Know the basic terms.
The purchase price, how it's structured, your financing, and your target close date.
STEP 03 / BEFORE WE MEET
Make the conversation
count.
Watch the Buy-Side QofE System presentation, then bring your questions to the call.
THE BUY-SIDE QOFE SYSTEMYOUR PRE-CALL PRESENTATION
A LITTLE PREPARATION GOES A LONG WAY
Bring the questions
that matter to you.
You don't need a full data room before we talk. What the seller has shared so far is enough to begin.
Gather what you have.
The CIM, any financials or add-back schedule from the broker, and anything that already looks off to you.
Write down what's unclear.
Bring the concerns you want answered before you close, about the earnings, working capital, or what your lender needs.
Check your booking confirmation.
Use it to confirm your meeting time and joining details. If you haven't booked yet, choose a time first.