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Determining the right path

With context and options defined, the focus turns to judgment. This step is about determining whether — and when — it makes sense to move forward. Not every situation warrants action.

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With context and options defined, the focus turns to judgment. This step is about determining whether — and when — it makes sense to move forward. Not every situation warrants action.

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At this point in Discovery, we have a high-level understanding of your business, and you have a clear view into what we can provide. The question is no longer whether buyer interest exists, but how — or if — it should be acted on.

The decision at this stage may include:

  • Beginning conversations with our firm and a partner investment bank to evaluate a competitive sell-side process
  • Meeting directly with a specific buyer to explore an off-market opportunity
  • Waiting for a different growth cycle or point of readiness
  • Choosing not to pursue a transaction at all

After thousands of these conversations, our role is to help you understand the real options available to you — and how each path may affect the outcome of a potential sale. Different strategies can lead to materially different results, and timing matters.

We do not make the decision to sell for you, and we do not push companies to market prematurely. Our objective is to provide a clear view of what is happening, what is possible, and how different strategies may play out. From there, the decision is yours.

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