Our latest perspectives on middle-market business and M&A

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Knowledge center

We maintain a curated collection of valuable resources on selected topics that are relevant to owners and operators of small-and-medium sized businesses. Browse our collection by clicking on the headers below. 

• Leadership
• Exit Planning
• Sales
• Operations

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Leadership

• What it takes to be a great leader - TED
• How to actually be a good listener - Huffington Post
• A powerful question to improve your emotional intelligence - Inc. Magazine
• Are you emotionally agile? - Forbes

Teams and team management

• Five ways to help your team to be open to change - Harvard Business Review
• Google's five keys to successful team work - Google
• How to delegate work so that it doesn't come back to you - Fast Company
• High-performance teams: Lessons from the pygmies - Kets de Vries
• Bosses, get out of your employees' way - Wall Street Journal

People development

• How to give feedback that actually works, without hurting anyone more than you have to - QZ
• 'Justing' all over someone's work will undermine your gratitude - QZ
• Five mindfulness techniques to letting go of control - Fast Company
• How to create a culture of psychological safety - Gallup

Deciding whether or not to sell

• The founder's dilemma: to sell or not to sell? - Harvard Business Review
• Exiting the family firm - are you ready to make the break? - INSEAD
• How we sold our company without selling out - Entrepreneur
• The small business owner's guide to succession planning - SCORE

Preparing for a successful sale

• Selling your small business (Online Course) - Small Business Administration
• Managing The Family Business: Preparing to Sell - Harvard Business School 
• Preparing to leave - Wall Street Journal
• How to position and prepare your business to be bought - SCORE

Navigating the sale and the life after

• Five mistakes to avoid when selling your business - The Balance Small Business
• Top considerations when selling your business (Webinar) - SCORE
• Selling your business? Get your buyers attention - Inc. Magazine
• Dealing with the emotional fallout of selling your business - Harvard Business Review​

Managing sales teams

• Sales managers must manage - Harvard Business Review
• Step up your sales coaching - First Round
• The five habits of successful sales team leaders - Forbes
• Three ways to motivate your sales team without stressing them out - Harvard Business Review

Technology advantage for sales

• Digital marketing survival guide for small businesses - Forbes
• Technology is blurring the line between field sales and inside sales - Harvard Business Review

Negotiation and making the sale

• The walk from a 'no' to a 'yes - TED
• Sales people stop worrying about being liked - Harvard Business Review
• Sales: A guide for a small business owner - Small Business Administration
• Getting more: How to negotiate to achieve your goals in the real world - Prof. Stuart Diamond

​Technology solutions

• Leveling the playing field for mid-market companies - Forbes
• How a company's aging workforce retrained itself for the cloud - Wall Street Journal
• Planning to go digital? 12 steps businesses should take first - Forbes

​Agile ways of working

• Building agile organizations: adapting faster - Forbes
• How too many rules at work keep you from getting things done - TED 
• Creating a culture of continuous improvement - Harvard Business Review
• Want to get lean? First understand what it means - CFO.com

​Managing complexity

• Why organizations are so afraid to simplify - Harvard Business Review
• As work gets more complex, six rules to simplify - TED

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