RESOURCES

Are you considering acquiring or selling a business? 

Navigate the business sale or acquisition process with these free resources, compliments of Sage Advisory Group. Download any of our guides or ebooks for valuable information and tips to make the most of your sale, or visit our blog below for more resources.


These are available to you at no cost, so take advantage and get started on your journey to successfully selling or acquiring a business today.


If you have questions, contact Margot Murphy at 949-630-5577 or schedule a consultation.

Schedule Consultation
A photo of Margot Murphy meant to explain the 5 distinct ways to maximize value of your business.

5 Distinct Ways to Maximize Value

In this guide, Margot Murphy shares the top strategies for maximizing the value of your business. A great resource, even if you don't plan to sell!

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A infographic explaining Strategic vs Financial buyers

Buyers: Strategic vs. Financial

Discover which type of buyer is best suited for your specific business sale opportunity with our 'Strategic vs. Financial' infographic.


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Graphs and figures

EBITDA vs. SDE: Which Financial Metric Should You Use to Value Your Business

By MARGOT MURPHY • October 6, 2024
What’s the Difference Between EBITDA and SDE?

Task and Milestone Program for Small Business Sales Your Path to Success

By MARGOT MURPHY • July 11, 2024
To Whom Is This Program Best Suited? Designed Exclusively for Small Business Owners Sage Advisory Group's Task and Milestone Program is tailored specifically for small business owners who are looking to sell their businesses. While our primary focus is on representing companies generating between $2 million and $15 million in annual revenues, we recognize the unique needs of “main street” business owners and offer specialized services to support them.

Business Owners: Sell Your Business with Our Cheat Sheet | SageAdvisors.biz

By Margot Murphy • November 15, 2022
Sage Advisory Group presents a new resource: How to Sell Your Business Cheat Sheet for Business Owners. Download our infographic with the steps to sell your business at SageAdvisors.biz.
Digital representation of money with Ben Franklin overlayed with stock market numbers

New Resource: Structuring the Sale of Your Business - Asset vs. Stock

By Margot Murphy • November 8, 2022
Download our new resource on structuring the sale of your business. Learn about the differences between asset and stock sales to make informed decisions. Available now at SageAdvisors.biz
Red arrow on blue background, above white arrows indicating alternative expansion strategies

Most Popular Expansion Methods for Privately-Held Companies

By Margot Murphy • October 31, 2022
Discover effective strategies to grow your private company. Learn about the most popular expansion methods used by successful businesses. Find out how to increase your revenue through mergers and acquisitions, new product development, and global expansion. Read now on SageAdvisors.biz
Male business owner happily using laptop to research the market

Should I Sell My Business Now: Things to Consider

By Margot Murphy • October 24, 2022
Learn why and when to sell your business. Get insights on setting goals, engaging a broker, and navigating the selling process. Contact Sage Advisory Group for a consultation.