What’s inside this Business Acquisition Inquiry Meeting Template:

1👋 Introduction

Start with a brief introduction and round table of those attending the meeting.

2💸 Selling

Discuss some questions about selling the business.

• Why are you selling the business?
• Have you attempted to sell before?

3🏢 Business

Discuss some questions about the business.

• Do you have a business plan we can access?
• How easily have competitors entered or left the market?
• What is the business model and how complex is it?
• Do you have an organizational chart we can access?
• Do you have an online data room?
• What is on your disclosure schedule?

4✅ Action items

What are the next steps? What are the action items?