Tools & Guides

The Winning LOI is the Axial newsletter that anonymously reveals small business M&A valuation data and certain key deal terms associated with winning LOIs. To assemble this eBook, we compiled the first 25 Winning LOIs and included summary breakdowns of key data points. The eBook is available via the above article and the button below.

In this ebook, you’ll learn how to build a deal team with both external and internal resources.

• What roles should your C-suite play in the deal process?
• What external roles do you need to fill in the deal team?
• How can an M&A advisor add value to the M&A process?

For sellside advisors, the thing that has the highest impact on the success of a closed transaction is the strength of their buyer list. Building a top-notch buyer list can single-handedly help one investment bank win a deal over another. This guide will show you how to construct a buyer list that will ensure a successful close.

This eBook contains our most-read pieces from our MMR Newsletter from the first half of 2023. These reports feature buyside and sell-side firms from the Axial platform along with industry trends.

This eBook covers the most important questions for CEOs to consider before an exit.

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

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

This eBook covers the basics of business transition planning in three stages: The Early Years, Pre-Transaction, and Post-Transaction - and the important actions that business owners can take during each stage. 

In this ebook, you will learn:

• How to write great teasers that attract interest from the right buyer
• Marketing materials needed to sell your company
• Three key items to negotiate in the NDA
• How to review the indication of interest (IOI), letter of intent (LOI), and purchase agreement (PA) documents