You get a briefed opportunity, not a name and an email. Before anything reaches you, a trained M&A operator has already spent 30+ minutes on the phone with the owner, covering the business, the numbers, the sale, and the risks. Below is what that call actually covers, and a sample of what the write-up looks like.
Every opportunity that reaches you has already been through one real conversation. Here's what's covered before it's written up.
Operations overview, team composition, and how dependent the business is on the owner day to day.
Revenue, SDE/EBITDA, the trend over the last few years, and the state of the financial documentation.
Why the owner is actually selling, their timeline, valuation expectations, and whether anyone else is already in the process.
Customer concentration, key-person dependency, lease terms, and any legal issues worth knowing about early.
The buyer profile the owner is actually open to, transition preferences, who the real decision-makers are, and the recommended next step.
An anonymized sample from an actual seller call, in the same format every opportunity is handed over in.