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Why a Tailored Sale Process Matters

January 15, 2025 · 5 min read

Big investment banks run wide, structured auctions because their typical client has $25M+ of EBITDA and dozens of credible buyers. Most SMB sellers don't fit that profile — and running the same playbook against the wrong buyer universe leaks information, exhausts the seller, and tends to compress price.

A tailored process starts with the right buyer list: 30–60 qualified buyers chosen for fit, not 500 names blasted from a database. Outreach is sequenced, not simultaneous. Diligence is staged so management time is protected.

The result is a process that feels deliberate to the seller and disciplined to the buyer — and that consistently produces better terms than a generic auction.