Jason Taken
Business broker · HedgeStone Business Advisors
The first conversation starts with your goals, the business you have built and the questions you need answered. You may be preparing for a future sale, considering a direct approach from a buyer or ready to discuss a sale process.
Discuss the scope of any engagement, the work involved, fees and responsibilities before deciding to proceed. A first call does not create a representation agreement or establish a valuation.
Ask who will handle your work, how buyers will be qualified and what information will be shared at each stage. Review the fee calculation, exclusivity and what happens if an engagement ends before signing.
Questions to ask before choosing an advisor →View Jason’s public broker profile · Jason’s business advisory website
What a useful conversation covers
- Your timing, objectives and preferred role after a sale.
- The financial and operating information you already have.
- Whether you own or lease the property.
- Confidentiality, buyer interest and any offer already received.
- The questions that need accounting, legal, lending or other specialist input.