Many owners call their attorney, accountant, or wealth manager first. The fastest way to add value is to help them understand what drives premium outcomes: market-correct value expectations, optimal positioning, and a disciplined, buyer-competitive process.
- Know the right questions to ask before a client engages a banker and be aware of the unsolicited offer pitfall
- Understand what buyers focus on (and how to avoid deal-killing surprises) and how they develop their bids
- Help your client run a process designed to maximize valuation & certainty of close