Is Your Business Ready to Acquire or Sell? A Founder’s Pre-Deal Checklist

Whether you’re considering a sale, planning an acquisition, or simply exploring what comes next, this conversation will shed light on the realities that most advisors discuss only behind closed doors. We’ll talk about how to recognize when the timing is truly right to buy or sell, what buyers are actually evaluating during a transaction, and the common blind spots that first-time acquirers often discover too late. We’ll also explore the preparation mistakes that can significantly impact deal value and outcomes, as well as what life looks like after the transaction, whether that means stepping away from a business you’ve built or integrating one you’ve just acquired.

If buying, selling, or deciding on your next move is on your mind, this is a conversation worth joining. No slides. No sales pitch. Just an honest discussion about what really matters.