Know the broad numbers.
Approximate revenue and earnings, how your books are maintained, and any gaps you already know about.
STEP 03 / BEFORE WE MEET
Make the conversation
count.
Watch the Buyer-Ready Earnings System presentation, then bring your questions to the call.
THE BUYER-READY EARNINGS SYSTEMYOUR PRE-CALL PRESENTATION
Prefer a separate player? Open the presentation.
A LITTLE PREPARATION GOES A LONG WAY
Bring the questions
that matter to you.
You don’t need a polished set of financials. A clear sense of where you are is enough to begin.
Think about your timing.
When you might sell, what you want from an exit, and whether you’re already speaking with buyers or advisors.
Write down what’s unclear.
Bring the concerns you want to resolve about your financials, buyer scrutiny, or the work involved.
Check your booking confirmation.
Use it to confirm your meeting time and joining details. If you haven’t booked yet, choose a time first.