Leaders of founder-owned businesses embarking on a liquidity event often have never been through a sale process or conducted a formal capital raise. It’s a complex process—so they often turn to outside advisors for guidance.

The following article lays out questions those advisors will likely ask to kick things off, questions that are designed to produce the best outcome possible for all parties involved.

Topics covered in the article include:

  • Company and personal objectives
  • Preferences when it comes to investor or buyer category
  • Possible hesitations about specific investors or buyers
  • Timing considerations
  • Business projections