Archive
Business Strategy
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Sales Team Diligence: What to Inspect in the People, Pipeline and Process
You are three weeks from close. The target shows 40% year-over-year revenue growth, healthy gross margins, and a sales team of eight. The model assumes this…
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Sell-Side Commercial Due Diligence: Preparing the Business Before Buyers Do It To You
Sell-side commercial due diligence, also called vendor due diligence, means running a buyer’s commercial diligence on your own business a year or more before a sale:…
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Transition Services Agreement Exit Plan: Getting Off the Parent’s Systems on Schedule
You closed the deal. The platform is yours. But the CRM still runs on the seller’s Salesforce instance. Finance pulls reports from their ERP. Customer data…
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Quality of Earnings vs Commercial Due Diligence: What Each One Tells You
You are three weeks from close. The quality of earnings report lands in your inbox, and the accounting firm confirms that EBITDA adjustments are defensible, revenue…
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Software Spend Rationalization After an Acquisition: Cutting Duplicate Stack Without Breaking Revenue
You closed the deal. The platform company and the add-on are now under one roof. Then someone pulls the combined vendor list, and you discover you…
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Working Capital Normalization: An Operator’s Read on the Number That Moves at Close
You closed the deal. The working-capital peg was set at $4.2 million, normalized from the trailing twelve months. Three months in, you realize the seller ran…
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Operational Alpha and the Digital Value-Creation Gap
Multiple expansion and cheap debt are done. In 2026 returns come from operations, and the least-owned lever is the digital build layer. Here is why.
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Value Creation Partnerships in Private Equity
Most private equity deals underperform not because the thesis was wrong, but because the operating partnership never materialized. The fund identifies a solid platform, models the…