How it works

A small first step before a large decision.

The first conversation should answer one question: is it worth continuing? Everything else can follow in the right order.

01

Send a short inquiry

Tell us who you are, the business name, where it operates, an approximate revenue range if you are comfortable sharing it, and where you are in the decision process.

02

Clarify the situation

The early discussion should focus on what the company does, why you are considering a sale, your timing, and the issues that could make a transition straightforward or difficult.

03

Decide whether another step makes sense

If there is enough fit to continue, the next conversation can become more specific. If there is not, you should know that without having turned the company upside down.

04

Share detailed information only when there is a reason

Financial statements, customer detail, contracts and sensitive operating information belong later, after expectations and confidentiality are clear.

Useful, not exhaustive

What to have in mind for the first conversation

You do not need a formal sale package. It is enough to know the rough size of the company, what it does, where it operates, how involved you are in daily operations and what is motivating the possible transition.

If you already know there are complications such as customer concentration, a major lease, partner ownership, family involvement, licensing or an owner who must stay for a transition period, mentioning that early can save time.