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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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38 Tools & Guides

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

The CEO’s Guide to Passing the Investor Test

In this ebook, you'll learn:

The 3 most important qualities of a capital-worthy CEO
How to resolve conflict in the deal process
How to position your management team effectively

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

PDF EBook

9 Clauses to Include in Every NDA

Proper management of the NDA can provide both sides with an early indicator of what the entire negotiation process will be like. Read this guide to learn the nine clauses you should include in every NDA.

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PDF EBook

The Seller’s Guide to M&A Negotiation

We’ve compiled a few key negotiating tactics and techniques specific to M&A processes that can help set companies up for success as they go to market.

PDF EBook

12 Lessons to Build a Successful 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.

PDF EBook

The CEO’s Guide to Understanding EBITDA

In this ebook, you’ll learn:

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

Sample M&A Due Diligence Checklist

While specific components vary depending on transaction type and industry, this sample M&A due diligence checklist will serve as a helpful guide.

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