Confidentiality While Selling: Keeping the Team Calm and the Rumor Mill Quiet
Who needs to know at each deal stage, how leaks actually happen (calendar invites, visitor badges), and scripts for the questions you can't answer yet.
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Tag
selling-process
7 posts tagged with "selling-process"
Operational Diligence: What Your PSA and RMM Say About You
Ticket data, SLA performance, patch compliance, and license true-ups: what your own tools already reveal to a buyer, and how to read them first yourself.
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Financial Diligence: What They'll Ask For and What They're Looking For
The document request list, the QoE review, revenue recognition and working capital questions, plus which diligence surprises kill trust and which reprice.
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What Buyers Look at First: The Ten-Minute Screen
Before deep diligence there's a fast pass: revenue mix, client concentration, contract terms, and tenure. Seeing your MSP through that lens shows what to fix.
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The Letter of Intent, Translated Into English
A clause-by-clause walkthrough of a typical LOI: price, structure, exclusivity, and contingencies. What's binding, what isn't, and where sellers lose leverage.
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The Timeline: What Happens Between a Handshake and a Wire Transfer
A realistic four-to-nine month arc from first call to closing day, stage by stage, with the places deal timelines stretch and the reasons they usually do.
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How the First Conversation With a Buyer Works
What an intro call with a buyer actually covers, what an NDA protects and when it starts, what you share at each step, and why call one commits you to nothing.
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