Part III

Starting the Deal on the Right Foot

In this part . . .

Selling or buying a business involves numerous critical checkpoints, so this part covers the early milestones. Chief among these checkpoints is the offering document, otherwise known as the deal book. Also important is the issue of confidentiality: how to ensure it and what to do if someone breaches it. I discuss the documents and methods Buyers use to signal their interest to Sellers, and I provide insights and tips for meetings between Buyers and Sellers.