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Resource Downloads

Proven, practical resources to help you maximize the value of your business

The Owner's Manual
Preparing your business for an optimal exit  

Most owners don’t plan the sale of their companies. Instead, they drift into it after receiving a “we’re interested” email. The Owner’s Manual helps prepare founders and owners for a potential sale years before that email is received. This book explains how private equity investors evaluate and price businesses so that if and when you are ready to sell your business, you can be well-positioned to get the outcome you want.


Drawing on hundreds of executed transactions and candid interviews with founders, bankers, and private equity investors, Samson Partners Group founder Seth Deutsch lays out why to sell (or not), when to sell, and how to prepare your business for a sale that maximizes value without derailing the company you’ve built.

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White Papers

Building Ethical, Value-Focused Partnerships

The definitive guide on how personal injury firms can engage private equity to unlock capital, fuel growth and create rewarding exits. 

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From Practice to Platform

The authoritative resource for structuring the modern law firm MSO, taking your practice from LOI to post-transaction integration.

 

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Worksheets and Guides

Exit Assessment

Ready to get a better sense of how prepared you are for a successful, rewarding sale to private equity? This free, downloadable assessment will walk you through all the key areas that PE funds look for when evaluating potential acquisitions. You’ll identify where you meet or exceed their expectations and – more importantly – where there’s room for improvement that will substantially increase your value upon close.

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EVRS Toolkit

​These free, downloadable worksheets are essential components of Samson Partners Group’s EVRS. They’re made to help you thoroughly evaluate where you are today in relation to where you want to be. Diligent use will help you bridge the gap so you can execute a fully rewarding sale to private equity.

Toolkit Worksheets Include:

  • 1-page Exit Strategy

  • 3-Year Exit Plan

  • Accountability Visualization

  • Annual Strategic Planning Framework

  • EVRS Cadence for Success

  • EVRS Process

  • Exit Planning Process in Summary

  • Financial Package Overview

  • Foundations of EVRS/7 Areas of Focus

  • Initiative Tracker

  • Measuring Progress/KPIs

  • The 3 Essential Questions of EVRS

  • Personnel Plot

 

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EVRS Cheat Sheets

Taken straight from The Owner's Manual, these sheets offer at-a-glance summaries of essential factors for your business, including key insights on why they matter to private equity and the impact they have on you as a seller. Sheets include: 
 

  • Budgeting and forecasting

  • Cashflow management

  • Company culture

  • Customer attrition

  • Customer concentration

  • Financial transparency

  • Management experience

  • Operations

  • Organic growth

  • Quality of earnings

  • Reporting

  • Revenue mix/backlog/sustainability

  • Succession planning

  • Tech stack

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Brick Thompson, Founder and CEO, Blue Margin

"Seth has been an incredible sounding board as we've built our PE practice at Blue Margin. Beyond his smart advice on how to approach the PE market, he's gone out of his way to make introductions that have directly helped our business grow. What I value most is that Seth genuinely cares about us and wants us to succeed. His advice comes from real experience, and I feel fortunate to have him in my corner."
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