Buyer Screening & Qualification
The hardest part of a confidential sale isn't finding interested parties — it's separating real buyers from window-shoppers. We screen every prospect: financial capacity (proof of funds or pre-qualification letter), source of funds, industry experience, operating history, and timeline. Only qualified buyers see your CIM. Only seriously qualified buyers meet you.
What's Included
Comprehensive service designed to maximize your success
Key Benefits
How this service helps you achieve a successful sale
You meet 5–8 truly qualified buyers, not 50 dreamers.
Pre-qualified buyers close 4× more often than walk-ins from listing sites.
Only screened buyers see sensitive financial detail.
Knowing a buyer's true capacity tells us how hard to push on price.
How It Works
Our proven process for this service
Initial Inquiry
Every inbound goes through a written intake covering funds, experience, and intent.
NDA & Documentation
Personal NDA, proof of funds (bank LOI, statement, or PE deployment letter), source-of-funds disclosure.
Phone Screen
30-minute conversation covering motivation, experience, post-close plans, financing structure.
Internal Recommendation
We rank buyers Tier 1 / 2 / 3 and recommend who proceeds to management meetings.
Industries Where This Service Matters Most
Buyer Screening applies differently across sectors. See how we tailor it for your industry.
Frequently Asked Questions
Common questions about buyer screening
Ready to Get Started?
Contact us today for a free consultation and learn how we can help you achieve a successful business sale.