Before asking for a seller’s financial statements, a buyer can explain the business they seek, their operating role, the status of capital, timing and transition needs. Don McClain, Founder & Principal of Medro Advisors, organizes those questions in his October 13 Alianza Partners article. The next step is an agreed information-sharing process with appropriate confidentiality, recipients and secure delivery. As part of The Medro Funded Platform℠, Alianza connects acquisition preparation with ownership-transition planning. The SBA resource offers background; legal, tax and financing questions need transaction-specific professional review.
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