When to Release Confidential Information to a Buyer

So you are talking with several interested buyers and a few of them asked you for tax returns, bank statements and some other sensitive information. What should you do? How should you handle this situation? Should you show these documents without having an offer in hand? Before receiving an offer, you should be cautious with what you show to buyers. Certainly be helpful and engage with the buyers but do not give them everything they ask for. At some point, you should politely and tactfully ask them to present you with an offer. In this podcast, we guide you in handling situations about releasing confidential information requested by a buyer.

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M&A Talk is the #1 show exclusively focused on mergers & acquisitions. At M&A Talk, we bring you interviews with experts in private equity, business valuations, law, finance, and all topics related to M&A. We speak with the most experienced professionals in the industry to share their insights. Our past experts have included CEOs, authors, investment bankers, attorneys, CPAs, private equity partners, business appraisers, VC investors, and more. Brought to you by Morgan & Westfield (www.morganandwestfield.com), a nationwide leader in M&A. Access show notes on all M&A Talk podcasts at https://morganandwestfield.com/resources/podcast/.