Stage 1 · Call
What the business does, and what you want.
Four stages, from a confidential first call to running the business afterwards.
Owners are right to be cautious: if staff or customers hear a business is for sale, damage is done whether or not anything happens. Conversations stay between us, we will sign a non-disclosure agreement, and nothing is listed or advertised anywhere.
What the business does, and what you want.
In writing, if you want it in writing.
Honest answer about whether this suits us.
Entirely yours, with no pressure.
Several years, not just the best one.
Concentration, contracts and renewals.
Who actually holds the knowledge.
Condition and what is due for renewal.
We want the real picture, including the parts owners expect to be awkward: customer concentration, the job that went wrong, the equipment nearing replacement. None of it is usually disqualifying, and finding it later rather than now is what kills deals.
We explain how we arrived at a number rather than presenting one. Both sides use their own attorney, and we insist on it: a seller who is not separately advised is a problem for everyone later, including us.
With the reasoning shown.
Including structure and timing.
Separate attorneys for each side.
Funded from our own balance sheet.
With the previous owner, for as long as helps.
Told properly, and kept.
Continuity first, changes later if ever.
Equipment and systems brought up to date.
We buy businesses to run them, not to strip them. Staff keep their jobs, the name usually stays, and customers deal with the same people. Most sellers care about that more than the last few per cent on the price, and they are right to.
A confidential conversation, no fee, and a straight answer either way.