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Alianza Updates

Give a Seller a Clear Acquisition Fit Filter Before Asking for Records

By Don McClain | Founder & Principal, Medro Advisors. Alianza’s October 13 buyer-introduction guidance can become a concise fit filter. State three required business characteristics, two conditions that would rule out a purchase, and the operating role you will personally fill. Separate available capital from proposed financing. Explain what initial non-confidential information would establish fit before requesting sensitive records. This lets both sides identify a mismatch early without promising a price or financing outcome. Agree confidentiality and secure sharing before diligence. Start your acquisition discussion at https://alianzapartners.com/

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