Hawksoft Resources

We’re so glad you joined us for this session. Below you’ll find the full workbook, and every resource mentioned, plus a few extras to support your planning. No fluff. Just tools you can use. Everything is downloadable, printable, and shareable.‍

Download the Session Workbook

Your companion for agency perpetuation, internal transition, and M&A readiness.
‍This interactive workbook includes guided planning exercises, valuation prep, deal structure examples, and succession tools, all in one place.‍

Download

Additional Mentioned Resources

Key Terms for a Buy-Sell Agreement

Perpetuation Questionarre

Due Diligence Checklist

Checklist of Considerations for Acquisitions

Valuation Metrics

Calculating EBITDA

Value Drivers

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