Preparing for a Sale: Strengthening Value Before Buyer Review

When an acquisition or investment approaches, preparation determines leverage. Buyers and investors follow disciplined review processes that expose weaknesses quickly—sometimes ones sellers never noticed. This session helps leadership teams understand what experienced buyers look for, how to address common red flags in advance, and how to present their organization in the strongest possible position.

The discussion focuses on readiness rather than negotiation. Participants learn how to conduct internal due diligence, document credibility, and align operations to withstand scrutiny. The objective is to preserve value, avoid last-minute surprises, and enter any transaction from a position of clarity and control.

Duration: 60–90minutes · Virtual or in-person options available

What You Will Learn:

How to identify and correct common issues before external due diligence begins
What professional buyers and investors actually examine behind the checklist
Practical steps for improving operational, legal, and financial presentation
How to manage disclosure and information flow to strengthen negotiating posture
Frameworks for internal “reverse due diligence” to uncover and address risks early

Who This Session Is For:

Founders and executive teams preparing for sale, investment, or merger
Organizations seeking to increase valuation or credibility before buyer review
Advisors, board members, and investor-relations teams supporting transaction readiness
Accelerators or business networks offering pre-exit or growth preparation programming

About the Presenter

John Cobb is an advisor and founder of Pholus Advisory, a firm that supports organizations operating in complex or rapidly changing environments. His work focuses on governance, decision-making under uncertainty, and market-entry strategy across Latin America, Africa, and emerging markets worldwide. Parkstone Associates coordinates access to his sessions for qualified organizations.

How To Book This Session

This advisor manages their own session bookings directly. To schedule, click the link below to contact them through their booking page. When making your request, please mention Parkstone Associates so your inquiry can be prioritized appropriately.

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