Both prior to and following engagement, we’ll need information from the seller to assist with valuation, marketing, and diligence.

That information usually includes detailed information about the business such as financial statements, tax returns, and operational details, among other things. The more we know, the better position we are in to help sellers realize an optimal exit.

We also encourage all sellers to retain a financial due diligence firm to perform inside financial due diligence, including a quality of earnings (“QoE”) report. Your buyer will contact their own QoE, so having a baseline report that you can share with buyers later in the process is helpful and will inform our view as to valuation.