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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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24 Tools & Guides

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.

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 Complete Guide to Hiring an Advisor

In this ebook, you'll learn:

Why advisors are so valuable
How to choose the right advisor
How advisors structure and negotiate deals

PDF EBook

2023 M&A Fee Guide

Key insights on M&A advisory fees in the middle market.

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?

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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.

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