Revenue verified. Business transferable?
A payment connection answers one question. A future owner has at least six more.
Read the thesis ↗Research desk
What makes a business worth owning?
Deal evidence, durable advantages and concrete owner actions. Facts, interpretations and unknowns stay separate.
What remains when the model gets better?
Stress-test distribution, workflow, data rights and operating economics before calling something a moat.
Read the thesis ↗A slower market is not an empty market
The Q2 business-for-sale report makes a case for preparation—not for applying a universal multiple to AI companies.
Read the thesis ↗Your exit price is not your take-home
A simple bridge from enterprise value to the cash you can actually use.
Read the thesis ↗Write a CIM a buyer can question
An honest information memorandum makes the unknowns visible and the important claims traceable.
Read the thesis ↗What QuickBooks can—and cannot—tell a buyer
Importing a profit-and-loss statement is the beginning of a valuation workflow, not its conclusion.
Read the thesis ↗Start with a mandate, not a thousand listings
A useful sourcing product learns what a buyer will actually consider—and what an owner permits you to share.
Read the thesis ↗Build to transfer, not to become indispensable
A software factory creates an asset only when someone else can reliably own and operate the result.
Read the thesis ↗Finance the deal before the LOI finances your imagination.
A capital stack is a set of obligations, not a collection of optimistic percentages.
Read the thesis ↗A list is not a thesis.
The advantage is a decision you can defend, not another spreadsheet of companies.
Read the thesis ↗Off-market does not mean for sale.
Three states that a trustworthy acquisition product must never merge.
Read the thesis ↗Build a market map without inventing private revenue.
Use geography and operating structure to ask better questions—not manufacture precise targets.
Read the thesis ↗Data is consolidating. Your decision record should get better.
What Datasite’s Valu8 acquisition suggests—and what it does not prove.
Read the thesis ↗Read an OM without inheriting its conclusion.
A first-pass screen should preserve the claims it cannot yet substantiate.
Read the thesis ↗The owner’s evidence becomes the buyer’s confidence.
Build the business for someone else to understand without building your whole life around an exit.
Read the thesis ↗The best sourcing workflow earns introductions.
Turn a specific thesis into a useful request for the people who already know the market.
Read the thesis ↗Your contribution is not the deal size
A defensible track record starts with what you actually owned, not the employer’s headline transaction value.
Read the thesis ↗A badge is a claim. Make it inspectable.
Identity, role, outcome and amount verification are different promises.
Read the thesis ↗Professional profiles without a surveillance business
Research can be useful without inventing a person’s private story.
Read the thesis ↗Launch collection published September 15, 2026. The historical transaction dataset was researched September 14. This is an editorial snapshot, not a continuously monitored feed.