The Owner's Brief
Deal activity in the private markets, what it means for valuations, and one practical exit-planning insight — written for founders and family owners, not for other bankers. Published monthly on this page and delivered by email to subscribers.
Issue No. 03 · October 2026
Healthcare businesses are valued differently — licenses, clinical reputation, payor mix and compliance history matter as much as earnings. What the shifting Medicare billing landscape means for what your company is worth, and the five questions to answer before a buyer asks them.
Issue No. 02 · September 2026
The number in an owner's head and the number on a buyer's term sheet are rarely the same. Where the gap comes from, the four discounts buyers apply — and why the best time to discover your real number is years before anyone is at the table.
Issue No. 01 · August 2026
The single biggest driver of what your business sells for isn't the market, the buyer, or the banker — it's how much runway you give yourself before going to market. What preparation actually changes, what it can't, and where to begin.
One email a month. Held in confidence, never shared or sold, unsubscribe anytime.