Money & Mission Guides
guides Designed to Help protect family, strengthen The team, and grow a veteran-owned business
Your Family's Financial Mission Brief: 7 Questions to Cover at the Kitchen Table
Before the next big business decision, sit down with the people it affects most.
Internal Succession vs. Outside Sale: Which Path Fits Your Family and Your Certification?
You built something real. The question now is how you leave it without leaving everything behind.
Earnouts, Roll-Equity, and Seller Notes - What Veteran Owners Should Understand Before They Sign
The numbers on the term sheet may look right. These three terms can change what you actually walk away with.
The 5 Quiet Numbers Buyers Look At Before They Look at Yours
Most veteran owners spend years building the business. Few spend any time building the numbers that determine what it is actually worth.
The Exit Readiness Checklist: 10 Questions to Answer Before You List or Transfer
A plain-language self-assessment for veteran business owners weighing a sale, internal succession, or certification-sensitive transfer.
ESOP, Internal Sale, or Third-Party Buyer: Choosing the Right Exit Path for Your Legacy
A side-by-side look at the three main ways veteran business owners step away — and how to pick the one that protects your team, your certifications, and your family.
Exit Without Losing the Certification: What SDVOSB and VOSB Owners Need to Know
A structured exit protects more than your business — it protects the certification that made the business worth building.