5 Questions to Expect from Outside Advisors at the Beginning of a Liquidity Event

Overview

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. In preparation for it, consider the questions advisors are likely to ask, as well as which questions might produce the best possible outcome for all parties involved.  The topics covered from the questions asked include company and personal objectives; preferences when it comes to investor or buyer category; possible hesitations about specific investors or buyers; timing considerations; and business projections.  

Advisor Thinking