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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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Axial Products

11 Tools & Guides

PDF EBook

7 M&A Documents Demystified

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

PDF EBook

The CEO’s Guide to Business Transition Planning

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.

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