Why the NDA Comes First — Every Time
What's at stake
A leaked sale can spook employees, alarm customers, alert competitors, and destroy the value of the business. Confidentiality isn't a formality; it's the foundation of the entire transaction.
The NDA-first rule
Never share the identity of the business, its financials, or its customer names without a signed NDA. The teaser shows only what's safe: industry, location, revenue range, and a compelling story.
What a proper NDA covers
It names the business generically, restricts use of information to evaluating the purchase, prohibits contacting employees, customers, or suppliers, and survives the end of discussions.
The broker's discipline
Collect the NDA before sending anything, log it in the CRM, and track its status. The brokers who enforce this every time are the ones sellers trust — and trust is the business.
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