Fearless Impact

How to evaluate a business part 1 (Before the owner meeting)


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Welcome back to Deal Disruptors! Today, alongside co-hosts Chiara and Ella, we're delving into how to evaluate a business. Let's jump into the critical metrics and inquiries for our upcoming owner meeting.


In our research phase, we're focusing on the online presence through platforms like Google and Yelp Reviews, alongside pinpointing physical location details via Google Maps. We'll be leveraging insights from the broker to craft a comprehensive talk track for the owner meeting, addressing key questions such as the reasons behind the owner's decision to sell after 25 years and any succession plans in place. We'll further delve into customer base and backend operations, probing into marketing strategies beyond word-of-mouth and analyzing customer concentration. Throughout, we'll explore competitive landscape, supplier relationships, license and permits, real estate dynamics, employee retention plans, market trends adaptation, and maintenance and equipment details. Each aspect will contribute to our holistic understanding of the business's financial health, ultimately guiding our assessment.


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Fearless ImpactBy Fearless Impact