Buyer’s First Conversation Checklist
A simple, structured way to prepare for our first conversation.
This checklist helps you organize your thoughts before we talk. You don’t need perfect answers — just a clear starting point. My role is to help you refine your goals, understand what’s realistic, and map the right next steps.
Who I’m a Good Fit For
- Buyers who want clarity before committing to a search or making offers.
- People who value a calm, advisory approach — not a sales pitch.
- Buyers who want a structured, ethical targeted search once they formally engage me.
Who I’m Not a Fit For
- Buyers expecting free or commission‑based outreach to owners.
- People wanting broad, high‑volume cold outreach without a clear strategy.
- Buyers looking for guaranteed listings or automatic off‑market access.
Your Goals and Motivation
Understanding your “why” helps us shape the right search strategy and avoid misalignment later.
- What’s motivating you to buy a business now?
- Are you looking for a full‑time role, a transition, or an investment?
- What does a successful outcome look like for you?
Your Search Criteria
Even rough parameters help us determine whether your goals and the market align.
- Industries or business types you’re open to.
- Geographic preferences or constraints.
- Target size: revenue, cash flow, or deal range.
Your Experience and Capacity
This helps us identify businesses where you can step in confidently and add value.
- Your background and relevant experience.
- Your comfort level with managing people, operations, or transitions.
- Your available time and involvement level.
Your Financial Readiness
No documents needed — just a general sense of what’s feasible.
- Approximate capital available for a down payment.
- Whether you plan to use SBA financing or other structures.
- Your comfort level with debt and monthly obligations.
Your Timeline and Expectations
Clear expectations help us avoid frustration and keep the process grounded.
- When you’d ideally like to acquire a business.
- How actively you plan to search.
- Any constraints or deadlines that matter.
What Happens Next
Once you’ve reviewed the checklist, we’ll have a calm, structured conversation to understand your goals and determine the right path forward.
- We walk through your goals and criteria.
- I help you understand what’s realistic in today’s market.
- We decide whether a light advisory relationship, a readiness review, or a targeted search makes sense.
Ready to Talk?
If you’d like help bringing clarity to your search, we can start with a simple conversation.
A calm, no‑pressure conversation — just clarity.