The most common one
Tired, profitable, no succession
Sixty-something, the business works, and the kids do not want it. They have been meaning to figure this out for four years.
CPAs, attorneys, bankers, wealth managers
You know who is tiredbefore they admit it.
You get asked some version of 'do you know anybody who would buy this' a few times a year, and usually the only honest answer is a broker you would not send your mother to.
I would like to be the other answer. Not for everybody, and not for a fee.
How I work with you
Four things I will hold to.
- 01
Your client stays your client
I am not going to try to become their advisor, sell them anything else, or introduce them to somebody who will. If the deal happens, you keep the relationship and usually you keep the work.
- 02
You get a straight yes or no in a week
You should not have to spend your credibility waiting on me. If it is not a fit I will tell you why in a sentence you can repeat to them.
- 03
No referral fee, and that is on purpose
The second money changes hands, your recommendation is worth less to your client and you know it. If I buy something you sent me, you get the thing that is actually worth something: a client who is glad they called you.
- 04
Nothing gets shopped
What you tell me does not go anywhere. No listing, no buyer list, no market. If your client decides not to move, nobody ever knew they were thinking about it.
Who to send
The three clients I am most useful to.
The urgent one
Something changed at home
Health, a spouse, a death in the family. They need a fast, quiet, honest answer, and a six-month brokered process is the worst possible fit.
The early one
Five years out and planning
The best version, honestly. Send them for the valuation range. Five years is enough time to actually change the number, and that conversation makes you look good either way.
No names needed
Ask me about a situation before you ever mention me to them.
Industry, rough size, and why they are thinking about it is enough for me to tell you whether it is worth an introduction.