One of the most critical functions in an organization is the first person of contact for enabling an M&A transaction. If your competitor calls you and wants to buy you would you entertain that conversation? Having a third party like an advisor brings in standard operating procedures, best practices, and the proper etiquette that is paramount to creating engagement and good outcomes.

Some key points Ashley and the team cover in this episode:

• Documenting outreach
• Framing up a discussion to present an opportunity
• Respecting the prospect's time and recognizing their tone
• Communication methods
• Best practices for follow up
• Business Development functions
• Revenue Rocket standards

Listen to the Shoot the Moon Podcast on Apple Podcasts or Spotify. Reach out to us for a no obligation introduction call at [email protected].

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.