Insights & white papers
Insights for owners, operators and acquirers
Practical writing by Ryan Addis on selling a business, transaction readiness, insurance and warranty M&A, and the operating discipline behind lasting companies.
The Transaction Readiness Checklist: How to Prepare Your Company Before You Sell
A practical checklist for owners preparing a company for sale or recapitalization: financials, operations, people, customers, legal and the story buyers need to hear.
Read · 3 min
Quality of Earnings, Explained: What Buyers Look For and How to Prepare
What a quality-of-earnings (QoE) review is, how it differs from an audit, which adjustments buyers scrutinize, and how owners can prepare for one.
Read · 3 min
Selling an MGA or Warranty Company: M&A Considerations for Insurance and Protection-Plan Businesses
What buyers examine when acquiring managing general agents, warranty administrators and protection-plan companies, and how owners can prepare.
Read · 3 minWhat Is an Independent Sponsor? A Plain-English Guide for Business Owners
How independent sponsors buy companies, how deal-by-deal capital works, and the questions a business owner should ask before selling to one.
Read · 4 minStrategy Is Resource Allocation: Playing the Hand You’re Dealt
Ryan Addis on what a strategic plan really is, the art and science of building one, and how to turn it into an integrated plan a whole company can execute.
Read · 3 minInvert the Problem: Decision Tools for Owners, Operators and Acquirers
Ryan Addis on inversion, substitution, probability, stakeholder perspectives and asking what’s missing: practical tools for testing a decision before you make it.
Read · 5 minFrom the archive
Poor Richard’s Junto
Ryan’s earlier writing on management, leadership and entrepreneurship, inspired by Benjamin Franklin’s Junto. Several pieces here are adapted and updated from it.
Visit the archiveConfidential conversation
Considering a sale, recapitalization or succession?
Every conversation is confidential, and you will speak directly with the person who leads the deal. If your company is close to our criteria, call us. We can usually tell you quickly whether there is a fit.
- Call(478) 276-4431
- Emailacquisitions
@oakstreampartners.com - Office hoursMonday–Friday, 9 AM–5 PM Central