What to Expect in Your First Meeting With a KReate Business Broker

Taking the first step toward selling or buying a business can feel daunting. You might be wondering, "What exactly happens when I meet with a business broker?" At KReate Business Brokers, we understand that this initial consultation is a big decision, and we want to remove any uncertainty so you can feel confident and prepared.

Think of our first meeting not as a high-pressure sales pitch, but as a friendly, confidential conversation designed to get to know you, your business, and your goals. Our priority is to establish trust and determine how we can best serve your unique needs.

Preparing for Our Conversation

To make the most of our time together, we recommend gathering a few key details, although don't worry if you don't have everything perfect—we'll help you fill in the gaps!

If You Are Selling a Business:

We’ll want to understand the basics of your company. Be prepared to discuss:

• Your Business Story: When did you start, what does the business do, and who are your typical customers?

• The "Why": Why are you considering selling now? (e.g., retirement, new opportunity, health, burnout).

• Financial Snapshot (if available): General revenue and profit figures for the last few years. Tax returns or profit and loss statements are ideal, but rough estimates are fine for a first chat.

• Team and Operations: Who runs the business day-to-day? Are operations dependent solely on you?

If You Are Buying a Business:

We want to know what your ideal acquisition looks like. Be ready to share:

• Your Background and Skills: What experience do you bring to the table?

• Investment Range: What is your budget, and what is your desired down payment amount?

• Industry Preference: Are you looking within a specific sector, or are you open to various industries?

• Lifestyle Goals: Are you seeking a hands-on, full-time operation, or something semi-absentee?

What We Will Cover in the Meeting

Our initial meeting typically lasts between 45 to 90 minutes, and it follows a simple, collaborative structure:

1. Introductions and Confidentiality

We’ll start with a brief introduction to the KReate team and our process. Most importantly, we will emphasize confidentiality. Everything discussed remains strictly between us. We are here to listen without judgment.

2. Deep Dive into Your Goals

This is the most critical part. We will ask open-ended questions to truly understand what success looks like to you.

• For Sellers: We'll discuss your ideal timeline, what you hope to net from the sale, and what you’d like to see happen to your employees and customers after you exit.

• For Buyers: We'll clarify your motivations, risk tolerance, and the non-negotiables for your future business venture.

3. Explaining the Brokerage Process

We will walk you through our step-by-step process, tailored to your specific needs (buying or selling). This includes:

Phase	Seller Expectation	Buyer Expectation
Initial Valuation/Search	We perform a preliminary valuation to set realistic expectations.	We define search parameters and access proprietary listings.
Marketing/Engagement	Discussing our confidential marketing strategy (how we find the right buyer).	Reviewing qualified opportunities and Non-Disclosure Agreements (NDAs).
Negotiation & Due Diligence	How we manage offers and guide the buyer through verification.	How we structure an offer and what to expect during the review of records.
Closing	The steps needed to transfer ownership smoothly.	Securing financing and finalizing legal documentation.

4. Q&A and Next Steps

We want you to leave with zero questions lingering. We will dedicate time for you to ask anything at all about KReate, the market, valuations, or the process.

Finally, if we both agree that KReate Business Brokers is the right fit, we will outline the next concrete steps, which often involve signing a representation agreement (listing agreement for sellers, buyer representation for buyers) to formally begin the process.

The Key Takeaway

Your first meeting with a KReate Business Broker is a no-obligation, fear-free zone focused entirely on education and alignment. Our goal is to replace your worry with clarity. We look forward to meeting you and helping you turn your business dreams into reality!