: Assessing CapEx and Multiples In early 2026, private business sales require transaction teams to maintain credibility. Imagine a boutique M&A advisor representing a precision machining manufacturer in Ohio. The advisor presented a valuation proposal using an EBI
eCommerce Valuation Multiples: Accounting for Inventory and CAC
eCommerce Valuation Multiples: Accounting for Inventory and CAC In early 2026, private business sales require transaction teams to maintain credibility. Imagine a boutique M&A advisor representing an online cosmetics brand in California. The advisor presented a valuation proposal using an EBITDA
5 Common Discount Rate Mistakes in Small Business Valuation (Errors)
5 Common Discount Rate Mistakes in Small Business Valuation (Errors) In early 2026, establishing a defensible valuation baseline requires absolute financial precision. Picture a business broker in Los Angeles presenting a Discounted Cash Flow (DCF) model to a private equity buyer. The broker cla
3 Financial Bubbles to Avoid When Calculating Synergies
3 Financial Bubbles to Avoid When Calculating Synergies In early 2026, building a defensible merger model requires separating realistic operational savings from financial speculation. Imagine an investment banking analyst in New York preparing a valuation model for a tech-enabled distributor. Th
2026 SaaS & Software Valuation Multiples Guide (M&A Benchmarks)
2026 SaaS & Software Valuation Multiples Guide (M&A Benchmarks) In early 2026, the SaaS M&A environment remains highly disciplined. Picture a software founder in San Francisco sitting across from a private equity buy-side team. The founder expected a double-digit ARR multiple based on outdated b
15 Common EBITDA Add-Backs to Maximize Sale Price
15 Common EBITDA Add-Backs to Maximize Sale Price In early 2026, securing a premium enterprise valuation requires sell-side advisors to locate and defend every valid adjustments. Picture an advisor representing a software development firm in Ohio. The advisor packaged the transaction using raw G
How to 2x EBITDA Before Selling Your Business: A Seller's Playbook for 2026
How to 2x EBITDA Before Selling Your Business: A Seller's Playbook for 2026 The business owner sat across from his advisor with a single question that had been building for six months: "If we wait two more years, how much more could we get" The advisor's answer was not what he expected. The iss