BUY · EDUCATION
Your first acquisition conversation: questions worth preparing
A thoughtful first conversation starts with clarity about what you want to learn.
01 · Start with clarity
Start with your own goals. What geography, business mix, and operating model would fit your plans? Write down your priorities before reviewing an opportunity.
02 · Ask useful questions
Prepare questions about how the agency operates, the seller’s transition expectations, and which information may be available later in a confidential process.
03 · Plan the next step
Keep the first conversation focused. Financial, legal, and carrier details need independent verification and qualified advice before a decision.
General education, not current news or a substitute for legal, financial, or transaction advice.
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