Notes from the desk

Thoughts on deals, capital and owner-led businesses.

Occasional notes on what we're seeing in the market — for clients, advisers, and anyone weighing a decision like the ones we work on.

Subscribe to Insights

Two tools built from the same work: the Exit Readiness Scorecard scores your business the way a buyer would, and The Buyer's Diligence Request List is the document request list their advisers will send you.