After receiving an invite to a Meeting Room and reviewing the business teaser, your next step is to submit an expression of interest and answer the seller's discovery questions.

Submitting an expression of interest

If you are interested in continuing conversations with this user, click “Submit Expression of Interest Now” in the box above the teaser.

Fill out each of the requested sections in the expression of interest. The expression of interest is very important because this is your chance to stand out amongst other shortlisted candidates.

Take your time in this section and respond to all of the questions in depth. Your expression of interest is similar to a short cover letter. You should provide enough information about yourself and your firm for the financial advisor to assess whether your businesses are complementary and whether you have the necessary knowledge, skills and capacity to take over their firm. In this section, focus on showing them why you are their ideal successor or buyer.

Remember, the seller may be receiving multiple expressions of interests at once, so ensure your expression of interest demonstrates effort on your part.

There may also be several discovery questions the seller has included for you to answer. These are likely non-negotiable items or “deal breakers” that are of high importance to the seller.

You can click the blue “See an Example” button to get some example text of what to include in your expression of interest. This example is for reference only and a good expression of interest should include more information and further detail.

Click the green “Submit an Expression of Interest” button to send your expression of interest to the user for consideration.

Note: By clicking “Submit” it will send a non-binding expression of interest to the other party. If there's further interest, they will be in touch and you will receive an email notification letting you know.

Once you’ve submitted your expression of interest for consideration, the financial advisor will review it and either send you an NDA (nondisclosure agreement) to move forward with discussions offline or they will archive your expression of interest, indicating they are not interested at this time. You will be notified by email if you’ve been sent an NDA to execute.

If you are not selected, you will not be notified.

Go to the next step > Executing Blind NDA

Or, see Meeting Room Overview for more Meeting Room related support.