Practice Exchange

The Meeting Room Overview

In the Meeting Room, prospects answer discovery questions. Learn why and how to use them to your advantage from both sides of the deal.

Learn about the business teaser, its purpose and tips on writing one

Learn about using the Meeting Room as a Retiring FA or Successor FA on Practice Exchange

Inspiration for drafting your own business teaser

How to invite matches to your Meeting Room

Reviewing expressions of interest and sending NDAs to candidates

Executing an NDA from the Retiring FA perspective

Negotiating and scheduling your first meeting as a Retiring FA

What to do once you've been invited to a Meeting Room

How to submit an expression of interest in the Meeting Room

How to execute the blind NDA provided in the Meeting Room

Entering the negotiation stage with a potential seller or retiring FA

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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