01 / TAKE STOCK
Ready for a
sale conversation?
Eight questions. A practical next-step plan. Get your results before deciding whether to contact us.
Start the readiness checkNo email required to see your results.THE OWNER’S READING ROOM
You built the business.
Explore what comes next.
Start with the question on your mind. These tools and guides are here to help you prepare a clearer conversation with your team, your advisers, or a potential buyer.
NEW / SELL OR REINVEST?
Which next chapter
do you want to lead?
Eight questions about AI investment, ownership, and the role you want. Private results and a comparison you can keep.
Ready for a
02 / KNOW YOUR CUSTOMER MIX
How much depends
on a few customers?
Work out your largest-customer and top-five sales shares, then explore the questions behind the numbers.
Open the worksheetYour figures stay in your browser.Make time for
the right questions.
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Preparation guide · 6 minute read
Preparing to sell a distribution business
A first-pass checklist for the records, relationships and owner decisions to organize before a sale conversation.
Owner worksheet · 4 minute read
Customer concentration before selling
Understand how much of your sales comes from a few accounts and prepare the questions behind the percentages.
Transition guide · 5 minute read
Plan the handover before you promise a date
An owner worksheet for mapping responsibilities, customer relationships and the role you may want after a sale.
ACQUISITION INQUIRIES
Consider the
next chapter.
We welcome introductions from owners and advisers of specialty distribution and industrial supply businesses in the Southeast U.S.
Discuss your business