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Tools & Guides

Axial Resources provide business owners and deal professionals with in- depth information about a variety of topics pertaining to middle market M&A. Our downloadable tools, checklists, and whitepapers are free and created by the Axial team in partnership with Axial members.

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21 results for Advisors

PDF EBook

Axial Advisor 100

We recently asked 1,000 private equity firms, strategic acquirers, and family offices to name the banks and advisory firms they trust and respect most when transacting in the middle market. Which firms made the list?

Excel Template

Free DCF Excel Template

Building a DCF model is both exceptionally complicated and very time consuming. Use this free downloadable DCF Excel Template to value your company today.

PDF EBook

The Seller’s Guide to Strategic vs. Financial Buyers

In this ebook, we’ll define each type and cover topics like:

5 major differences between strategic and financial buyers
How to decide which type to include on your buyer list
How to connect with the right strategic acquirer

PDF EBook

The Complete Guide to Leveraged Buyouts

In this guide, we’ll take a closer look at how private equity (PE) firms are structured and how they operate so you can ask the right questions during the initial phases of the M&A process.

PDF EBook

The Complete Guide to Evaluating Buyers for Your Company

After you have thought about things like how much you want to be involved post-sale, how important it is to you that your brand lives on, and other factors that we’ll discuss in this eBook, you can begin evaluating the type of investors or buyers you’d be open to working with, and start the process of identifying an actual short-list.

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PDF EBook

The CEO’s Guide to Types of Growth Capital

In this guide to types of growth capital, we’ll consider the basics of debt vs. equity financing, provide an introduction to capital structure, and help CEOs understand what questions to consider when evaluating their options.

PDF EBook

Free NDA Template

The Axial Standard NDA serves as a useful template for anyone creating an NDA or interested in seeing a sample non-disclosure agreement.

PDF EBook

The Complete Guide to Selling a Business

In this guide, you'll learn:

How to build an effective team to support the sale
How to define exit options
How to determine a valuation range for your company
How to improve marketing materials
What to consider when building a buyer list
How to improve your negotiation skills

PDF EBook

Before the Deal: A Checklist for CEOs

Read on to learn:

What to look for in an advisor
Who to put on your deal team
What materials to prepare
What exit or growth strategies to consider

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