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 buyers and share information regarding your firm. Those buyers will have executed a non-disclosure agreement and a buyer profile and have been made aware of the need and the expectation for keeping the sale confidential.
When buyers request a meeting, we present the buyer to you to receive approval before scheduling a meeting. If everyone is in agreement to meet, contact information is shared to get a meeting on the calendar.
We refer to the initial meeting with the buyer as “the meet and greet”, as all parties are trying to determine if this could be a good fit of personalities. The buyer will have some familiarity with your firm and the operations of the business after reviewing your firm profile, but they will likely ask a variety of questions in this initial meeting and you may ask questions as well.
You may meet with one or a number of different buyers but you will learn from each meeting. Every interaction will give you a clearer picture of what you’re seeking in a buyer so you will know your buyer when you find the right one.
