SEVEN STAGES
Go to Is it actually time to sell?
1
Deciding
Is it actually time to sell?
Go to The year before you go to market
2
Getting Ready
The year before you go to market
Go to How buyers really get found
3
Going to Market
How buyers really get found
Go to You've been handed an LOI
4
The LOI
You've been handed an LOI
Go to Where deals get re-traded
5
Diligence
Where deals get re-traded
Go to The paperwork that decides what you keep
6
Closing
The paperwork that decides what you keep
Go to Nobody prepares you for the year after
7
After
Nobody prepares you for the year after

Selling a Business — Stage 5: Diligence

Where deals get re-traded

What's actually happening

The buyer's accountants and lawyers have descended on your business. They are requesting years of historical data, reviewing every employee file, and challenging your customer concentration. They are looking for reasons to lower the price.

Where your broker is right now

They have gone quiet. They are acting as a post office, forwarding endless request lists from the buyer to you. When the buyer finds an issue and demands a price reduction, your broker will likely tell you to be reasonable and accept it to save the deal.

What this costs you if it goes wrong

The 're-trade'. Buyers routinely use diligence findings to demand hundreds of thousands of dollars in price reductions. If you can't defend your numbers with precision, you will concede the money.

What I'd be doing here

I sit between you and the buyer's diligence team. I translate their requests, help you gather the data safely, and aggressively push back when they attempt to use normal operational realities to justify a price reduction.

Are you in this stage right now?

If you are navigating diligence and need a second set of eyes on the details, let's talk.

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