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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

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Axial Advisor 100 | 2026

The buyside's most referred lower middle market investment banks and M&A advisors.

PDF EBook

The Winning M&A Advisor eBook: Vol. 1, Issues 1-10

The Winning M&A Advisor anonymously unpacks data, fees, and terms from the winning M&A engagement letters of professional M&A advisors using Axial to win new sell-side business.

PDF EBook

The Winning LOI eBook: Vol. 3, Issues 51-75

Volume 3 features issues 51-75 from The Winning LOI series - the Axial newsletter that anonymously reveals small business M&A valuation data and key deal terms associated with winning LOIs.

PDF EBook

2025 Independent Sponsor Report

The Independent Sponsor Report includes:

Top deal-sourcing channels and what’s working in 2025
How sponsors are financing deals and partnering with capital providers
Advisor perspectives on the strengths and weaknesses of the model
What differentiates the most successful Independent Sponsors

PDF EBook

2025 M&A Fee Guide

The ebook includes the results from the 2025 survey conducted by Firmex in partnership with Axial. You'll get insights from hundreds of M&A advisors, including:

Changes in engagement fee structure
Retainer and success fee benchmarks
How advisor compensation is evolving in today’s market

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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 Seller’s Guide to Understanding EBITDA

This ebook covers the following:

How investors use EBITDA
Whether EBITDA is the same as cash flow
How to use adjusted EBITDA to make your company more attractive to buyers

PDF EBook

The Seller’s Guide to Preparing for Life After Sale

In this guide, we cover:

What you should do first after a sale
Envisioning your role post-sale
The ins and outs of successor liability
Keeping customers after an acquisition

PDF EBook

Exit Preparation

Exit Preparation: what business owners need to know. Insights from Axial’s investment banking membership.

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