Complimentary Resource Library for  
Buyers & Sellers

The Due Diligence Checklist: What Buyers Will Ask For When You Sell Your Massachusetts Business

When a buyer gets serious about acquiring your company, they'll request a mountain of documents and data. Here's the due diligence checklist every Massachusetts business owner needs — and how to prepare months before you go to market.

Why Business Sales Fall Through: The 7 Deal Killers Between LOI and Closing

You signed the LOI. The champagne is on ice. Then the deal collapses. Here are the 7 most common deal killers between LOI and closing — and how smart business owners in Greater Boston avoid them.

Seller Financing: How Much You'll Carry When You Sell Your Business — And How to Protect Yourself

Most business sales involve some seller financing — but how much should you carry, and what happens if the buyer stops paying? Here's what Boston-area owners need to know to structure a seller note that protects their wealth.

Certified vs. Uncertified Business Valuations: Which One You Actually Need (And What Each Costs in Massachusetts)

Not every business owner needs a $15,000 certified valuation. Here's the honest breakdown of certified vs. uncertified business valuations, what each costs in Massachusetts, and which one actually moves the needle when you're preparing to sell.

Who Is Going to Buy My Business? Types of Buyers Explained for New England Business Owners

Every business owner eventually asks: who is actually going to buy my company? The answer shapes everything — your timeline, your valuation, and your negotiating leverage. Here's a clear breakdown of the four buyer types and what each means for your exit.

Add-Backs: Which Ones Buyers Accept and Which Ones They Reject

Not all add-backs are created equal. Buyers will accept some without blinking and fight you hard on others. Here's how to know the difference before it costs you hundreds of thousands at the closing table.

SBA Lending in New England: Which Banks Actually Close Small Business Deals (And Why Sellers Should Care)

Not all SBA lenders are created equal — and the bank your buyer chooses can make or break your deal. Here's which New England banks actually close small business acquisition loans, and why smart sellers pay attention to buyer financing before they ever sign a letter of intent.

Selling Your Business and Moving to New Hampshire: What Massachusetts Can Still Tax

Many Massachusetts business owners dream of moving to tax-free New Hampshire before selling. But the Commonwealth's tax rules are more aggressive than you think. Here's what you need to know before you list your house in Wellesley and rent a place in Nashua.

Selling a Seasonal Business in New England: How Buyers Value Six Good Months

If your business makes most of its money between April and October, you're not alone in New England. Here's how smart buyers actually evaluate seasonal companies — and what you can do to maximize your valuation before you sell.

The Massachusetts Millionaires Tax and Selling Your Business: How the 4% Surtax Hits Your Sale Proceeds (And Legal Ways to Plan Around It)

The Massachusetts Millionaires Tax adds a 4% surtax on income above $1 million — and selling your business almost certainly puts you over that threshold. Here's how the surtax actually works on sale proceeds and what Boston-area business owners can do to legally plan around it.

5 Business Sale Mistakes That Can Kill Your Deal Before You List

Most failed business sales don't fall apart because of price. They collapse because of fixable problems the owner never addressed. Here are the five most common deal-killers we see in Greater Boston — and exactly how to neutralize them before you go to market.

Sell My HVAC, Plumbing or Electrical Business: Valuation Guide for 2026

If you're thinking about selling your HVAC, plumbing, or electrical business in 2026, understanding what drives valuation is the difference between leaving money on the table and walking away wealthy. This guide breaks down real multiples, buyer expectations, and what Boston-area trade service owners need to know.

Asset Sale vs. Stock Sale: Which Protects You More When Selling Your Business?

The choice between an asset sale and a stock sale can shift hundreds of thousands of dollars between you and the buyer. Here's what Boston-area business owners need to understand about each structure before going to market.

Am I Ready to Sell My Business? The Owner Readiness Test That Tells You the Truth

Most owners think readiness is a feeling. It's not — it's a measurable set of conditions. Use this Owner Readiness Test to honestly assess whether you're prepared to sell your business for maximum value.

Exit Planning for Massachusetts Business Owners: Why Two Years Out Beats Two Months

Most Massachusetts business owners wait too long to plan their exit — and it costs them real money. Here's why starting two years before your sale dramatically increases your final number and reduces the stress of the entire process.

How Much Is My Business Worth? What's a Fair Multiple for a Small Business in 2026

Every business owner eventually asks: how much is my business worth? This guide breaks down fair multiples for small businesses in 2026, what drives valuation, and how Greater Boston owners can position for a stronger exit.

How SBA Financing Works When Buying or Selling a Small Business — And Why Sellers Should Care

Most small business sales under $5M involve SBA financing — yet many sellers don't understand how the process works or how it directly impacts their deal. Here's what Boston-area business owners need to know before going to market.

SDE vs. EBITDA: How Small Business Sale Prices Are Actually Calculated

Most business owners don't know whether their company will be valued using SDE or EBITDA — and the difference can mean hundreds of thousands of dollars at closing. Here's how small business sale prices are actually calculated and what it means for your exit.

Selling an HVAC or Home Services Business in New England: What Buyers Actually Pay For

HVAC and home services businesses in New England are attracting serious buyer interest — but not every company commands the same multiple. Here's what drives valuation and how to position your business for a premium exit.

