Ready For Sale? Right-Sizing Your Investment Bank Partner
In business sales, the role of an investment banker is often misunderstood. They are more than mere transaction facilitators; they are strategic advisors who bring a wealth of expertise and a deep understanding of the market to ensure the best possible outcome for your sale. Let’s break down their role, how they add value, when to involve them, and key questions you should ask before partnering with one.
Great businesses aren’t built by accident.
They’re built with purpose, clarity, and a plan that turns vision into action. That’s what OneAccord delivers: a tailored path to help your business grow, scale, or exit with confidence.
Whether you’re navigating stalled growth, operational challenges, or preparing for a sale, our proven process provides the structure, leadership, and hands-on execution you need to move forward.
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Whether you’re scaling, preparing for a transition, or working through a challenge — sometimes the most valuable move is a conversation with someone who’s walked that road.
We’d love to hear where you are, where you’re headed, and explore how we can support your next chapter.
How Can an Investment Banker Add Value to Your Sale Process?
Investment bankers play a crucial role in maximizing the value of your business during a sale. Here’s how they add value:
Market Knowledge and Access – Investment bankers have extensive networks and deep industry knowledge, enabling them to identify and connect with the most suitable buyers. This broad access increases the chances of finding the right fit for your business.
Valuation Expertise – Determining a business’s true value is complex. Investment bankers use advanced valuation techniques and comprehensive market analysis to ensure your business is priced optimally, avoiding pitfalls like underpricing or overestimating.
Negotiation Skills – Negotiating the terms of a sale requires finesse and experience. Investment bankers act as your advocate, negotiating to secure the best terms. Their objective perspective and negotiation expertise help navigate complex discussions and address potential deal-breakers effectively.
Managing the Sale Process – The sale process involves multiple steps, from initial preparation and buyer outreach to due diligence and final negotiations. Investment bankers manage this process meticulously, ensuring efficiency and adherence to timelines and minimizing disruptions to business operations
Confidentiality and Discretion – Maintaining confidentiality during the sale process is crucial. Investment bankers ensure that sensitive information is shared only with qualified buyers under strict confidentiality agreements, protecting your business interests and preventing potential negative impacts on employee morale, customer relationships, and market perception.
When is the Right Time to Bring in an Investment Banker?
Timing is critical when involving an investment banker in your sale process. Here are some indicators that it’s the right time:
Early Planning – Bringing in an investment banker early in the planning stages allows for better preparation and positioning of your business. They can provide valuable insights on enhancing your business’s appeal to potential buyers.
Complex Transactions – If your sale involves complex structures, significant assets, or unique industry challenges, an investment banker’s expertise becomes invaluable in navigating these complexities.
Market Timing – Investment bankers can help you capitalize on favorable market conditions. Their understanding of market dynamics ensures you’re selling at a time when you can maximize value.
Lack of Internal Resources – Your primary objective is to keep your business running. If your company lacks the internal resources or bandwidth to manage a sale process efficiently, an investment banker can fill that gap, ensuring a smooth and professional transaction.
What Are Five Questions to Ask an Investment Banker Before Working Together?
Before engaging an investment banker, it’s essential to ask the right questions to ensure they are the right fit for your needs:
- What is your experience in my industry? Understanding their industry experience can give you confidence in their ability to market and sell your business effectively.
- Can you provide examples of past successful transactions? Reviewing their track record with similar transactions helps assess their capability and reliability.
- How do you determine the valuation of my business? This question helps you understand their valuation process and ensures they have a thorough and accurate approach.
- What is your fee structure? Clarity on fees, including any retainer, success fees, or other charges, is crucial to avoid surprises down the line.
- How will you market my business to potential buyers? Understanding their marketing strategy gives insight into how they plan to attract and engage potential buyers, ensuring a broad and effective outreach.
Let’s Start with a Conversation
Whether you’re navigating a transition, hitting a plateau, or simply ready to grow, a free consultation is the best way to explore what’s next.
No sales pitch—just a thoughtful conversation about where you are, where you want to be, and how we might help you get there.
Managing Principal at OneAccord
FAQs: Strategic Business Planning & Support
Strategic Planning creates a roadmap for your company with clear initiatives, responsibilities, and goals. Business Coaching with OASYS helps your team implement that roadmap through better systems, leadership, and team alignment.
When you’re facing transition, gaps in leadership, or need momentum during key growth or exit phases. It’s a cost-effective way to get experienced leadership without a long hiring cycle.
Yes—but it often leads to deeper engagements. About 70% of our strategic planning clients move into coaching or executive support once they see the results.
No. We specialize in helping mid-market businesses—typically $5M–$100M in revenue—across industries prepare for growth, scale, or succession.
We typically begin with a consultation, followed by a discovery phase. Depending on the engagement type, we can often begin work within 2–3 weeks.
