What to Expect When Meeting with Potential Buyers Meeting with buyers is a big step in your sale journey. After your firm profile has been prepared and approved and our marketing efforts have sparked interest from potential buyers, we work with those......

Dale Carnagie once said, “when dealing with people, remember you are not dealing with creatures of logic, but creatures of emotion.” What Exactly Is an Emotion? For today’s discussion on seller and buyer emotions we need to define what an emotion rea......

Even if you are thinking of selling your firm this year, it may not be top priority with tax season right around the corner. But if selling is part of your new year, NOW is the time to list. We can get the listing set up and work with buyers behind t......

After selling over 325 firms, we have spent thousands of hours talking to buyers. Buyers view firms initially from a high level perspective, then begin to drill down to the finer details as the search for the right firm progresses. Buyers will meet w......