The Sell Side Masterclass for Tech Services Founders: The First 30 Days of a Process

About this episode

This episode covers the initial steps in the sell-side process for tech services founders, focusing on the first 30 days and key components involved.

Selling your company starts long before buyers show up. In this Master Class session, the team breaks down “month zero” and the first 30 days of a sell-side process: what gets built, who needs to be involved, what information you’ll be asked for, and how to stay focused on running the business while your advisor packages the story. You’ll also learn how the teaser, CIM, and financial packet work together to create momentum, protect confidentiality, and keep buyers moving through the process.

Topics covered

• sell-side process
• tech services
• business management
• company selling

Keywords

• month zero
• teaser
• CIM
• financial packet
• confidentiality

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