The First Conversation to LOI with Ken Bond

Between their first conversation and signing the LOI, buyers have a chance to make a strong impression. In this ebook, learn from Ken Bond, Head of Corporate Development at Cetera Financial Group. Ken walks through how to proceed with initial outreach, who is involved, and overall key steps or milestones going from the first conversation through to the LOI.

For sellers looking to formulate an M&A strategy, this guide perfectly complements comprehensive exit planning resources by revealing exactly what sophisticated acquirers look for in initial meetings and how they evaluate potential targets before formal diligence begins.

Ken shares insider perspectives on how sellers can position their businesses to attract premium valuations while maintaining leverage throughout these preliminary discussions.

Download now to master the pre-LOI process →