Initial screening & NDA
Align on fit and share confidential materials under NDA.
Buyer and seller align on basics; confidential materials shared under NDA.
Common documents
- Mutual NDA or confidentiality agreement
- Blind teaser or anonymized business profile
- High-level P&L or revenue range (seller-provided)
Prepare a tight one-page executive summary before first serious buyer conversations—it speeds screening and signals professionalism.