When you have selected the mergers and acquisitions advisor that you want to help you with the process of selling your business, you will have an initial consultation –this should always be a free, no-obligation meeting as it is really a chance for you to get to to know the team who will be helping you move to the next stage of your life.
Here’s what to expect from your initial consultation.
Getting to know you
Past, present, future
When the meeting concludes, your mergers and acquisitions firm will take some time to formulate the next steps. This should be a clearly articulated strategy that gets you from where you are now, to where you need to be to make the goals you have outlined a reality.
If both you and your consultancy team are happy with the budding relationship, you will then formally agree to work together. Congratulations –step one on your journey to selling your business is complete!