05

Stage 5 of 9

Meeting the buyers

First meetings are mutual interviews. The candidate is assessing a company; the owner is assessing whether this is someone they want to hand it to.

What buyers ask first

  1. Why is it being sold, and why now
  2. Where the orders come from and how that has changed
  3. How much of the operation depends on the owner personally
  4. What the owner would fix with another year and no constraints

The fourth question is the one that separates candidates. An honest answer builds more credibility than a polished one, and every buyer already knows there is a list.

What to keep back

Supplier names, customer lists and the exact terms of the best contracts belong to a later stage. So does anything about staff that identifies individuals.

Reading the room

Serious candidates ask about the risks. Casual ones ask about the upside. A candidate who has not asked a single uncomfortable question by the end of a second meeting is either very inexperienced or not really buying.

Chemistry counts

For an owner-managed company the handover lasts months and sometimes years. A candidate who is difficult in the second meeting will not be easier in the eighth. That is a legitimate reason to prefer another offer, and it is a reason owners are often too polite to state.

A buyer who never asks an uncomfortable question is not close to making an offer.