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.

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5 Distinct Ways to Maximize Value E-book

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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Infographic: Financial buyer vs. Strategic buyer, illustrating differences in goals and methods for each buyer type.

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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Anatomy of a Successful Exit: How a 40-Year-Old Recycling & Crushing Operation Achieved a $5,500,000 Exit on the Founder’s Terms

By Margot Murphy • July 30, 2026
Every business owner eventually faces an important question: What happens to everything I've built? For some, the answer comes through succession. For others, it comes through a carefully planned sale that preserves both the business and the legacy behind it.
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Anatomy of a Successful Exit: How a Burned-Out Electrical Contractor Walked Away with $1,275,000—On His Own Terms

By Margot Murphy • July 30, 2026
Every successful business sale has a story. This case study illustrates how preparation, positioning, and strategic buyer outreach resulted in a successful exit for an industrial electrical contractor.

CASE STUDY NO.3: How Owned Real Estate Impacts the Sale of a Business

By MARGOT MURPHY • July 23, 2026
For many business owners, the operating company and the commercial real estate it occupies and owns have grown together over decades. When it comes time to sell, it may seem logical to assume that selling both assets together will produce the greatest overall value. But that is not always the case.

CASE STUDY NO. 2: Don’t Assume The Buyer of Your Business will Lease Your Owned Property

By MARGOT MURPHY • July 23, 2026
Selling Your Business While Keeping the Real Estate? Plan for what happens if the Buyer relocates the business elsewhere. For many business owners who own both their operating business and the commercial real property it occupies, retaining and leasing back the real estate after selling the business can appear to offer an attractive exit strategy.
SAGE Advisory helping business owners prepare, position, and sell their businesses for maximum value

CASE STUDY NO.1: Could Your Landlord Decide Whether Your Business Sells?

By MARGOT MURPHY • July 23, 2026
When business owners think about selling their company, they often focus on valuation, financial performance, and finding the right buyer. Few stop to consider one important question. Will the landlord approve the buyer?
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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.
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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
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Looking for more resources?

Explore our video resources on Youtube! Discover informative and educational videos to help you on your journey.  To access,  click the image below.


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