Objective & fit
Clarify industry interests, experience, capital, involvement level, geography, and risk tolerance.
Commercial Real Estate / Business
Business
The right opportunity starts with the person behind the business.
A business decision should reflect the buyer’s experience, capabilities, capital, risk tolerance, operating expectations, and long-term direction—or, for a seller, the business’s positioning, documentation, and transaction objectives.
The Approach
Opportunity review
Consider the business model, location, operating requirements, market context, and information available from the seller.
Financial & professional due diligence
Coordinate appropriate review by accounting, legal, financing, and other professionals before commitments become firm.
Property component
Where real estate or a lease is involved, assess how the premises and occupancy terms support the business.
Negotiation & transition
Address price and terms together with conditions, documentation, timing, and transition considerations.