You do not need a finished exit plan
A first call can help you understand whether a business sale is worth exploring and what further information would be needed. You can start while you are still thinking through your goals.
Prepare a short explanation of what your company does, the general market it serves, and why you are considering a change. Be clear about what you know and what you are still deciding.
Bring a short list of facts
- Business type and general location.
- How long you have owned or operated it.
- Approximate size, clearly labeled if the figures are estimates.
- Your current responsibilities and the management structure.
- Your preferred timing and post-sale involvement.
These details help establish the shape of the discussion. Detailed financial statements, customer information, and contracts can be requested later through a suitable private process.
Ask about the process before the outcome
Useful questions include who would work with you, what information comes next, what services an engagement includes, and how updates would be provided. Ask how the advisor handles confidentiality and how fees are documented.
If an initial value or timing estimate is discussed, ask what it is based on and what has not yet been reviewed. Treat preliminary comments as preliminary.
Agree on one next step
End the call with a concrete action: arrange a follow-up, provide an agreed set of information, or revisit the conversation later. Record who owns that action and when you expect to hear back.
Integribridge’s existing seller inquiry form is a place to begin. Share enough context for an advisor to understand your request without including sensitive records in the message.
Discuss selling your business with Integribridge Business Advisors.