Tax efficiency often obscures true enterprise value. This strategic brief examines the critical role of Owner Add-Backs in recasting financials, transforming suppressed Net Income into the Adjusted EBITDA metrics that drive premium middle-market valuations.

While often conflated, Exit Strategy and Succession Planning are distinct disciplines. One focuses on the transaction, the other on continuity. This Chairman's View explores how synchronizing them drives premium valuations and preserves wealth.

The divestiture of a lower-middle market enterprise is not merely a transaction; it is the culmination of a career’s work. This strategic guide outlines the "Chairman's View" on maximizing EBITDA multiples, optimizing deal structure, and navigating the complexities of a strategic exit.

The "Liquidity Super-Cycle" of 2026 demands architectural precision, not just market participation. This strategic outlook analyzes the widening gap in EBITDA multiples and the sophisticated deal structures required to secure a premium exit in the evolving lower-middle market.

The transition from operator to emeritus requires more than a transaction—it demands architectural precision. This strategic brief applies the "Chairman's Lens" to maximizing enterprise value, codifying financial integrity, and de-risking revenue streams for a premium middle-market exit.