Notes and tools from the practice.
Writing and tools for owners and buyers navigating the sale of a private school.
Calculators for serious conversations.
Interactive calculators for structuring and evaluating a transaction. Results are intended to be reviewed with a licensed lender, CPA, or attorney.
Notes from the practice.
Perspectives on the preschool and private-school market for owners, operators, and buyers preparing for a transaction.
The decisions you make two years out have an outsized effect on your final valuation. A practical framework for tightening operations before going to market.
Multiples, adjustments, and the four factors that move a valuation more than anything on a spreadsheet.
A look at the four categories of buyers currently active in the private school market — and what each is willing to pay for.
A confidential process protects enrollment, staff tenure, and the eventual valuation. How we structure ours.
Whether to sell the building with the business is one of the most consequential structural questions a school owner faces.
Staff tenure is one of the single largest drivers of post-sale success. How sellers and buyers can protect it together.