Bring the right people together
Ask prospective advisors how they work with your existing legal, tax, and transaction professionals. Clarify who owns each part of the process and how information will be shared with your permission.
Plan beyond the headline number
Your personal goals, spending needs, business commitments, and transaction uncertainty all shape the conversation. Compare how advisors approach scenarios without treating an expected sale as a completed event.
Understand conflicts and compensation
Ask about advisory fees, commissions, transaction-related compensation, and any affiliations that could affect recommendations. Request a written explanation before engaging a provider.
Take these questions into the conversation.
- How do you coordinate with my existing attorney and accountant?
- What work should begin before a potential transaction?
- How do you handle a concentrated position and the transition after a sale?
Educational discussion prompts, not personalized financial, tax, or legal advice. Confirm your choices with appropriately qualified professionals.