Mergers and Acquisition
Resources & Downloads
Brochures, Articles, and Informational Documents
Cornerstone Business Services – Company Brochure 2026
Description:
An overview of who we are, what we do, and what makes us different. Covers our sell-side and buy-side services, the Assurance 360™ process, Real Market Analysis™, and our track record helping lower middle market business owners get the most from their exit.
The Power of Multiple Offers™ – When Selling Your Business
Author: Scott Bushkie, Managing Partner, Cornerstone Business Services
Description:
This guest chapter explains Cornerstone’s signature Power of Multiple Offers™ (POMO™) approach—a structured process designed to create competition among qualified buyers, increase value, and improve deal terms for business owners preparing to sell. It outlines the seven pillars of POMO™, common seller pitfalls, and real client success stories showing how competition can add millions in value.
Q2 2026 Lower Middle Market M&A Update: Valuations and AI Due Diligence
Description:
A data-driven overview of Q2 2026 lower middle market M&A conditions for business owners evaluating value, timing or a potential sale. Review current TEV/EBITDA multiples, private equity and add-on activity, financing conditions, buyer competition, deal timing and how AI is entering buyer due diligence.
M&A Checklists
Real Market Analysis (RMA) Required Documents Checklist
Description:
This checklist helps you get started with a Real Market Analysis, our market-based approach to business valuation. It outlines the key information and documents needed to understand the business upfront and complete the analysis efficiently.
Request List for Selling a Business
Description:
This document is a preview of the key financial, tax, legal, and operational information typically required when preparing to sell a business. It helps owners understand what to gather early, streamline the valuation and marketing process, and reduce delays once buyers begin diligence.
Supporting Documents
Excerpt from the Finish Strong book and workbook
The Conversation™
Description:
The Conversation™ is a discovery meeting that helps business owners explore their goals, challenges, and options for transitioning out of their company—on their own terms. This document includes a self-assessment checklist to help owners determine if it’s time to start planning their exit and explains what to expect during an initial strategy discussion with Cornerstone.
The Critical Questions for Business Owner Clients
Description:
This worksheet lists the key questions every business owner should answer before planning an exit. It covers valuation readiness, tax implications, financial goals, exit timelines, and succession considerations. The guide helps owners identify planning gaps and encourages a conversation with Cornerstone to build a personalized exit roadmap.
Business Sale Timeline (Workbook)
Description:
A straightforward timeline workbook to help you plan your business transition. Follow the major milestones from preparation through closing and post-closing integration, with space to customize dates and action steps.
Finish Strong: Pros and Cons of Exit Options (Book Chapter)
Description:
This excerpt from Finish Strong breaks down the most common exit paths for business owners, with pros, cons, and key considerations for each. It helps you evaluate strategies like traditional sale, recap, ESOP, and owner financing in a clear, practical way.
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