And What Is This Thing Called a “Teaser”?

Off of this CIM, this slide deck, we encourage you to prepare a simple, one page “teaser” that summarizes the information in the deck, but does not use proper names and, generally, does not disclose detailed financial information. The purpose of the teaser is to pull people into the process who have a genuine interest but not provide too much information. The sale of a business involves stages of commitment by a potential buyer. At each stage, they are looking for a reason to walk away. Your job is to provide enough information at each stage to get them to the next stage, and not so much that they walk away.

GROW and SELL Advisors, wholly-owned by Traversi & Co., LLC, is a premier sell-side M&A advisory firm – a boutique investment bank – serving the lower middle market.  Visit us here.

For a short video clip on this topic, click here.