09 Apr Village Wellth: How to Spot Misalignment in Your Seller’s Advisory Team
In this segment of The 7-Minute Takeover, we dive deep into one of the most common reasons deals fall through: misalignment with the seller’s advisors. Once an LOI is signed, a new cast of characters enters the stageā€”lawyers, accountants, and brokersā€”all of whom can inadvertently slow down or even kill a transaction.
In this video, we discuss:
How to spot lack of M&A experience or misaligned goals within the first two weeks of due diligence.
Understanding the 3 main obstacles: goal alignment, M&A experience, & advisor ego
How to lean on brokers and establish a direct line of communication with the seller to bypass friction and reduce legal fees.
Why your personal relationship with the seller is the ultimate tool to carry a deal across the finish line.
