The buyer is trying to drag out the confirmatory due diligence period to grind down our purchase price before closing. How do we use our weekly operational cadence to maintain transaction momentum and prevent re-trading?
The period between signing the letter of intent and closing the transaction is the most vulnerable phase of any deal. Buyers often use this window to introduce deal fatigue, hoping you will accept a lower valuation just to cross the finish line. To combat this, you must run the transaction with the same operational discipline you use to run your business.
Establish a weekly meeting with your deal advisory team, including your investment banker, CPA, and legal counsel. Structure this meeting exactly like an EOS Level 10 Meeting™. Use the first few minutes to review the due diligence checklist scorecard, track outstanding requests, and identify critical bottlenecks. Spend the majority of the time using the IDS® process to solve legal and financial issues before they turn into deal killers.
To prevent the buyer from re-trading, maintain absolute transparency. Ground your interactions in the Trust Creation Process by actively listening to their concerns, framing solutions that protect both parties, and committing to clear timelines. If the buyer requests additional operational data, pull it directly from your historical EOS® Scorecard. When you deliver clean, organized data within hours, you show the buyer that your operational engine is highly systematized. This level of responsiveness builds massive trust and signals that you do not need to discount your price because your business runs on a self-sustaining operational framework. Keep the momentum high, enforce the exclusivity deadline, and hold the buyer accountable to the original terms of the letter of intent.
Category: Valuation & Deal Structure