Acquisition guidance for first-time buyers. founder-owned companies. roll-up strategies. add-on acquisitions. management buyouts. retiring competitors. owners considering a sale. family businesses.

Acquiring another business can accelerate a decade of growth, or jeopardize everything you have built.

Talk to the Acquisition Concierge
Free, private, and grounded in the 66 works of the Library

This is the best place to start. Tell it where you are, in your own words, and it will orient you properly. It is not a salesperson, there is nothing to sign up for, and it will happily tell you that it is too early to be doing this at all.

Where are you?
66works in the Library
6journey stages
18subject areas
How the Institute works

Understand the whole journey, not one piece of it.

The acquisition world is fragmented by design. The banker runs a process, the broker sells a listing, the lawyer documents the deal, the lender assesses credit, and the integration consultant arrives after closing. Each sees one piece. The Institute sits above the fragments and helps an owner understand the whole journey.

Traditional
Advisers who each see one stage
With the Institute
The whole journey, in order

Get Oriented

Work through where you actually are with the Acquisition Concierge, whether to acquire, whether you are ready, and what to do next. The Readiness Diagnostic will put the honest answer in writing. Start a conversation.

Learn the Terrain

Six stages, from acquisition strategy through integration, plus a section for owners considering a sale. Written to be useful before you hire anyone, and backed by the Acquisition Library: sixty-six works, each with the Institute’s candid reading. Explore the stages.

Assemble the Right People

Bankers, brokers, lawyers, lenders and diligence firms differ enormously in what they actually do. The Institute helps you work out which you need, and when the answer is none yet. Speak with the Institute.

begin here

Where are you in the journey?

Start a private conversation with the Acquisition Concierge. It is built to orient rather than to sell, including telling you when the honest answer is that it is too early, or that what you need is a program rather than an adviser. Choose a stage to begin.

Acquisition ConciergeOrientation, not a substitute for your own advisers
Tell me where you are and I'll orient you, whether you are only beginning to explore acquisitions, evaluating a specific company, or considering selling your own. I won't give you a valuation, and I won't give legal or tax advice.
Private Acquisition Advisory

When information is not the problem

Some owners reach a point where another article or directory will not resolve the difficulty. The problem is integrating strategy, sourcing, adviser selection, financing and execution into one coherent process. The Institute occasionally serves as a private acquisition advisor to owners facing exactly that, as their independent adviser, alongside rather than instead of the transactional professionals.

the acquisition library · curated and read by the institute

The canon, curated.

The sixty-six works on private-company acquisition worth an owner’s time, each with the Institute’s candid reading: what it argues, what to do with it, and where the authorities disagree.

66 works
Books, scholarship, benchmarks, podcasts and lectures, every fact verified before entry.
34 papers & studies
Scholarly anchors with citation records, from the journals to the Chicago tradition.
23 disagreements
Where serious authorities conflict, the shelf records it rather than pretending.
browse the library
common questions

What owners ask before they trust a site like this.

These come before the stages of the journey do. If the answers are unsatisfying, nothing further down the page will help.

What does the Institute actually do?
It is an educational institution for owners of private companies who are considering growth through acquisition, or an eventual sale. It explains how the journey actually works — strategy, sourcing, valuation, diligence, structure, financing, integration and preparation for sale — in plain language written for owners rather than for deal professionals, and it will help you think through where you are.
Are you a business broker or an M&A advisor?
No. The Institute does not market companies for sale, does not represent buyers or sellers in a transaction, does not negotiate or effect transactions, and does not hold or handle funds or securities. It is a body of knowledge and an advisory resource. When a transaction reaches the point of needing brokerage, legal, accounting or financing services, those are separate engagements with separate professionals, and the Institute will say so.
How is the Institute paid?
The orientation is free and stays free. Where an owner wants sustained help — working through a thesis, pressure-testing a specific opportunity, assembling and managing a deal team, or preparing a company for an eventual sale — those are private advisory engagements billed as fixed fees, agreed in writing before any work begins.
Do you take a percentage of the deal?
No. No percentage of any transaction, no success fee, and no commission. The Institute also accepts no referral fee, revenue share or other compensation from any attorney, accountant, lender, insurer or advisor it names to you. Its fee does not change if you buy, and does not change if you walk away — which is the only arrangement under which advice to walk away is worth anything.
Is this investment advice?
No. Nothing here is investment, legal, tax or accounting advice, and nothing here is a recommendation to buy or sell any business or security. Acquiring a company is a decision with consequences the Institute cannot see from here, and it depends on your circumstances, your financing and your appetite for risk. What the Institute offers is an education in how the process works and what usually goes wrong.
I have never bought a company. Is this for me?
Yes — that is precisely the reader it was written for. Most material about acquisitions is written for people who do deals professionally and assumes a vocabulary and a set of instincts a first-time buyer does not have. The Institute assumes you run a real company, know your industry far better than any advisor will, and have never been through this particular process.

Before you hire the banker or sign the letter of intent.

Describe where you are. The Institute will orient you, with no process to enter and no obligation. Not ready for anything active? The Confidential Registry keeps what you are looking for quietly on file, and nothing is shared without your express permission.

speak with the Institute
Acquisition ConciergeOrientation, not a substitute for your own advisers
Tell me where you are in the journey and I'll orient you. I can help you think through whether to acquire, what to look for, how deals are structured, or what selling would involve, I won't value a company or give legal or tax advice.