How to Choose a Business Broker in Massachusetts: Questions to Ask Before You Sign

Not all business brokers are created equal — especially in Massachusetts. Here's what to ask, what to watch for, and how to find a broker who actually earns their fee when selling your company.

What Is My Business Worth? A Plain-English Guide to Valuing a New England Small Business

Every business owner eventually asks: what is my business worth? This guide breaks down how small business valuations actually work in New England — no jargon, no fluff, just the factors that determine what a buyer will pay.

How to Sell Your Business in Massachusetts: A Step-by-Step Guide for Owners Who Want Maximum Value

Selling a business in Massachusetts involves more than finding a buyer. This step-by-step guide walks Boston-area owners through valuation, preparation, marketing, and closing — so you can exit on your terms and for maximum value.

Do I need a Business Broker to Sell my Business

Many owners assume selling their business independently will save money. Here's what business owners get wrong about selling without a business broker — and what the data actually shows about DIY exits vs. broker-assisted deals.

How to Sell a Manufacturing Business in Boston for Maximum Value

Selling a manufacturing business in the Boston area requires a different playbook than selling a service company or SaaS firm. Here's what owners along the Route 128 corridor and Greater Massachusetts need to know about multiples, buyer types, and timing their exit right.

What Is My Construction Business Actually Worth

Most construction business owners know their revenue number cold. It comes up in conversation naturally — at industry events, with subcontractors, with the bank. Revenue feels like the scoreboard.

Buy an HVAC or Trade Business in Boston — What to Know Before You Write a Check

Buying an HVAC or trade business in Boston can be a smart investment — if you know what to look for. This guide covers valuations, deal structures, workforce risks, and what separates a great acquisition from a costly mistake in the Greater Boston trades market.

M&A Advisor Guide for Boston for Small Businesses: What to Look for Before You Hire

Not all M&A advisors are built for small business exits. Here's what Boston-area owners should look for — and watch out for — when choosing someone to guide the most important transaction of their career.

Appraise My Business: Do I Really Need a Certified Valuation?

Not every business owner needs a certified valuation before selling. Learn the real differences between valuation types, when a formal appraisal matters, and how to get an accurate picture of what your company is worth before going to market.

How to Sell My Container or Industrial Business in Massachusetts — And Get the Price It Deserves

If you're thinking about selling a container or industrial business in Massachusetts, you're sitting on a category buyers actively want. Here's how to position your company for maximum value and avoid the mistakes that leave money on the table.

Buy-Side Business Brokers in Boston: Do You Actually Need One When Selling?

If you're selling a business in Greater Boston, you've probably wondered whether you need a buy-side business broker — or a sell-side one. Here's a clear breakdown of what each does, when buy-side representation matters, and how to protect your interests either way.

Business Valuation vs. Business Appraisal — What's the Difference and Which Do You Actually Need?

Business owners preparing to sell often confuse valuations and appraisals — but the difference matters more than you think. Here's what each one actually tells you, when you need which, and how to avoid overpaying for the wrong analysis.

Boston Business Brokers: Five Questions to Ask Before Signing Up

Not all Boston business brokers operate the same way. Before you sign an engagement letter, ask these five questions to protect your valuation, your timeline, and your legacy.

How to Value My Technology Business in Boston: A Practical Guide for Founders Ready to Exit

Valuing a technology business isn't like valuing a restaurant or a plumbing company. If you're a Boston-area tech founder wondering what your company is actually worth, this guide breaks down the multiples, methods, and local dynamics that matter most.

EBITDA vs SDE: What's the Difference and Which One Determines Your Business's Sale Price?

Understanding EBITDA vs SDE is the single most important factor in knowing what your business is actually worth. Here's how each metric works, when buyers use one over the other, and why getting this wrong can cost you hundreds of thousands of dollars.

How to Sell an HVAC Business in Massachusetts (And Get What It's Actually Worth)

Selling an HVAC business in Massachusetts involves more than finding a buyer — it's about understanding what drives value, who's buying, and how to position your company before it ever hits the market. Here's what Greater Boston HVAC owners need to know before they exit.

How to Sell a Professional Services Business in Massachusetts Without Leaving Money on the Table

Selling a professional services business in Massachusetts comes with unique challenges most generalist brokers miss. Learn what drives valuation in this sector, how buyers assess risk, and what steps you can take today to get significantly more at closing.

How to Find the Right Business Exit Strategy for Your Company in Greater Boston

A business exit strategy isn't something you build the week you decide to sell. For owners in Greater Boston, the decisions you make 12-36 months before going to market have a bigger impact on your final number than almost anything else. Here's what you actually need to know.

Sell a Local Business Without Tearing Your Family Apart

Selling a family business is one of the most financially and emotionally complex decisions you'll ever make. Before you list anything, you need a clear plan that accounts for more than just the purchase price. Here's what Boston-area family business owners need to know.

How to Value a Business for Sale in Boston

Most business owners have no idea what their company is actually worth to a buyer — and that gap can cost them hundreds of thousands of dollars. Here's how valuation actually works, and what you can do right now to influence the number.