You should have a calendar invite and a confirmation email in your inbox within a minute or two. We are looking forward to speaking with you.
What to expect in your inbox
We sent two things to the email address you booked with: a calendar invite for the time you picked, and a confirmation email with the call details. If you do not see either within a few minutes, please check your spam or promotions folder.
Two emails on their way
A Google Calendar invite (accept it to add the meeting to your calendar) and a confirmation email with the dial-in details and a way to reschedule if needed.
How to prepare
The conversation will run about 15 minutes. You do not need to send anything in advance. But thinking through a few of these will help us give you a meaningful read on your business and the buyer market.
Your revenue and EBITDA range
Rough numbers are fine. We use this to anchor the conversation around realistic buyers and multiples.
Your rough timeline
Selling in 6 months or in 3 years? Both are fine. It just changes what we focus on.
What a good outcome looks like
Maximum price, staying involved, full clean break, family transition? Tell us what matters most.
Any questions you want answered
Curious about a specific buyer, a particular structure, or a recent deal? Bring it up.
Need to reschedule or did not receive the email?