Insights
Market data, valuation thinking and practical playbooks from the advisors who run our deals. Written for people who are about to make one of the biggest financial decisions of their lives.
Get new research by emailWhere pricing really sits for small and lower-middle-market businesses. We break down what owners are asking, what deals are actually closing at, and how long it takes, so you can plan a sale or an acquisition with real numbers instead of rumors.
The Library
Request any available guide and it arrives in your inbox. Titles marked coming soon are in progress; join the list and we will send them when they publish.
The documents, numbers and fixes that protect your price before you go to market, in the order we work through them with clients.
Leases, SBA loans and due diligence. What to verify before you sign, and the questions that separate a good deal from an expensive lesson.
Asking prices, sale multiples and days on market by industry, plus lending and lease conditions shaping deals right now.
Why Main Street deals are priced on seller's discretionary earnings, when buyers switch to EBITDA, and which add-backs actually hold up.
Three years of P&Ls and tax returns, clean add-backs, inventory and equipment lists. Everything a serious buyer and their lender will ask for.
How SBA financing works for buying a business: down payments, seller notes, what lenders underwrite and how long approval takes.
How we keep a sale quiet with blind listings, NDAs and after-hours showings, and when it makes sense to share more, from completely anonymous to fully public.
What each structure means for taxes, liabilities, leases and licenses, and why most small business deals close as asset sales.
Personal guarantees, financial statements, remaining term and options. How to keep the lease from becoming the reason a deal dies.
Put it to work
See exactly how we take a business to market, from a confidential valuation to closing day, and tell us a little about yours.
Browse current opportunities, save the ones you like, and request financials and the full package under NDA.
The Caldermont Brief
An occasional email with our latest reports and guides, plus new opportunities for buyers. No spam, and you can unsubscribe at any time.
Watch your inbox for the next Caldermont Brief.